Director of IT


Subscription Software


DocuSign CLM

DocuSign eSignature

Salesforce CPQ


Transformation & Implementation 

Customer was looking for a solution to address the following challenges:

Unified, scalable systems and processes across the agreement and ordering lifecycle

Reduce bottlenecks in the contracting process

Standardize contract generation and shorten the contracting lifecycle

Enable repository to easily search and find contracts

Reduce the variations in customer deals, ordering documents, and agreements

Uptima created a solution using DocuSign Contract Lifecycle Management (CLM) and Docusign E-Signature

Multiple agreement types & ordering types

End-to-end workflows

Redlining process

Attach & manage agreement documents within the DocuSign repository

Versioning & File lifecycle

Third-party Agreement paper process

Tight Integration with Salesforce CPQ+

Browse More Uptima Case Studies

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