EXECUTIVE SPONSOR

Director of IT

INDUSTRY

Subscription Software

CLOUDS

DocuSign CLM

DocuSign eSignature

Salesforce CPQ

SERVICES

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

Everything To Revenue™

Accelerate your top line across every single customer touch point. Seamlessly.

Finally, a tech stack to monetize all touch points across all channels.

We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.

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OUR SERVICES

Identify pivotal opportunities for growth

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OUR PLATFORMS

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