Revolutionized document management
Solar Energy Company provides sustainable energy solutions to residential and commercial customers.
Enhanced document management capabilities, enabling growth
Substantially reduced template volume, consolidating 2800 templates at a 6:1 ratio
Streamlined contract generation by implementing DocuSign CLM
Built scalable architecture to meet growing business needs
Executive Sponsor
Industry
Products
Services
Challenges
Customer faced critical challenges with their existing document management tools
The existing document generation tool suffered from inefficiencies under the strain of managing 2800 templates
They needed a solution that could seamlessly integrate with Salesforce and effectively manage workflows
Results
To overcome these challenges and drive transformation, Uptima implemented a robust solution involving DocuSign CLM and eSignature:
Deployed DocuSign CLM to manage workflows, generating contracts and assembling necessary forms efficiently
Focused on an approach that ensured the solution was fully integrated and aligned with customer’s operational goals