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
Enterprise Solution Architect
EVP, General Counsel
Transformation & Implementation
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
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
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.