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 SPONSORS

Enterprise Solution Architect

EVP, CTO

EVP, General Counsel

INDUSTRY

Energy

CLOUDS

DocuSign CLM

DocuSign eSignature

SERVICES

Transformation & Implementation

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

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

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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.

See Our Approach