- To strengthen connections with the customers during the contract signing process making the agreement fast, simple and secure.
- Track appropriate information of Customer/Contract to Invoicing and collections.
- Designed to integrate directly into Salesforce, DocuSign works together with software created by its partner, Drawloop.
- The salesperson can select specific clauses or words necessary to a specific contract.
- Drawloop takes the data from the opportunity in Salesforce, takes the customer name, takes the data from the product section in the opportunity and merges it into a DocuSign template in order to create an assembled PDF document
Tools & Technologies
- Deal close cycle time cut from 2 days down to 90% in less than 1 day; 71% in less than 1 hour.
- Time spent per quote per Account Executive reduced by 10 minutes.
- Integrated directly into Salesforce, streamlining contract workflows.
- Improved contract security by generating non-modifiable PDFs of contract documents.