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Integrated contract management with Salesforce

Track appropriate information of customers to invoicing and collections

Challenges

  • 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.

Solutions

  • 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

Salesforce, eclipse, Docusign

Key benefits

  • 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.