- Needed fast, simple and secure agreement to strengthen connections with the customers during the contract signing process.
- Ability to track appropriate customer/contract information for invoicing and collections.
- Designed to integrate directly into Salesforce, DocuSign, and worked together with Drawloop.
- The salesperson can select specific clauses or words necessary to a specific contract.
- Drawloop takes the data (like customer name, product details, etc.) from the opportunity in Salesforce and merges it into a DocuSign template to create an assembled PDF document.
Tools & Technologies
- Deal close cycle time cut from 2 days to 71% in less than 1 hour, and to 90% in less than 1 day.
- 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.