Streamlined and simplified quote output
Agriculture & Growth Company focuses on developing and operating some of the world’s largest high-tech indoor farms
Implemented on time and on budget, quote to signature and invoicing
Automated agreement generation and signing
Centralized agreement repository
Standardized agreements
Executive Sponsor
Industry
Products
Services
Challenges
Customer has grown through acquisition, and as a result, collected numerous point solutions
Limited visibility and no standard processes or technology stack
Contracted was an ad hoc with many templates that were manually generated and circulated for review and approval
Needed the ability to generate invoices
Results
Uptima implemented DocuSign CLM to support the standardization and automation of quote output and sales agreements:
Highlight streamlined quote generation on standard output documents
Gave customer the ability to request MSA and NDA documents from within the quoting motions to accelerate deals and eliminate manual contract creation and non-value add activities
Integrated redlining process to allow for more efficient contract review, editing and approval.
Integrated e-Signature to create a complete seamless process
Integrated SF Billing to bulk generate customer invoices