Streamlined & simplified proposal output
Customer Experience Company encourages brands to carry-out customer experiences that pleasure and delight them.
Streamlined and simplified proposal output
Automated agreement generation and signing with a centralized repository that was integrated into Salesforce
While vendor contracts were outside of Salesforce, the same repository of all the other contracts allowed for dynamic contract management
Executive Sponsor
Industry
Products
Services
Challenges
Customer sought the ability to automatically generate proposal documents
They desired unified, scalable systems and processes across the entire agreement and ordering lifecycle
Customer needed the creation of vendor contracts outside of Salesforce
Results
Uptima implemented eSignature and CLM to meet customer requirements
Streamlined proposal generation on standard templates with a click of a button
Repaired several generation points, which then allowed for the dynamic generation of contracts related to entities such as accounts, opportunities, vendors, etc.
Implemented generation of vendor contracts which used the ability to upload a 3rd party paper for capturing information