Posted on Aug 03, 2021

Track appropriate customer information for invoicing and collections

Challenges

  • 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.

Solutions

  • 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.