Our successful projects: DocuSign eSignature, DocuSign CLM, Databases, Business ChatBots, Dynamics 365, Azure Services

Application: Freight Order management

In freight order management, you can create and edit freight documents (for example, freight orders, consignment orders, and freight bookings).

These documents contain information required for transportation planning and execution, such as source and destination locations, dates or times, product information, and resources used. 

We automated:

• On the Output Request tab, the CMR waybill must be sent to business partners via DocuSign for signing by clicking the Send Output button.
• As soon as the CMR waybill is signed using DocuSign, it should be attached to the corresponding Freight Order and available at the Attachments tab. Output status should be changed to 'Signed'.
  

Application: Dynamics 365 SalesHub

In Dynamics 365 Sales Hub, it is possible to manage deals from lead capture to product shipment. During work within the CRM, a large number of documents are generated which are sent to the client for signature: Quotation, Contract, Delivery Order, Shipping Order, etc.

The manual handling of these documents inside CRM, including tracking their status, led to significant time expenditures on the part of the company. Therefore, a decision was made to integrate Dynamics 365 Sales with DocuSign eSignature.

We automated:

• The ability to sign documents and send them via DocuSign eSignature directly from Dynamics 365 Sales was added.
• A seamless integration with DocuSign eSignature was implemented, enabling automatic exchange, signing of documents, and updating document statuses within the CRM at each stage of the document signing process.
• An automatic contract generation and signing process through DocuSign eSignature was created immediately after a client signs the Quotation.
• Automatic notifications for the sales specialist about the deal moving to the next stage after the client signs each of the documents.
  

Application: Business ChatBot

The cable TV operator used a chatbot for consulting clients, collecting their feedback, and gathering leads.

However, neither its website nor the chatbot itself allowed customers to complete the service contract process from start to finish without human assistance.

We automated:

• An option "Sign contract online" has been added to the chatbot.
• Through this option, the client can now not only leave their contact information for further communication with the operator but can also select the desired products and services, and immediately conclude a contract for cable television services within a few minutes.
• After the client signs the contract, it is automatically entered into the CRM.
• From the CRM, the data is automatically transferred to Dynamics 365 Field Service, from where a technician is assigned to visit the client.
  

Application: DocuSign CLM (Contract Lifecyle Management System)

A client is utilizing DocuSign CLM for managing the company's electronic document workflow. There was a need to develop an automated process for generating contracts with a complex structure, which would vary depending on the selected contract language, payment terms, and termination conditions.

After the contract was generated, it was required to undergo a complicated approval procedure both internally and with the counterparty.

Upon completion of all approvals, the final document needed to be automatically sent to the client for signing, with the ability to track the signing process.

We automated:

• Automatic contract generation with a complex structure, where the content depends on the client's language, payment terms, delivery conditions, and termination clauses.
• Automatic initiation of contract approval procedure with automatic assignment of responsible parties based on the contract attributes.
• Automated internal contract approval procedure within the company.
• Automated negotiation and amendment procedure for the contract involving the counterparty.
• Automatic triggering of the contract signing process through DocuSign eSignature.
• Monitoring of the signing process.
• Accelerating the contract signing process from several days to a few hours or even a few minutes.
• Storing the signed contract with updated attributes in the DocuSign CLM repository and in the client's CRM.