PSS E-SIGN

28.11.23 12:39 PM By Dmitri Plotnikov

Enhancing Sales Efficiency with PowerApps and DocuSign Integration:

A Case Study for a Telecom Team

Background:

A telecom team of 20 sales managers was encumbered by slow, paper-based contract processes. To address this, they sought to integrate advanced e-signature capabilities into their workflow to expedite contract signings and approvals.

The Challenge:

  • Manual Process Drawbacks: Managing approximately 500 contracts monthly, the team was mired in inefficiencies due to paper-based methods.

  • Time-Consuming Contract Approvals: 

  • Document Security and Compliance: The physical handling of contracts poses risks to document security and regulatory compliance.

Technical Hurdles:

  • Seamless Integration: Incorporating DocuSign's e-signature solution within their existing PowerApps framework.

  • User Adoption: Ensuring the sales team, with varying technical skills, could quickly adapt to the integrated system.

  • Maintaining Compliance: Adhering to digital signature laws and standards in the telecom industry

Our Approach:

  • PowerApps and DocuSign Integration: Customized a PowerApps platform to integrate seamlessly with DocuSign, enabling digital contract management and e-signatures.

  • Automated Workflows via Power Automate: Leveraged Power Automate to streamline document circulation, thus reducing manual oversight and speeding up the approval process.

  • Secure Cloud Storage with Azure: Utilized Azure Cloud to safely store digitally signed documents, ensuring data integrity and compliance.

  • Targeted Training for Sales Managers: Conducted focused training sessions for the sales team to facilitate a smooth transition to the new digital process.

Outcome:

  • Contract processing time was reduced from 10 days to just two days, an 80% increase in efficiency.

  • The team achieved a 100% adoption rate of the new system within two weeks.

  • Errors and discrepancies in contract management decreased by 70%.

  • The company realized an estimated annual saving of $50,000 in operational costs and enhanced productivity.

Note:
Integrating PowerApps with DocuSign revolutionizes contract management, making it faster, more secure, and more compliant. This transformation is especially impactful for sales teams in fast-paced environments. Let’s discuss tailoring a similar solution to streamline your sales processes.