Challenge
Manual collection of client signatures on forms and agreements creating delays, lost documents, and poor client experience.
Solution
Integrate DocuSign or Adobe Sign with Salesforce for automated document routing, signature collection, and filing with full audit trail.
Key Outcomes
- Automated signature collection workflows
- 3-5 day to same-day document execution
- Complete signature audit trail
- Eliminated lost or incomplete forms
Tags
e-signatureautomationriasdocusignworkflows
Implementation Timeline
6-8 weeks
Low Complexity