B2B buying and selling is more complex than ever with the average sale involving 10 people and lasting 17 weeks. And it now all has to happen remotely. So sellers are adapting quickly to this new landscape – enabling reps with technology and shifting how they engage with prospects.
Because 80% of sales teams execute over 500 contracts each month, this part of the sales process needs an upgrade. With Docudash, your sales team can fully automate the agreement process from custom contract generation and signature to business workflows and document analysis. Close deals with a click from inside your CRM and stand out with a modern experience that prospects expect.
Refinitiv, one of the world's largest financial data and insight providers, uses Docudash to close sales 95% faster and make it more convenient for customers to do business with them.
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Brian Manning
President & Chief Digital Officer, Centric Digital
Heather Atkinson
VP of Revenue Operations, Products and Pricing at Salesforce
Cheryl Kleiman
Regional Vice President of Sales, Flexential
Reduce deal turnaround time to get revenue in the door faster.
Deliver a better experience for your buyers and make it easy for them to do business with you.
Automate manual contract processes so reps can focus on selling.
Docudash helps sales teams digitally transform how they interact with customers. With more than a dozen products and over 400 integrations, Docudash helps you improve your entire agreement process, from preparing to signing, acting on, and managing agreements.
Never lose visibility into the status of your sale by sending and signing agreements from virtually anywhere with the world’s #1 electronic signature solution.
Automate the contract lifecycle with document generation, collaboration, workflow, and a central agreement repository.
Use AI-driven conceptual search, clause identification, and analytics across all your supplier contracts.
Docudash works with the systems you already use.
Prepopulate contracts and ensure your records are always up-to-date with Docudash eSignature for Salesforce.
Send agreements for approval and sync your data directly with Docudash for Microsoft Dynamics 365.
Streamline your contracting workflow by integrating Docudash with your Oracle applications.
Docudash integrates with a wide range of CRM systems so reps can send out contracts for approval with a click of a button. The workflow for a specific contract type can be set up beforehand, greatly reducing the effort needed to get contracts ready for signature.
Set the order of approvals for quick sign-off from internal stakeholders before sending the contract to the customer for signature. Make approvals even faster by analyzing full third party contracts or individual clauses inserted by customers with AI to avoid a long legal review.
The status of a contract is updated within your CRM, making it easy for reps to keep track of what’s going on, and proactively clear bottlenecks to make sure the deal keeps moving forward.
Once a contract is signed, it’s automatically written back to your CRM where the account status is updated. It's also where any relevant data is stored so you can automate downstream actions like account provisioning or billing.
A commissioned Forrester study explores how to unblock your sales pipeline with digital agreements.
Docudash examines the rapidly evolving state of the selling processes and priorities in this report.
This Forrester research reviews the benefits, costs and risks associated with automating sales contract workflows with Docudash CLM.
Reduce the time your sales reps are spending on paperwork so they have more time to sell.
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