Northwest Web Marketing

Soar Payments Automating Sales Process

Client wanted to streamline their sales process by eliminating manual completion of customer contracts, manual sending of those contracts for electronic signature, manual checks on whether documents were fully completed, and then manually forwarding signed contracts to the appropriate party. Northwest designed and implemented a fully automated solution using a custom integration of Gravity Forms, WebMerge and DocuSign.

Project length
2.5 months
Soar Payments
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