Automated Contracts for a Merchant Services Company
Transformed a complex, manual contract process for a merchant services provider. Created an intake form and workflow that fills contracts, updates CRM, and automates tasks—cutting completion time from an hour to just 2–3 minutes.
The Challenge
An established payment processor was struggling with a slow, manual contract process that relied on handwritten applications and PDFs. Sales reps spent 30 to 60 minutes completing complex paperwork, creating bottlenecks, wasting valuable time, and leading to lost deals.
Our Solution
We created a streamlined intake form connected to an automated workflow that combined form inputs with data from their HubSpot CRM. This system automatically populated every section of the contract and application, generated a final draft in DocuSign, sent email notifications, and created CRM tasks for review and signature.
- Intake Form Automation: Simplified data capture to minimize manual entry.
- CRM Integration: Pulled existing customer data to auto-fill documents.
- DocuSign Integration: Generated and sent contract drafts for digital signatures.
- Automated Notifications and Tasks: Kept the sales team informed and on track.
The Results
The contract completion time dropped from 30–60 minutes to just 2–3 minutes per application. Sales reps were freed from tedious busywork and able to focus on bringing in new clients. The company improved accuracy, sped up deal closure, and boosted overall sales productivity.