Case Study: Scania achieves faster, error-free agreement generation and automated e-signatures with ActiveDocs

Efficiency and customer service gains at Scania through automation of agreements and email communications

Scania Finance UK (Scania) faced an inefficient, manual document process that relied on hard-copy handoffs between settlement and leasing teams, manual collation of agreement packets, handcrafted e-signature placeholders, and copy‑and‑paste email responses. To modernize document generation and client communications, Scania deployed ActiveDocs in user-driven mode with integration to its CRM and finance systems and added the ActiveDocs Outlook module.

ActiveDocs automated template selection, data population and delivery—proven in a 21-day POC and moved immediately to pilot—ensuring 100% fidelity of data transfer and applying business rules so manual edits are no longer required. As a result, Scania now generates agreements and customer emails in a fraction of the time, has largely eliminated human error, enables seamless collaboration between settlement and leasing teams, and can automatically send packets for e-signature or print, allowing fully automated, paper‑free deal closures.

Scania