Case Study: Checkr streamlines deal-closing with DocuSign Gen and eSignature for Salesforce

Checkr Optimizes the Deal-Closing Process With DocuSign Gen and eSignature for Salesforce

Checkr, a background-check technology company serving major gig-economy employers, needed a faster and more scalable way to create and manage sales agreements as it expanded globally. Its manual, template-heavy process was slowing deal cycles and creating extra work for sales, legal, and operations teams. Checkr turned to DocuSign, using Docusign Gen for Salesforce along with Docusign eSignature.

DocuSign streamlined agreement creation with guided document generation, Salesforce integration, conditional content, and eSignature workflows, allowing Checkr to generate MSAs, order forms, and renewals in a single click. The company consolidated 400 templates down to 3 and now processes up to 3,000 documents per month, reducing admin effort and speeding deal closing across the business.

Checkr

Travis Lee

Head of Revenue Systems