Case Study: EDGAR Online achieves faster, more secure contract signing—cutting turnaround from weeks to under 48 hours with DocuSign

EDGAR Online Leverages DocuSign for Salesforce to Reduce Risk

EDGAR Online, a long-standing provider of SEC filings, US fundamental data and XBRL compliance tools, faced a slow, paper-based contracting process for its online services. Mailing contracts often took days or weeks to return, sales reps spent excessive time chasing signatures, and there was no way to know whether customers had received, opened, or signed documents.

EDGAR Online deployed DocuSign for Salesforce with no additional IT investment, using secure eSignatures, authentication, encryption, audit trails and customizable templates integrated directly into Salesforce. The result: contract turnaround dropped from up to one or two weeks to under 48 hours, workflows were streamlined with real-time status tracking, and sales staff gained significant efficiency and reduced risk.

EDGAR Online

Tressa Morgan

Sales Operations Database & Client Support Manager