Case Study: Flexential automates quote-to-cash and cuts sales cycle by 25% with DocuSign

Flexential simplifies sales with the DocuSign Agreement Cloud

Flexential, a provider of secure, compliant IT infrastructure services, needed to modernize a fragmented sales process that relied on a homegrown quoting system and a third‑party CLM. Sales reps struggled to assemble complex, customized quotes, negotiations were slow and error‑prone, and a recent merger doubled the complexity of managing agreements and contract data.

Flexential implemented DocuSign eSignature and CLM integrated with Salesforce Sales Cloud, CPQ and ServiceNow to centralize quoting and automate workflows with drag‑and‑drop rules and smart routing. The result: faster, in‑Salesforce quoting and negotiations, a connected searchable agreement repository, a ≥25% reduction in sales cycle time, zero document errors, 75% fewer manual transactions, 80% of Quote‑to‑Cash ops time refocused on higher‑value work, and significantly less developer support required.

Flexential

Cheryl Kleiman

Regional Vice President of Sales