Case Study: Planview ProjectPlace achieves faster contract turnaround and saves up to 4 hours per sales executive per week with DocuSign

Projectplace Improves Project Management with DocuSign for Salesforce

Projectplace, a leading European cloud provider of project collaboration tools used by over 900,000 professionals in 160+ countries, needed better control and tracking of signed documents across the organisation. With all contracts and order forms required to live in Salesforce, the company sought an e-signature solution that would integrate tightly with its CRM and give precise oversight of the signing process.

By implementing DocuSign for Salesforce via DocuSign’s open APIs, Projectplace automated the contract workflow so Opportunities moved to Verbal Close trigger approvals and send documents for signature, with completed agreements automatically updating Salesforce. The change cut document-handling time significantly—account executives save on average 1.5 hours per week (some up to 4 hours), contracts are completed legally and error-free in minutes, and sales and customers (especially in the Nordics) report improved efficiency.

Planview ProjectPlace

Mia Ingelstrom

Head of Business Operations, Projectplace