Case Study: Retail Capital slashes agreement turnaround to under one hour and cuts costs with DocuSign for Salesforce

Retail Capital Streamlines its Agreement Process with DocuSign for Salesforce and Custom Buttons

Retail Capital is a South African financier that provides working capital to SMEs and manages deals in Salesforce. Their agreement process was slow and costly: contracts were printed and couriered or hand-delivered, often returned with missing or incorrect signatures, causing days or weeks of delay and extra expense.

They implemented DocuSign for Salesforce with custom buttons and simple JavaScript to select templates and enforce a three-step signing order (checker, merchant signers, Retail Capital signing group). The integration—built in-house—reduced turnaround from days or weeks to under an hour, cut courier and travel costs, accelerated funding to customers, and is being expanded to more use cases.

Retail Capital

Steve Holyoake

Executive Head Systems and Risk