Case Study: Tipalti closes more deals faster with DocuSign Gen for Salesforce

Tipalti closes more deals faster with DocuSign Gen for Salesforce

Tipalti, a fast-growing cloud payments company that processes over $10 billion annually for 4 million suppliers, faced a sales operations bottleneck: creating new order forms required manually pulling data from multiple systems and completing 35 steps, slowing reps and risking errors—even though they primarily worked in Salesforce.

Tipalti implemented DocuSign Gen for Salesforce to auto-generate order forms from Salesforce opportunity data, cutting form creation to 5–10 steps (about 70% fewer) and enabling an end-to-end workflow—generate, send for eSignature, and automatically attach the signed agreement to the opportunity. The change delivered faster deal closings, fewer errors, and simpler template management for admins through conditional content.

Tipalti

April Larsen

VP of Sales Operations