Case Study: Guiding Eyes for the Blind streamlines contract management with Eigen X and DocuSign for Salesforce

Guiding Eyes for the Blind eliminates paper contracts and streamlines signatures with Eigen X

Guiding Eyes for the Blind, a non-profit organization providing guide dogs, faced a challenge with its contract process. The organization used a mix of DocuSign and paper contracts with different templates across its departments, which was inefficient and lacked standardization. They needed a solution to unify this process, dynamically select the correct template, and gain insight into contract status without requiring all departments to access DocuSign directly. They partnered with vendor Eigen X to address this using Salesforce and DocuSign.

Eigen X implemented a customized DocuSign for Salesforce solution. They created standardized, approved templates and developed a "Smart Send" button that dynamically selects the correct template, auto-merges fields, and sends the agreement. The result completely eliminated paper contracts and streamlined the process to a single click. Guiding Eyes can now report on signing status directly in Salesforce, automated reminders are sent to signees, and legal review is no longer needed for standardized agreements, ensuring consistent branding and language.

Guiding Eyes for the Blind