Case Study: ABC Fitness Solutions achieves rapid contract generation with Experlogix

Automated Workflows Enable Rapid Contract Generation

ABC Fitness Solutions, a provider of billing and health club management software, was struggling with a slow, manual contract preparation and customer onboarding process. Sales teams had to enter 150 to 200 data fields by hand, duplicate information in Microsoft Dynamics CRM, and manage frequent revisions across multi-site customer contracts, creating inefficiency and compliance risks. Experlogix Document Automation was brought in to replace the paper-heavy workflow.

Experlogix automated ABC Fitness Solutions’ end-to-end contract generation and onboarding process by reducing the template library from 20 templates to three, integrating directly with Microsoft Dynamics CRM, and adding electronic signature capabilities through AssureSign. The result was faster, more consistent document creation, with single contracts dropping from over an hour to about 10 seconds, improved productivity for sales, and reduced risk of non-compliant documents.

ABC Fitness Solutions

Kyle Childers

Director of Technical Sales