Case Study: DocuSign improves collaboration and sales clarity with Lucid Software

DocuSign - Customer Case Study

DocuSign, a large enterprise with distributed teams, needed a better way to run quarterly product planning and customer-facing solution discussions across locations. The team’s old process relied on an in-person wall of sticky notes, which was difficult to scale for employees working in Seattle, San Francisco, Chicago, and remote offices. DocuSign turned to Lucid Software’s Lucidchart to bring more visibility, collaboration, and structure to both product planning and sales workflows.

With Lucidchart, DocuSign moved planning into the cloud, enabling real-time collaboration, live edits, and easier feedback without endless email threads or travel. The tool also helped the sales and professional services teams create clear process diagrams for customers, improving understanding and onboarding. DocuSign reported a more efficient planning process, a dramatic increase in quarterly delivery rate, and an estimated 20% improvement in sales close rate, while also shortening deal cycles.

DocuSign

Jen Zagofsky

Senior Director on the Program Management