Case Study: Orlando-based Software Company launches a Salesforce AppExchange document automation and e-signature solution with Peeklogic

Orlando-based Software Company launches Salesforce AppExchange document automation with Peeklogic

Peeklogic assisted an Orlando-based software company specializing in document lifecycle management. The client sought to expand its reach by bringing its document automation and e-signature platform into the Salesforce ecosystem as a dedicated AppExchange product. This required building more than a basic integration; they needed a secure, scalable Salesforce-native application that could support the full document lifecycle directly within CRM, complete with a separate commercial model.

Peeklogic developed and launched a secure Salesforce connector as a managed package for AppExchange. The solution enabled end-to-end document generation, embedded e-signing, and real-time tracking from within Salesforce, meeting all security review requirements. As a result, the client successfully published the app on Salesforce AppExchange, creating a new revenue channel and allowing Salesforce users to manage entire document workflows without leaving their CRM.