Case Study: NICE Systems streamlines proposal and contract generation with Uptima and DocuSign CLM

Streamlined & simplified proposal output

NICE Systems, a customer experience company, sought to automate the generation of proposal documents and unify its systems across the entire agreement lifecycle. They also needed a solution for creating vendor contracts outside of their Salesforce environment. To address these challenges, they partnered with Uptima to implement DocuSign eSignature and DocuSign CLM.

Uptima implemented a solution that streamlined proposal generation to a single click on standard templates. They enabled the dynamic generation of contracts for accounts, opportunities, and vendors, and implemented a process for vendor contracts that included uploading third-party documents. As a result, Uptima provided NICE Systems with a centralized, integrated repository that automated agreement generation and signing, simplifying and streamlining their entire proposal output process.

NICE Systems