Contracts are absolutely essential to us
DocuMotor is 100% integrated in the Salesforce CPQ
Wins across the board!
Happier sales reps. Better data fidelity. Increased average deal size
Templafy wanted to increase data fidelity and usability but found that the effects of the solutions had ripple effects across the board.
The Salesforce CPQ solution with DocuMotor not only helped solve the issues that Templafy wanted to fix. It had multiple other benefits that have enabled Templafy to continue to scale its business, helped them increase its average deal size, and allowed the sales team to take it to new heights.
Data fidelity revolution
Templafy can now trust the data that’s in Salesforce – everything is done and managed in one system.
Happy, happy, happy
Happier sales reps. Sales reps are set free to do what they do best – interact with clients.
Increased average deal size
Bigger deals! More control over the sales process and documents has led to a higher average deal size.
Less time spend on creating contracts! Sales reps are free to do what they do best, and admins can better manage and change documents.
Contracts are always up-to-date. Terms, pricing, etc. are always accurate, and it’s easy to customize contracts to clients’ needs and requirements.
Sales reps can customize contracts for clients. There is the freedom to adapt contracts, but it’s always within a predefined framework.
Increased data fidelity has meant more accurate forecasting of sales, churn, and renewal ratios.
Opportunity to scale
Templafy now has a scalable solution that enables them to add more content without increasing complexity.
A custom CPQ solution for Templafy; the global leader in content enablement
Challenges and solutions requirements
The reasoning for automating the document creation process was threefold. On the one hand, the previous setup was proving out-of-date. As Templafy continued to grow, the company needed a scalable and flexible solution that enabled better management and controlled the sales process. On the other hand, three obvious problems required an answer.
For one, sales reps spent too much time creating quotes and contracts. The process was done in MS Word, where sales reps manually added data and made document changes. The manual process not only increased the chance of human error in the contracts (off-brand and none compliant material, unauthorized discounts and terms, etc.), but it also meant that the process was disconnected from the CRM system.
The disconnect meant that data fidelity was low. The actual contacts and quotes data often didn’t match the data in Salesforce. To save time, sales reps added the data directly to the documents and forgot to update the data in the CRM system.
This meant that sales data was useless as it couldn’t be trusted to forecast anything.
A new solution needed to be able to fix these problems, all while giving the company and admins better control of the document creation and sales process.
Sales reps needed to be able to create and customize contracts and quotes for different markets and segments
The document creation solution needed to be seamlessly integrated in the Salesforce infrastructure
The solution needed to offer an easy way for admins to manage, update, change, and add features and new sales documents
All sales documents should be built in and on data in Salesforce
The solutions should allow sales reps to chose between selected data sources and content
Document templates should be dynamic making it easy to work with data and content
Learn more about DocuMotor
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