RoadEx Streamlines Agreement Process and Drives More Sales with DocuSign Gen for Salesforce

The key to winning new deals in financial services often comes down to streamlined processes and delivering exceptional customer experiences. Creating and manually prefilling documents like loan applications, non-disclosure agreements and master service agreements and routing these documents to where they need to go takes time away from selling. Yet these documents are a key to ensuring new business is closed quickly, and to providing new and existing customers with a positive experience.

That’s why financial institutions that use Salesforce are increasingly looking for new, more efficient ways to generate, prefill and obtain e-signatures on agreements in a fully integrated and intuitive way.

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