90% Faster and Safer Agreement Closures: Atara Development Salesforce Document Workflow Transformation
Real Estate
Key Highlights
95%
faster document generation and eSigning
85%
time saving in document management
90%
faster document approval and completion time
Challenges
Using Separate Tools for Document Creation and Signing:
Documents were generated in one tool and then sent for signing using another, which broke the flow and required extra manual effort.
Complex Template and Envelope Setup:
Managing document templates and signing envelopes across systems was time-consuming and difficult.
Limited Control Inside Salesforce:
Because some actions occurred outside Salesforce, tracking and managing documents in one place was difficult.
Solutions
One-Click Document Generation and Signing
To streamline the process, we integrated both platforms, Docs Made Easy and the eSigning app. With one click, document generation and eSignature, users doesn’t have to struggle with manual document management. They can easily create and send the document for eSignature.
Configured Document Templates and Envelopes
We set up the required document solutions and templates inside Salesforce to make the process easier. Recipient signing templates were also made visible, so users can quickly choose the right template with predefined recipients and complete signing without confusion.
"This case study demonstrates how Atara Development transformed its document workflows by integrating Docs Made Easy with DocuSign inside Salesforce."
Haffizulla Shaik
Conclusion
Atara Development’s document workflow is now much smoother and easier to use. What once involved many manual steps and tool switching has been transformed into a single, reliable flow right inside Salesforce. Because of this, document generation and sending for eSigning are being done with a single click. Thus, Atara Development now has a reliable, scalable, and user-friendly document and signing solution that supports their business goals as they continue to grow.
Company Overview
Atara Development is a real estate company in the UAE that works on a range of property projects, creating luxury homes built on trust, quality, and long-term value. With a focus on thoughtful design and prime locations, ATARA develops residences that offer comfort, security, and refined living. Each project is carefully crafted to deliver lasting value while elevating communities across Dubai and Ras Al Khaimah.
Sales & Support
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