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Objective
INZEKO aimed to streamline the management of multiple DocuSign templates associated with Salesforce Cases. The goal was to improve user experience by simplifying the process of linking templates and providing an efficient interface for managing them.
What Did Inzeko Do
DocuSign's standard functionality did not support the linking of multiple templates to a single Salesforce Case.
Users faced difficulties with managing and accessing various templates, leading to a cluttered interface and inefficient workflow
Results Achieved
Customer Reviews of the Case
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As a US-based firm, V&N Infotech has significantly optimized our legal workflows through INZEKO’s seamless DocuSign integration. Their deep expertise and tailored approach enabled a highly efficient and smooth implementation. We confidently recommend their services
Meharoopan Jeganathan,
V&N Infotech
