Senior Director Business Operations
Addepar found themselves growing out of their manual contract process, which was prone to delays and errors. They had problems with version control and approvals because they relied heavily on email.
SpringCM provided a central repository that integrated seamlessly with Salesforce, giving visibility to internal documents such as sales rep letters, commission plans and internal employee documents.
With contracts and other documents housed in one place, employees at Addepar can use SpringCM to create customized workflows according to the specific contract.
Through SpringCM and DocuSign, Addepar has eliminated the need for paper and ink, and cut days out of the signature process. Instead of tracking down customers to sign agreements, each contract is signed electronically, from any device.