Automated Workflows Enable Rapid Contract Generation

Project Profile

Xpertdoc - Document Automation

The Xpertdoc Connector for Microsoft Dynamics 365/CRM, coupled with electronic signature capabilities, enables the creation, management and delivery of highly personalized, data-driven documents in a single click from the Dynamics 365/CRM platform.

About ABC Financial

ABC Financial delivers cutting-edge billing and health club management software to the fitness industry, maximizing revenue throughout the clubs they serve. They offer comprehensive billing services, advanced club management software, customized marketing programs and customer service that’s second to none.

The Challenges

ABC Financial supports operations in 6,700 health clubs and gyms all across United States, Puerto Rico, Canada, Mexico, and Europe. But along with growth come challenges. The organization was signing up new customers for their various services successfully, but the contract preparation and new customer on-boarding process was inefficient and time-consuming.

The contract documents were highly variable, with 150 to 200 different data fields that were populated by hand. The workflow required salespeople to enter the same information twice – once into the documents and then again into ABC Financial’s Microsoft Dynamics CRM system. Plus, a great many of ABC Financial customers operate multiple facilities. Location-specific data and contract clauses had to be manually added to the documents for every new deal to account for these multi-site customers.

Because the new customer on-boarding process was dependent upon static documents, obsolescence was also an issue. Ensuring that all salespeople were using the most current version of the contracts was difficult and making global changes to contract language was a time-consuming task. Revisions and changes to the “standard” documents were typical – with ABC Financial handling on average 50-60 document revisions per day. Many people in the organization were involved in creating, proofing, and revising contract documents, including an administrator working full-time on managing the workflow.

After being introduced to the company at a Microsoft Dynamics CRM conference, ABC Financial began talking with Xpertdoc about replacing their existing workflow with one that was based on the Xpertdoc technology.

The Solution

End-to-end Automated Workflows

Xpertdoc analyzed the variety of contract documents in use at ABC Financial and was able to rationalize the template library from 20 templates to three. Revisions and changes to these templates can be done and released in a fraction of the time it used to take, ensuring that sales representatives always present the most current, compliant versions of documents to their customers.

Xpertdoc’s seamless integration with Microsoft Dynamics CRM addressed the cumbersome and manual practice of entering data twice, enabling ABC Financial salespeople to spend more time on productive tasks, such as making sales calls. But the workflow improvements didn’t end with integrating the contract documents with the data source. By analyzing the CRM data, Xpertdoc triggers additional processes based on the business rules set up for individual situations. These processes include the gathering and storage of secure electronic signatures via integration with AssureSign.

Integrating AssureSign electronic signatures into ABC Financial's Xpertdoc and CRM systems is the final step, enabling the document completion process. The entire cohesive process saves the organization both time and money, as well as creating a streamlined and simple user experience.

David W. Brinkman
President and Chief Executive Officer of 

From contract generation to delivery and electronic signature, the entire new customer on-boarding process is now automated for ABC Financial.

Extending Functionality

ABC Financial had a desire to automate follow-up actions that would be triggered by data collected from their customers during the signature process. The Xpertdoc team captured the company’s requirements and was able to rapidly extend the functionality of the Xpertdoc solution to their customer’s satisfaction; the enhanced functionality was delivered within a matter of weeks, and the complete solution was still delivered and implemented on time.

The flexibility and customization built into the product design are what allows Xpertdoc to fulfill the unique requirements of their customers, even in a niche industry such as health club management software.

The Benefits

The rationalization of ABC Financial’s template library generated immediate benefits by reducing maintenance and improving consistency. The risk of using a non-compliant template – and having to start over after a transaction was in process – was also eliminated.

The Xpertdoc solution integrated with Microsoft Dynamics CRM provided ABC Financial salespeople with powerful capabilities for data integration; personalized contracts can be generated in seconds with accurate customer data pulled from ABC Financial’s CRM system. The end-to-end automated workflows boosted productivity, freeing the sales team to concentrate on growing the business instead of struggling with a cumbersome and manual contract process.

The excellence in service – quality, timing and delivery of requirements – received from the Xpertdoc team was particularly noteworthy to ABC Financial. Knowing they had a vendor-partner with a similar philosophy of customer service gave them the confidence to consider further applications across the organization.

Generating a single contract used to take us over an hour. It is now a ten-second task. It sounds like a cliché but all we have to do is literally click a button.

Kyle Childers
Director of Technical Sales at 
ABC Financial

Like ABC Financial, empower your organization with document generation and document automation capabilities enabling the creation, management and delivery of better documents, faster.

Contact us today!

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc