Healthcare Organization

About Client

The client is a leading U.S.-based real estate development and management organization, involved in managing and executing residential and commercial property projects across the country.

Business Challenge

Business Problem

The client was using Conga Composer to generate critical real estate documents such as Purchase Agreements and Addendums. These documents were sent for signing through DocuSign eSignature both digitally and in-person.

However, they faced several operational challenges:

  • Use of outdated purchase agreement templates for both old and new properties.
  • No streamlined process for creating documents related to upcoming properties.
  • Inefficient workflows for sending documents for digital and in-person signatures.


Astrea Approach

Astrea IT collaborated closely with the client’s internal stakeholders and conducted an in-depth analysis of the Conga Composer implementation within the Salesforce environment.

The Astrea team:

  • Audited the current Conga Composer setup to identify configuration gaps and inefficiencies.
  • Created and integrated new document templates for various property types and transaction scenarios.
  • Embedded DocuSign signature tags into these templates to support seamless digital signing workflows.
  • Optimized the end-to-end document generation and signature workflow, improving accuracy and reducing turnaround time.

Outcome

As a result of Astrea IT’s intervention, the client achieved:

  • Up-to-date and standardized purchase agreement templates, ensuring legal accuracy and branding consistency across all properties.
  • Seamless creation of documents for new developments, improving operational readiness.
  • End-to-end automation of the document lifecycle, from generation to digital/in-person signature collection.
  • Improved efficiency, reducing manual work and turnaround time by over 50%.
  • Minimized risk of outdated documents, enhancing compliance and reducing legal exposure.
  • Enhanced customer experience, offering faster and more reliable closing processes.

Technologies/Tools

Custom And Standard Objects/Fields, Conga composer, Docusign, Detail Page button

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