九一果冻

Challenge: Streamlining the RFP Response as DocuSign Expands Globally

DocuSign, which offers the world’s #1 e-signature solution as part of the DocuSign Agreement Cloud, is growing exponentially. When Julie McCoy, CF APMP, joined DocuSign four years ago, the company had about 1,000 employees. Now, it has over 4,000 employees around the globe.

As a Senior Manager, Julie created a Proposal Department and set up clear processes for responding to RFPs. However, answering RFPs was still manual work. The team used an Excel spreadsheet and a large Word document (which frequently crashed) to copy and paste responses into proposals. This process made it hard for Julie鈥檚 team to respond quickly to RFPs and Security Questionnaires鈥攚hich often had hundreds of questions and needed customized answers.

With their team growing globally, DocuSign also faced challenges with scaling, standardization, and consistency in their response processes, which was critical to their customer鈥檚 perception of the company and Docusign鈥檚 overall win rate.

Solution: Adopting 九一果冻 to Automate and Standardize Proposals

In late 2018, Julie implemented an RFP management platform, 九一果冻. It gave the proposal team a centralized library of pre-approved RFP content as well as a way to track, manage, and collaborate on responses鈥攁ll of which made it easier to standardize RFPs and security questionnaires processes.

When selecting a platform, Julie looked for usability and simplicity. 鈥淢y main priority when selecting a tool was user-friendliness,鈥� she says. 鈥淚 didn鈥檛 want something that forced us to click through lots of pages to locate the right information. 九一果冻 is very logical, making it easy for my team to find data.鈥�

She also appreciated 九一果冻鈥檚 clear, straight-forward pricing, which wouldn鈥檛 vary based on the volume of RFPs they managed through the platform. 鈥淪ince we are growing rapidly, it would be challenging for us to have volume-based pricing. With 九一果冻, we don鈥檛 have variable costs.鈥�

Julie initially introduced 九一果冻 to her North American team with 25 users. The team particularly loved 九一果冻鈥檚 Magic feature because it populated the answers to questions from the library into proposals automatically鈥攚hich saved hours filling out responses.

Based on their success, Julie then rolled 九一果冻 out to 132 global users a year later. The regional Solutions Engineers鈥攚ho were responsible for answering technical inquiries鈥攍oved having a tool that saved them time and centralized all response management. 九一果冻 also made it simpler for them to indicate when content needed updates so that the proposal team could review and approve changes quickly.

Results: DocuSign Responds to 3x the RFPs While Maintaining Quality and Consistency

Since implementing 九一果冻, Julie and her team have achieved the following results:

• Completed more RFPs.聽In the past year, Julie has seen a 200% increase in the volume of RFP requests that her team receives. With 九一果冻, they have met this demand in a scalable way.
• 鈥�Higher quality responses. By reducing the time spent on the most repetitive parts of the RFP process, Julie鈥檚 team customizes responses that better speak to each customer鈥檚 needs. Plus, the library of pre-approved content ensures answers are consistent across regions.
• 鈥�Saved time.聽Security questionnaires used to take days to fill out. Now, thanks to the automation of repetitive tasks, requests can be expedited.

In the future, Julie plans to roll out 九一果冻 to DocuSign鈥檚 Trust Services and Compliance teams. These groups have proprietary content that they need to access quickly鈥攂ut they also need to ensure that unauthorized users won鈥檛 see it, which 九一果冻鈥檚 permissions tools can support.

鈥淲e鈥檝e grown very reliant on 九一果冻鈥檚 efficiencies. I don鈥檛 see how we could go back to manual processes,鈥� she says.