CASE STUDY

Seamless Lead-to-Order Process with DocuSign Integration

How Stockton10 helped a promotional products company automate contract processing, reduce manual entry, and accelerate customer onboarding.

100+

NetSuite Project Completed

5-30min

Average Response Time

Zero

Knowledge
Loss

Senior

Consultants on Every Tickert

Client Overview

Client Since: May 16, 2022

Industry: Financial Software - IT Expense Management
(TEM) and IT Finance Management
‍

Remote Talents Hired: 10
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The client is a subscription-based, ServiceNow-native software provider that helps enterprises gain visibility and control over mobile, telecom, and cloud spend through automated workflows and integrated services.

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The Challenge

Estimate-to-order flow simplified

To relentlessly provide unheard of, unwavering, and unparalleled customer service.

Invoice and payment automation

Cut down manual finance entries and improved cash-flow reliability.

Inventory search & PCI-compliant payment workflow

Agents gained real-time visibility, and the system now securely handles credit-card data.

Inventory search & PCI-compliant payment workflow

Agents gained real-time visibility, and the system now securely handles credit-card data.

The Solution / Modules

Manual Data Entry Bottlenecks

Every lead had to be manually entered into NetSuite, taking 5–30 minutes per customer.

Error-prone contract processing

Small mistakes led to 1–3 hours of rework per week, delaying deals and frustrating sales teams.

Delayed customer onboarding

Granting portal access wasn’t automated, sometimes leading to missed activations.

Lack of real-time insights

No clear visibility into which leads needed follow-ups or which customers had gone inactive.

100+ NetSuite projects completed. Average response time under 30 minutes. We only work with companies that are done tolerating this.

Business Outcomes

Estimate-to-order flow simplified

To relentlessly provide unheard of, unwavering, and unparalleled customer service.

Invoice and payment automation

Cut down manual finance entries and improved cash-flow reliability.

Inventory search & PCI-compliant payment workflow

Agents gained real-time visibility, and the system now securely handles credit-card data.

"Stockton10 is OUTSTANDING! I submitted a ticket at 10:39am. The ticket was responded to, resolved, and closed by 2:32pm on the same day."

Lynda T.,

Director of Operations, Rikon Tools

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