NDA automation

Case Study: NDA Documentation Automation

Company Profile:

NEXGEN Solutions, LLC is a leading technology consulting firm at the forefront of innovation, dedicated to delivering exceptional software-based solutions, hosting services, and comprehensive support to clients worldwide. With a passion for excellence and a commitment to meeting unique business needs, we empower organizations to achieve their goals through cutting-edge technology.

Problem Statement:

The inefficient process of generating, editing and electronically signing the Non Disclosure Agreement for NEXGEN Solutions, LLC had become a bottleneck for the compliance and contracts departments. Due to time consumption and lack of tracking the progress, NEXGEN Solutions, LLC management was looking for an advanced automated solution to save hours in the process as well as organizing document management and eSignature in the system. The process of populating, sharing files, correction, sending for signature, attaching the signed document tot he related CRM record was very complicated, so the compliance and contracts teams had to spend a lot of time creating the documents and sending them to clients and their internal team members. And, for each stage, they had to manually send notifications or emails to team members and clients for signatures or actions. Then when the documents would come back they would manually upload them to Zoho. So, they need a solution to automate this manual process.

Our Solution:

Our team created a blueprint for automating the whole process with different stages of the NDA signing process. We created the automation so that users know what stage they are currently in, and the users and team members get automatic notifications through emails. NDA documents are being created in the cloud automatically with the client data in the CRM. After they are created the team members can check before sending them. The automation also sends contracts to the clients to get signed and after they are signed autobahn admins/authorities will get notifications that they were signed by the client. Then they can sign themselves. In our automation, we also create and close tasks for the CRM users automatically.


After working for them for several months, their current process has become very automated. In the end, their whole process is very smooth and the NEXGEN Solutions, LLC management team needs minimum effort to complete a full process which would take a whole lot of time before.

Customer Comments:

“I absolutely recommend Mark and his team. I have responded directly to your questions below (in red). I should tell you I have been working with technology consultants for several decades and I have never found one that I would rate 100% – which is PERFECTION. To me that is unrealistic. That probably says more about what Mark has to contend with in us as a client than it does what we have to contend with in Mark as our ZohoCRM Expert. We interviewed MANY Zoho product consulting firms before settling on BoostedCRM for our development and integration work. I don’t think you will find one with better knowledge of the Zoho product suite than BoostedCRM.”

Would you tell me a little bit about your working relationship? (Did you feel they really listened to your needs and provided solutions?
“Mark and his team do a good job of listening, I would rate them about 90% on listening to our needs and proposing appropriate solutions.
Mark and his lead analyst are always very responsive to our emails and calls and their responses contain good well thought out answers.”

What (if any) challenges did you have working with BoostedCRM?
“Nothing of consequence that I can think of. Initially, we had some issues with small development changes being made directly in production instead of the Sandbox. However, once we communicated how important it was to us that all development be done in the sandbox where possible. His team came on board and that was no longer an issue.”

What do you feel was BoostedCRM’s greatest strength throughout your project?
“Depth of knowledge and experience with ZohoCRM and its related products. The entire team has a strong understanding of the capabilities of the various Zoho products. They know what it can do, what it can’t do, and how to get around what it can’t do.”

Was your project completed on time and within budget?
“For the most part we have finished our projects on time and within the estimate that he shared at the start of the project.
Mark’s team has done many projects for us and we have many more in the pipeline.”

After the project was completed, did you feel they were still committed to solving any issues you encountered?
“Absolutely. Their support of delivered projects has been to notch. They have even come back and made recommendations based on new Zoho product offerings they think might help us.”

Any other comments?
“I really have no complaints about Mark and his team at BoostedCRM. They have been a pleasure to work with and we look forward to working with them on many more projects in the future.”

Technologies Used: Zoho CRM, blueprints, Zoho writer, Zoho sign, Custom Widgets

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