endorsedCompleted

Salesforce eSignature & CRM Integration for SaaS Company

Services Covered:

CRM Solutions

Industry

Information Technology

Duration

10 months

Budget

10K - 49K

Start Date

1 February 2025

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

79/100

Good

Project Capability Score (PCS) estimates how capable Perigeon Software is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Seed Data Systems

Ahmedabad, India

Project Summary

Perigeon Software Private Limited developed a Salesforce-based eSignature and CRM integration solution for a SaaS company to digitize document workflows and reduce manual processes. The engagement delivered significant operational improvements—including reduced manual processing and faster document turnaround—and improved compliance and user adoption.

Key Challenges

Build a scalable Salesforce-based eSignature solution
Digitize document workflows to reduce manual processing
Enable secure and compliant signing with audit trails
Integrate signing workflows seamlessly with CRM for faster contract execution and improved operational efficiency

Project Deliverables

Salesforce-based eSignature solution
CRM integration
Digitized document workflows
End-to-end product development
Audit trails and compliance features

Project Solution

Perigeon delivered complete end-to-end product development of a scalable Salesforce-based eSignature solution. The work included digitizing document workflows, integrating signing functionality with the client's CRM for faster contract execution, and implementing audit trails and paperless workflow features. The vendor staffed the engagement (6–10 team members) and delivered the solution aligned to requirements using Salesforce and .NET technologies.

Project Outcome

70–80% faster document turnaround
60% reduction in manual processing
95%+ signature completion rate
Improved compliance with audit trails
Higher user adoption across teams
Reduced operational costs from paperless workflows

Platforms

Tech Stack

.NET

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Perigeon's work resulted in a 60% reduction in manual processing, a 95% signature completion rate, and improved compliance with audit trails. The team delivered a solution that aligned with the project requirements. Their responsiveness and attentiveness to the project were also commendable.”
Anonymous
Executive
Date: 03/25/2026