Wingify’s Challenges

The legal team at Wingify faced hurdles in the sales contracting process. Some of the challenges include:

• Absence of a centralized repository: Not having a contract repository made it difficult for the sales team to be autonomous and for the legal team to get real-time visibility into the sales contracts
• Manual contract creation: NDAs, MSAs, and other agreements required extensive data entry.
• Lack of visibility: Sales and finance teams wanted real-time visibility into the status of contracts, without having to contact legal each time. 

To streamline the sales contracting process and legal documentation process, Wingify integrated SpotDraft with Salesforce, enabling seamless contract creation and execution. 

How Wingify Uses Salesforce for Contract Management

Wingify manages multiple types of contracts within Salesforce, including:

• NDAs, Order Forms, Long Order Forms, and MSAs: About 55% of their contracts are  standardized agreements that are generated within Salesforce 
• Custom templates and partnership agreements: About 45% of tailored contracts are also created and managed through Salesforce’s + SpotDraft dynamic template creation.

Wingify could do everything on Salesforce that they were doing on SpotDraft.

• Contract Generation: Sales teams could generate NDAs, MSAs, and other agreements directly within Salesforce from objects like Accounts, Opportunities, and Quotes.
• Auto-Populated Fields: Payment terms and other key details were automatically filled from Salesforce data, eliminating manual input errors.
• Flexible Contract Handling: Users could upload third-party contracts for legal review or generate standard agreements with pre-approved templates. Tracking the status of contracts in real-time also helps Wingify handle their contracts with ease.
• Effortless eSignatures: Contracts were sent via a shareable link with real-time tracking, leveraging SpotDraft’s free native eSignatures
• Two-Way Sync & Audit Trail: Contract status updates synced across Salesforce and SpotDraft, providing a complete audit log for compliance.
• Standard objects and custom objects: SpotDraft was able to design and integrate custom objects for opportunities and contract objects for seamless contract management. SpotDraft was able to generate custom reports with useful analytics. This not only helped manage the workload across the team, but also showcase legal impact/value to leadership.

Faster Deals, Smoother Sales, Effortlessly with SpotDraft & Salesforce

The results of SpotDraft’s integration with Salesforce were immediate and transformative for Wingify’s sales team.

• Quick contract execution: Agreements were created on Salesforce and sent to signature swiftly, drastically reducing deal closure times. SpotDraft pulled structured data directly from Salesforce and generating the contract on Salesforce
• Contract management, without leaving Salesforce: Sales teams didn’t need to leave Salesforce to execute their contracts.
• Contracts auto-processed from SFDC workflows: Ensured seamless execution without too much manual intervention.
• A centralized repository for contracts: SpotDraft stores all executed and in-progress contracts in a structured, cloud-based system, providing seamless access to legal, sales, and finance teams within Salesforce or SpotDraft’s native platform. This eliminated the need for scattered contract storage across emails, shared drives, or multiple systems, and ensured a centralized and efficient contract management process for Wingify. This also provided the sales team with full contract visibility, reducing back-and-forth in follow-ups. 
• Accelerated approvals: Automated workflows were triggered within Salesforce. Additionally, SpotDraft also helps track approvals and send contracts for signatures. 
• Standardization: SpotDraft was able to ensure standardization, while allowing flexibility, for deal-specific terms. Having SpotDraft, also gives legal users background and contracts at a glance, which gives a lot of missing context. 

By leveraging SpotDraft’s Salesforce integration, Wingify has been able to turn contract management into a seamless process and improve operational efficiency.‍

‍Testimonial by Deepa Amre: Head, Legal (Director Legal) at Wingify and Veerbhavan Hingorani: Salesforce - CRM Head) at Wingify