Perceptyx Spends 99% Less Time Generating Documents with IAM

Perceptyx helps companies build better workplaces by listening to their employees. But what happens when the experts in employee experience realize their own team is struggling?

As Perceptyx continued to grow, they identified an opportunity to enhance collaboration and accelerate the agreement process for their sales and legal teams. By implementing Docusign, they were able to streamline these key workflows, allowing them to practice what they preach and dramatically improve their own employee experience.

A Bottleneck for Sales and Legal

Before Docusign, Perceptyx’s contract and legal request processes were a manual, fragmented headache. The legal team primarily used email to manage incoming work, which slowed everything down and made it tough to track the status of any request or contract.

“We were moving on from our old contract management solution and we needed a way to handle legal tickets,” said Brendan Mills, Contracts Administrator at Perceptyx. “We were using a mix of our previous CLM solution, Slacks,  our email inbox, but we didn’t have one streamlined process. Our team wanted a real solution to get organized all in one place.”  

The sales team was feeling the pressure, too. They needed a faster way to create proposals and agreements within Salesforce. This was especially critical for European deals that required qualified electronic signatures, as their existing tools just couldn't keep up.

The Right Tools Made All the Difference

Perceptyx adopted the Docusign IAM platform, to transform its workflows, including tools for AI-powered contract automation, in-platform contract generation connected to Salesforce, and an intelligent repository for all executed agreements.

Brendan Mills joined the company shortly after the Docusign implementation and was tasked with setting up templates and self-service forms. “As I used it, I just kept learning," he said. "It’s been a great experience using all the tools and speeding up our legal operations.”

Docusign's user-friendly design made the rollout a breeze. Its intuitive interface made onboarding and learning the product simple. 

“We like to say that Docusign is easy on the eyes,” Mills noted. “Docusign University has a ton of resources that make it easy to learn, and the Docusign team was super helpful whenever I had questions.”

A Smoother, Faster Experience for Everyone

The improvements for Perceptyx’s sales and legal teams were almost immediate.

One of the first big wins was creating a self-service form for NDAs. What used to be a days-long email chain suddenly became a fully automated process.

“With Docusign, an NDA is sent to our administrator and the other party, and once it's signed, it’s automatically filed away,” Mills explained. “That one process, which used to take days, now takes less than an hour.”

By automating tasks and integrating the IAM platform with their existing systems, Perceptyx now saves several hours every week in legal operations alone.

“If we can click less and download less, we’re saving time,” Mills said. “Manual processes don’t engage the mind here. If we can get rid of them with technology, it’s better for everybody.”

Beyond easing the pain of repetitive work, Docusign also expedited Perceptyx’s deal cycles. With the Salesforce integration, the sales team now generates proposals and sends them for signature in minutes, all without leaving Salesforce.

Visibility across teams has seen a major boost as well. “When you open a request in Agreement Desk, you can see a timeline of everything that’s happened," Mills said. "We can see different versions, send messages, and track what’s been worked on. That transparency has helped get everyone on the same page.” Agreement Desk empowers users to effortlessly manage requests, collaboratively negotiate and redline, and automate the busywork—accelerating the path to signed agreements.

Ultimately, Docusign helped Perceptyx improve the experience not just for their internal teams, but for their customers, too. The smooth, professional process keeps business moving forward.