End-to-End Contract-to-Payment Automation with DocuSign, PandaDoc & Stripe
Professional Services
What They Were Facing
Meridian, a $120M management consulting firm, had a fragmented deal-close process spanning five disconnected tools and three manual handoffs. Proposals were built in Word and emailed as PDFs, contracts were tracked in spreadsheets, e-signatures required separate login workflows, and invoicing was done in a standalone accounting system. The average time from verbal agreement to first payment was 28 days, with 15% of deals stalling due to administrative friction. Finance had no visibility into pending contracts, and consultants were spending 6+ hours per week on administrative deal management instead of client work.
How We Solved It
AQBEE built an end-to-end contract-to-payment workflow on Salesforce integrated with PandaDoc, DocuSign, Conga, and Stripe. When a Sales Cloud opportunity reaches the proposal stage, PandaDoc auto-generates a branded proposal populated with Salesforce data — pricing, scope, team bios, and terms. Upon client approval, Conga generates the formal contract from configurable templates, and DocuSign manages the e-signature workflow with sequential signing, reminders, and automatic Salesforce status updates. Once fully executed, Stripe handles payment setup — whether one-time, milestone-based, or recurring subscription — with real-time payment status synced back to Salesforce. Flow Orchestrator manages the entire process, triggering each step based on the prior completion and escalating to managers if any step stalls beyond SLA thresholds. Tableau dashboards provide real-time visibility into pipeline-to-cash conversion metrics.
The Impact
End-to-end time from verbal agreement to first payment reduced from 28 days to 4 days with automated document generation, e-signature, and payment processing.
Automated reminders, sequential signing, and one-click payment setup reduced deal stalls from 15% to 2% of opportunities.
Consultants reclaimed 6+ hours per week previously spent on proposal formatting, contract tracking, and invoice follow-ups.
Faster collections and automated milestone billing improved annual cash flow by $4.1M through reduced DSO and eliminated payment gaps.
“Before AQBEE, closing a deal was the beginning of an administrative nightmare. Now, our consultants click one button and PandaDoc generates the proposal, DocuSign handles signatures, and Stripe collects payment — all tracked in Salesforce. We went from 28 days to close to 4 days, and our consultants are back to doing what they were hired for: consulting.”
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