Digitizing Producer Capital Requests with Salesforce, Nintex DocGen, and DocuSign
About the Client
The client is a leading American firm specializing in real estate brokerage, mortgage brokerage, research, and advisory services across the U.S. and Canada, with a focus on commercial property. Renowned for pioneering exclusive property listings with a single brokerage, the company has helped shape modern commercial real estate practices. Its deep market insights and national reach make it a trusted partner in the real estate investment community.
Use Case
The Producer Capital Request (PCR) process covered both recruitment and retention scenarios and required inputs from business users, Legal, and Underwriting. The goals were to simplify complex submissions, automate NDA generation and signing, allow uploads of already-signed NDAs, notify stakeholders at milestones, and secure access via Salesforce permissions and sharing.
Initial Requirements
The client needed a Salesforce-native solution that would:
- Support a guided, multi-step form for Recruitment and Retention PCRs.
- Dynamically collect revenue, lead, team member, and agreement details.
- Generate an NDA document using Nintex DocGen.
- Manage DocuSign-based signature flows or allow manual NDA uploads.
- Track NDA generation and signature status with clear stage visibility.
- Enable saving PCRs as drafts, returning to complete, and submitting for underwriting.
- Notify stakeholders at key stages via automated email alerts.
- Implement strict data access control using Salesforce permission sets and object sharing.
Solution Approach: Salesforce-Native, Signature-Ready Workflow
TETHiK delivered a robust, scalable solution combining Salesforce Flow, LWC, Nintex DocGen, and DocuSign:
- Built a guided flow that starts with PCR type (Recruitment or Retention) and captures producer/team details, revenue & lead source data, and agreement parameters.
- Used Nintex DocGen for NDA generation with dynamic field merging.
- Integrated DocuSign to send NDAs for signature and track status.
- Enabled optional upload of pre-signed NDAs to bypass signature flow.
- Tracked document lifecycle as: NDA Generated → NDA Sent for Signature → NDA Signed.
- Sent automated email notifications to Legal and C-Level at Draft Save, Submission for Underwriting, and NDA Signature Completion.
- Controlled access to the PCR form and components via Salesforce permission sets and custom sharing rules.
- Improved user experience: guided flow cut completion time from 20+ minutes to under 10 minutes.
- Low-friction NDAs in CRM: turnaround from request to signed in < 24 hours; 85–95% of NDA sends initiated in Salesforce; ≥ 99% send accuracy (right signers/CC/docs).
- Single source of truth: ≥ 95% of records fully managed in Salesforce; 90–95% key-field completeness; duplicate rate < 2%; tool switches per workflow down 60–80%.
- Lifecycle traceability: clear visibility across NDA generation, signature, and PCR submission for Legal and Underwriting.
- Security & scale: permission sets and custom sharing safeguard sensitive PCR data; pricing/billing scenario setup in < 1 day; platform uptime (business hours) ≥ 99.9%.