{"id":325128,"date":"2016-06-22T12:00:57","date_gmt":"2016-06-22T12:00:57","guid":{"rendered":"https:\/\/experlogix.kinsta.cloud\/case_studies\/wellspring-software\/"},"modified":"2026-08-31T21:21:50","modified_gmt":"2026-08-31T21:21:50","slug":"wellspring-software","status":"publish","type":"case_studies","link":"https:\/\/experlogix.com\/de\/case-studies\/wellspring-software\/","title":{"rendered":"Wellspring Software"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; 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-->.xpl-wellspring-case__intro p{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  z-index:1;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__intro p:last-child{<!-- [et_pb_line_break_holder] -->  margin-bottom:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   FACTS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__facts{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1rem 0 1.4rem;<!-- 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letter-spacing:.035em;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__fact-value{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.5;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   METRICS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__metrics{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- 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font-size:.78rem;<!-- [et_pb_line_break_holder] -->  line-height:1.45;<!-- [et_pb_line_break_holder] -->  text-align:right;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   BENEFITS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__benefits-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:40px 0 1rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.8rem;<!-- [et_pb_line_break_holder] -->  line-height:1.25;<!-- [et_pb_line_break_holder] -->  font-weight:600;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__benefits{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->  list-style:none!important;<!-- [et_pb_line_break_holder] -->  margin:0!important;<!-- [et_pb_line_break_holder] -->  padding:0!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__benefits li{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  list-style:none!important;<!-- [et_pb_line_break_holder] -->  margin:0!important;<!-- [et_pb_line_break_holder] -->  padding:.95rem 1rem .95rem 2rem!important;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- 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-->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__challenge-grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__challenge-card{<!-- [et_pb_line_break_holder] -->  min-width:0;<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-soft);<!-- [et_pb_line_break_holder] -->  border:1px solid rgba(7,114,96,.18);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__challenge-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .4rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__challenge-card p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   OLD PROCESS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__old-process{<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.3rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-radius:11px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__old-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .9rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.05rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__old-grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__old-item{<!-- [et_pb_line_break_holder] -->  padding:1rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__old-item strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .3rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.96rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__old-item p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   SOLUTION<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__solution-grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__solution-card{<!-- [et_pb_line_break_holder] -->  min-width:0;<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-top:3px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__solution-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .4rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__solution-card p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   WORKFLOWS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__workflow{<!-- [et_pb_line_break_holder] -->  margin:1.4rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.35rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-radius:12px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__workflow + .xpl-wellspring-case__workflow{<!-- [et_pb_line_break_holder] -->  margin-top:1rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__workflow-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 1rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__steps{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__step{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  min-width:0;<!-- [et_pb_line_break_holder] -->  padding:1rem 1rem 1rem 3.4rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__step-number{<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:.9rem;<!-- [et_pb_line_break_holder] -->  top:.9rem;<!-- [et_pb_line_break_holder] -->  display:flex;<!-- [et_pb_line_break_holder] -->  align-items:center;<!-- [et_pb_line_break_holder] -->  justify-content:center;<!-- [et_pb_line_break_holder] -->  width:34px;<!-- [et_pb_line_break_holder] -->  height:34px;<!-- [et_pb_line_break_holder] -->  color:#fff;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:50%;<!-- [et_pb_line_break_holder] -->  font-size:.85rem;<!-- [et_pb_line_break_holder] -->  line-height:1;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__step strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .25rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__step p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->  font-size:.92rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   RESULTS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__results{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__result-card{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  min-width:0;<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem 1.1rem 1.35rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__result-card::before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:0;<!-- [et_pb_line_break_holder] -->  top:0;<!-- [et_pb_line_break_holder] -->  bottom:0;<!-- [et_pb_line_break_holder] -->  width:4px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:9px 0 0 9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__result-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .35rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__result-card p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   WORD TEMPLATE CALLOUT<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__templates{<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.3rem 1.35rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-soft);<!-- [et_pb_line_break_holder] -->  border:1px solid rgba(7,114,96,.18);<!-- [et_pb_line_break_holder] -->  border-left:5px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:0 11px 11px 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__templates-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .45rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  font-size:1.05rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-wellspring-case__templates p:last-child{<!-- [et_pb_line_break_holder] -->  margin-bottom:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   RESPONSIVE<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:800px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__benefits,<!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__challenge-grid,<!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__old-grid,<!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__solution-grid,<!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__steps,<!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__results{<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:650px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__facts,<!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__metrics{<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__metric + .xpl-wellspring-case__metric{<!-- [et_pb_line_break_holder] -->    border-left:0;<!-- [et_pb_line_break_holder] -->    border-top:1px solid rgba(255,255,255,.16);<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:520px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__section{<!-- [et_pb_line_break_holder] -->    padding:1.8rem 0;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__intro{<!-- [et_pb_line_break_holder] -->    padding:1.25rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-wellspring-case__step{<!-- [et_pb_line_break_holder] -->    padding-left:3.2rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><\/style>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- H1 IS RENDERED BY THE CASE STUDY HERO --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-wellspring-case__intro\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <strong class=\"xpl-wellspring-case__headline\"><!-- [et_pb_line_break_holder] -->    Wellspring Software Saves Up to an Hour a Day by Automating Document Processes in SugarCRM<!-- [et_pb_line_break_holder] -->  <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Wellspring Software develops PrintBoss, a solution that helps organizations print, email, and archive accounting documents, including checks produced from multiple bank accounts using blank check stock.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    As order volume grew, Wellspring Software wanted to eliminate repetitive document-generation and sorting work from its fulfillment process. The company implemented <a class=\"xpl-wellspring-case__text-link\" href=\"https:\/\/experlogix.com\/products\/document-automation\/\">Experlogix Document Automation<\/a> with SugarCRM and later extended the solution to contract renewals.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-wellspring-case__facts\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Client<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-value\"><!-- [et_pb_line_break_holder] -->      Wellspring Software<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Experlogix Product<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-value\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <a<!-- [et_pb_line_break_holder] -->        class=&#8221;xpl-wellspring-case__text-link&#8221;<!-- [et_pb_line_break_holder] -->        href=&#8221;https:\/\/experlogix.com\/products\/document-automation\/&#8221;><!-- [et_pb_line_break_holder] -->        Experlogix Document Automation<!-- [et_pb_line_break_holder] -->      <\/a><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-label\"><!-- [et_pb_line_break_holder] -->      CRM<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-value\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <a<!-- [et_pb_line_break_holder] -->        class=&#8221;xpl-wellspring-case__text-link&#8221;<!-- [et_pb_line_break_holder] -->        href=&#8221;https:\/\/experlogix.com\/document-automation\/sugarcrm\/&#8221;><!-- [et_pb_line_break_holder] -->        SugarCRM<!-- [et_pb_line_break_holder] -->      <\/a><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Customer Product<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-value\"><!-- [et_pb_line_break_holder] -->      PrintBoss<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Primary Workflows<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-value\"><!-- [et_pb_line_break_holder] -->      Order Fulfillment + Contract Renewals<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Country<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__fact-value\"><!-- [et_pb_line_break_holder] -->      United States<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-wellspring-case__metrics\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__metric\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-wellspring-case__metric-value\"><!-- [et_pb_line_break_holder] -->      45\u201360 min<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__metric-label\"><!-- [et_pb_line_break_holder] -->      Saved per day through the automated process<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__metric\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-wellspring-case__metric-value\"><!-- [et_pb_line_break_holder] -->      50\u2013100<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-wellspring-case__metric-label\"><!-- [et_pb_line_break_holder] -->      Blank check stock orders received on an average day in the source case study<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><span class=\"xpl-wellspring-case__metric-note\"><!-- [et_pb_line_break_holder] -->  Historical customer workload and results reported in the Wellspring Software case study.<!-- [et_pb_line_break_holder] --><\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><strong class=\"xpl-wellspring-case__benefits-title\"><!-- [et_pb_line_break_holder] -->  Benefits<!-- [et_pb_line_break_holder] --><\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<ul class=\"xpl-wellspring-case__benefits\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Save approximately 45 minutes to a full hour of processing time each day.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Generate order documents directly from SugarCRM.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Automatically merge multiple PDFs into one correctly ordered file.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Send completed batches to a local printer from the document workflow.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Generate personalized contract renewal documents from CRM data.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Automatically attach renewal contracts to customer emails.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Build dynamic templates using familiar Microsoft Word skills.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Reduce repetitive clicks, document sorting, and manual handoffs.<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/ul>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-wellspring-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Challenge<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Wellspring Software&#8217;s PrintBoss product allows customers to print checks for multiple bank accounts using a single blank check stock. In addition to the software, Wellspring Software sells the blank check stock itself.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    On an average day in the source case study, the company received between 50 and 100 blank-check-stock orders through its web shop, email, and phone. Those orders were entered into SugarCRM.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Fulfilling them required employees to open each individual SugarCRM record, enter its Detail view, and generate the PDF version of the ordered checks one record at a time.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__challenge-grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        Record-by-Record Generation<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Employees had to open each order individually before generating its PDF.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        Repetitive Work<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        The same generation steps had to be repeated across dozens of daily orders.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        Manual Sorting<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        PDFs were saved to a Windows folder but could not automatically be sorted into the required print order.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        Limited Renewal Workflow<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Contract renewals relied on a reporting tool that was not fully integrated with SugarCRM and could not handle steps such as email delivery.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__old-process\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-wellspring-case__old-title\"><!-- [et_pb_line_break_holder] -->      The fulfillment process contained manual work at nearly every step<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__old-grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__old-item\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Open Each Record<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Staff navigated into the Detail view of every individual order in SugarCRM.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__old-item\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Generate Each PDF<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Order documents were produced one record at a time.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__old-item\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Collect the Files<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Generated PDFs were automatically saved into a Windows folder.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__old-item\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Sort Before Printing<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Employees still had to spend time arranging the outputs into the required order.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-wellspring-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Solution<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Wellspring Software implemented Experlogix Document Automation for SugarCRM so employees could execute the order-document process from the CRM environment instead of moving between individual records, folders, and separate tools.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__solution-grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__solution-title\"><!-- [et_pb_line_break_holder] -->        CRM-Based Generation<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Employees can start from the SugarCRM List view containing the day&#8217;s orders.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__solution-title\"><!-- [et_pb_line_break_holder] -->        Automatic PDF Merging<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Order documents are merged into one PDF in the same sequence shown in SugarCRM.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__solution-title\"><!-- [et_pb_line_break_holder] -->        Direct Printing<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        The finished document batch can be sent to the local printer from the automated process.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__solution-title\"><!-- [et_pb_line_break_holder] -->        Connected Data<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Documents can use information from SugarCRM records and related modules without recreating that information manually.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__workflow\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-wellspring-case__workflow-title\"><!-- [et_pb_line_break_holder] -->      Automated order fulfillment<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__steps\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          1<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          View Daily Orders<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          An employee starts with the day&#8217;s order records in the SugarCRM List view.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          2<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Generate Documents<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Experlogix Document Automation generates the required order documents from the selected records.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          3<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Merge in Order<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          The individual documents are automatically merged into a single PDF following the List-view sequence.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          4<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Send to Printer<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          The complete batch is sent to the printer from the document workflow.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Wellspring Software then extended Document Automation into a second workflow: customer contract renewals.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__workflow\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-wellspring-case__workflow-title\"><!-- [et_pb_line_break_holder] -->      Automated contract renewals<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__steps\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          1<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Start from SugarCRM<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          An employee begins from the appropriate customer account in SugarCRM.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          2<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Pull Customer Data<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          The renewal contract incorporates account information and fields from related CRM modules.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          3<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Generate the Contract<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          A personalized renewal contract is created from a dynamic Microsoft Word-based template.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-wellspring-case__step\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-wellspring-case__step-number\"><!-- [et_pb_line_break_holder] -->          4<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong><!-- [et_pb_line_break_holder] -->          Email Automatically<!-- [et_pb_line_break_holder] -->        <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          The generated contract is attached to an email and delivered to the appropriate customer.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Current <a class=\"xpl-wellspring-case__text-link\" href=\"https:\/\/experlogix.com\/document-automation\/sugarcrm\/\">Experlogix Document Automation for SugarCRM<\/a> continues to connect document generation and delivery with SugarCRM data and workflows.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-wellspring-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Result<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Wellspring Software streamlined both order fulfillment and contract renewals while keeping employees inside SugarCRM for their core document tasks.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    The automated processes reduced repetitive work involved in generating, arranging, printing, personalizing, and delivering documents. The source reports that employees eliminated hundreds of mouse clicks and saved minutes every day.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__results\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__result-title\"><!-- [et_pb_line_break_holder] -->        Up to an Hour Saved Daily<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Wellspring Software reports saving approximately 45 minutes to a full hour per day.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__result-title\"><!-- [et_pb_line_break_holder] -->        Hundreds of Clicks Removed<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Repetitive record-by-record actions and document handling were reduced across daily workflows.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__result-title\"><!-- [et_pb_line_break_holder] -->        Ordered PDF Batches<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Documents are automatically merged according to the sequence of records shown in SugarCRM.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__result-title\"><!-- [et_pb_line_break_holder] -->        Fewer Application Handoffs<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Employees can create, generate, print, and deliver business documents without leaving the CRM environment.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__result-title\"><!-- [et_pb_line_break_holder] -->        Personalized Renewals<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Contract documents incorporate customer and related-module information directly from SugarCRM.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-wellspring-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-wellspring-case__result-title\"><!-- [et_pb_line_break_holder] -->        Automated Delivery<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Generated renewal contracts can be attached to email and sent to the appropriate customer as part of the workflow.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-wellspring-case__templates\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-wellspring-case__templates-title\"><!-- [et_pb_line_break_holder] -->      Existing Microsoft Word skills carried into template design<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee><!-- [et_pb_line_break_holder] -->      Wellspring Software used the Experlogix Document Automation Template Builder to design its renewal-contract template. The team was able to work from familiar Microsoft Word skills while incorporating dynamic data, loops, and complex conditions.<!-- [et_pb_line_break_holder] -->    <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee><!-- [et_pb_line_break_holder] -->      Learn more about <a class=\"xpl-wellspring-case__text-link\" href=\"https:\/\/experlogix.com\/document-automation\/template-design\/\">dynamic document template design with Experlogix<\/a>.<!-- [et_pb_line_break_holder] -->    <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-case-quote xpl-case-quote--da xpl-case-quote--white\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-case-quote__card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <span class=\"xpl-case-quote__mark\" aria-hidden=\"true\"><!-- [et_pb_line_break_holder] -->        \u201c<!-- [et_pb_line_break_holder] -->      <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__text\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          \u201cUsing Experlogix Document Automation in this process saves us about 45 minutes up to a full hour per day.\u201d<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__author\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-case-quote__name\"><!-- [et_pb_line_break_holder] -->          Graham Neale<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-case-quote__title\"><!-- [et_pb_line_break_holder] -->          Marketing Director at Wellspring Software<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    The source also notes that Wellspring Software was considering extending the transformation further with e-signature. Because that was a future consideration rather than an implemented result, it should remain separate from the achieved outcomes above.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\n        <div class=\"xpl-resource-cta xpl-resource-cta--da\">\n\n            <strong class=\"xpl-resource-cta__title\">\n                Want to learn more?            <\/strong>\n\n            <p class=\"xpl-resource-cta__text\">\n                See how Wellspring Software connected document generation, batch printing, contract renewals, and customer delivery directly with SugarCRM.            <\/p>\n\n            <div class=\"xpl-resource-cta__actions\">\n\n                <a\n                    class=\"xpl-resource-cta__button\"\n                    href=\"https:\/\/experlogix.com\/demo?product=Document%20Automation\">\n                    Get Started                <\/a>\n\n                <a class=\"xpl-shared-download xpl-shared-download--da\" href=\"https:\/\/experlogix.com\/document-automation_wellspring-software_success-story_v3_0725\/\" target=\"_blank\" rel=\"noopener\">Read Case Study<\/a>\n            <\/div>\n\n        <\/div>\n\n        <!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wellspring Software Saves Up to an Hour a Day by Automating Document Processes in SugarCRM Wellspring Software develops PrintBoss, a solution that helps organizations print, email, and archive accounting documents, including checks produced from multiple bank accounts using blank check stock. As order volume grew, Wellspring Software wanted to eliminate repetitive document-generation and sorting work [&hellip;]<\/p>\n","protected":false},"featured_media":326816,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<h3>Wellspring Software Transforms Document-heavy Processes from SugarCRM<\/h3>  <h4>Benefits<\/h4>  <ul> <li>Increased efficiency<\/li>  <li>Advanced functionalities<\/li>  <li>Streamlined document processes<\/li> <\/ul>  <p><a href=\"https:\/\/www.experlogix.com\/app\/uploads\/2025\/07\/Document-Automation_Wellspring-Software_Success-Story_V3_0725.pdf\">Get the Full Case Study Now<\/a><\/p>  <p>\u201cOur new, streamlined order fulfillment process saves us about 45 minutes up to a full hour per day.\u201d<\/p>  <p><strong>Marketing Director<\/strong> at Wellspring Software<\/p>  <p><\/p>","_et_gb_content_width":""},"xpl_cpq_related_topic":[],"xpl_da_related_topic":[216],"class_list":["post-325128","case_studies","type-case_studies","status-publish","has-post-thumbnail","hentry","xpl_da_related_topic-sugarcrm"],"acf":[],"_links":{"self":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/case_studies\/325128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/case_studies"}],"about":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/types\/case_studies"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media\/326816"}],"wp:attachment":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media?parent=325128"}],"wp:term":[{"taxonomy":"xpl_cpq_related_topic","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/xpl_cpq_related_topic?post=325128"},{"taxonomy":"xpl_da_related_topic","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/xpl_da_related_topic?post=325128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}