A real estate agent looking to streamline the process of generating offer documents, collecting signatures, and managing client paperwork.
Miles had designed a workflow that involved extracting information from property-related PDFs, transferring the data into Google Sheets, generating client-ready documents from templates, converting them into PDFs, and sending them for electronic signatures through DocuSign.
While the concept worked in theory, the process relied on a collection of partially completed scripts and integrations that were difficult to maintain and not ready for production use.
Key challenges included:
Miles needed a reliable, automated system that could handle the entire workflow from data extraction to signed agreements.
We rebuilt and productionized the workflow using Google Apps Script, Google Sheets, Google Slides, and the DocuSign API.
The solution automatically:
We also refined the DocuSign integration to ensure it was suitable for real-world usage and could support the client’s day-to-day transaction workflow.
By automating a critical part of the sales process, Miles was able to spend less time on paperwork and more time working with buyers and sellers, contributing to faster deal cycles and generating thousands of dollars in additional commission revenue through improved operational efficiency.
