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Company Profile
Sii Canada is part of the global Sii Group, a multinational technology and engineering consulting organization operating in over 20 countries with more than 16,000 employees worldwide.
Serving enterprise clients across IT and engineering sectors, Sii Canada manages complex service proposals, structured engagements, and high-value contracts that require precision, speed, and compliance.
As deal volume increased, the organization identified a critical opportunity: modernize the quoting lifecycle to improve speed-to-signature, operational consistency, and system interoperability.
The Challenge
- Rising deal volume strained a manual, document-heavy quoting process, slowing speed-to-signature on high-value contracts
- No native e-signature in the sales cycle, leaving a gap between a finished proposal and a signed agreement
- Quoting lived outside Salesforce, creating inconsistency across proposals with no clear path toward future ERP (IFS) interoperability
The Solution
- Designed and implemented a structured Salesforce-based quoting and digital signature framework
- Standardized the quote lifecycle and automated opportunity-to-quote workflows
- Enabled digital signing inside the sales cycle, reducing manual intervention
- Unified quoting and contract execution directly within Salesforce
- Conducted technical discovery to align future IFS data flows, preparing the system for ERP interoperability
Results at a Glance
Faster Quote Turnaround
Sales teams can now generate structured, branded quote documents directly from Salesforce opportunities, reducing administrative time and eliminating version control risks.
Reduced Time-to-Signature
Integrated electronic signature capabilities streamlined contract execution, shortening the gap between proposal and signed agreement.
Structured Quote Governance
Standardized templates and automated workflows increased consistency across proposals, reducing risk in enterprise-level engagements.
Improved Operational Efficiency
By embedding quoting inside Salesforce, sales reps operate within one unified system, reducing friction between CRM, document generation, and signing tools.