Save time, eliminate errors and reduce risk in the generation of your work orders.

Work orders are the bread and butter of sales-driven organizations. Yet the process of creating, signing and storing them is time-consuming, error-prone and risky.

Using Canyon's building blocks, you can easily deploy a bespoke work order generation process, that integrates seamlessly with your CRM. In a few clicks, salespeople generate legally compliant work orders, with data fed directly from their day-to-day tool.

With Canyon, companies:

  • Save time by eliminating time-consuming data input
  • Reduce risk of errors by eliminating manual input of data in Word/Google Docs/Excel sheets
  • Ensure compliance by providing salespeople with access only to templates approved by legal
  • Ensure business continuity by storing all signed work orders in the company's document management system

Features

How it works

1
The sales team syncs their work order template with a Canyon form and links it to the CRM.
2
A salesperson selects the deal opportunity from the CRM and completes the remaining data in the form.
3
A new work order is automatically created.
4
The relevant signatories automatically receive an eSignature request.
5
Once signed, the work order is automatically stored in the right folder on the document management system and synced back to the CRM.

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Enter the LegalOps era with Canyon

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