Agreements and signing
Digital e-signing in collaboration with the customer, dynamic products, contract versions and advanced pricing logic.
- Umbraco CMS
- React
- MS SQL
- Entity Framework
- Multitenant
- E-signing
- Commission engine
From a fillable PDF to the platform that powers the entire sales operation
Together with Destiny Sweden AB (Dstny), we built MySales, a bespoke sales platform that began as a digital version of a single contract document and has grown to become the operational hub for the entire reseller business. Today, the portal manages contracts, e-signatures, credit checks, commission and payments for hundreds of resellers.
The challenge
It all started with a single document
Dstny’s sales team worked with a fillable PDF. They filled in the fields and created contracts by hand together with the customer. The task was simple at first: make that PDF digital. We built an initial portal where the sales team could log in and create contracts based on standard products and a fixed template.
But a contract is rarely just a contract. Behind it lay pricing logic, credit assessment, signing, commission to resellers and handover to invoicing – all handled manually and spread across various systems and spreadsheets. The real challenge was not to digitise the document, but to build, step by step, the system that could replace the entire manual workflow surrounding it.
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Contracts created per year
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Active salespeople
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Retailers
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Integrated business systems
Results
A platform that replaced spreadsheets, manual work and disparate systems
Dynamic contracts and pricing logic
Products, services and pricing models are entirely dynamic. Dstny can manage prices, settings and various pricing models themselves, without the need for any recoding.
Contract versions managed by Dstny itself
Each contract version has its own linked products. When a sales representative creates a contract, they select the correct version, and these versions can in turn be assigned to different user groups and sales representatives. This gives Dstny full control over who is authorised to sell what, directly within the portal.
Contracts, signing and commission in a single workflow
The seller creates the contract, the customer signs it digitally, and the commission is calculated and paid out automatically in accordance with each retailer’s terms and conditions. What used to involve several manual steps now takes place seamlessly.
One platform, multiple businesses
The solution is multi-tenant. Multiple tenants run completely independently, with their own user groups, settings and themes, all based on the same codebase.
Project overview
The process
How MySales grew from a template to a powerhouse
- 01
A digital contract template
We started by replacing the fillable PDF. A login-based portal featuring standard products and a fixed template, where the sales representative could create agreements with the customer digitally.
- 02
Signing, credit checks and authorisation
We added digital e-signing and credit checks via Creditsafe, with logic that flags companies with lower credit ratings for separate validation. The entire portal is governed by user roles and permissions that Dstny can create and assign themselves to unlock features.
- 03
Dynamic products and commission engine
We made products and prices fully dynamic using advanced pricing logic, and introduced contract versions with their own linked products. Each sales representative is linked to a reseller with their own terms for one-off and recurring commission, which is calculated and paid out automatically.
- 04
Integrated with business-critical systems
Contracts are synchronised with HubSpot, and a check is carried out against the customer’s invoicing system before a contract can be created. Once a contract has been signed, the system collects the relevant customer data from the contract and passes it on to the invoicing department, ensuring that everything is processed correctly.
Cimplex is a reliable partner with in-depth technical expertise and the ability to propose innovative and user-friendly solutions. Their commitment has been crucial in creating a platform that exceeds expectations and facilitates business development for us and our partners.
Fredrik Andersson
Dstny SE
Technology
Built to handle complexity over time
MySales is a proprietary system designed to manage contracts, finances and access rights within a business that is constantly growing. The integrations are grouped according to their role in the workflow.
Risk and authorisation
Credit checks via Creditsafe, company lookups against invoicing systems, and user roles and authorisations managed by Dstny itself.
Commission and payment
Built-in commission engine for one-off and recurring commissions, with automatic payment via e-invoicing. Recurring commissions are calculated based on invoices issued.
CRM and synchronisation
Synchronise contracts with HubSpot and other CRM systems.
Additional features
Ordering hardware directly via the portal, gamification for sales staff, profile pictures, dashboards, Excel exports and a custom API.
Technical basis
Umbraco, React, MS SQL and Entity Framework.
Do you have a manual workflow that should really be a system?
We build bespoke platforms that integrate contracts, payments, access rights and business systems into a seamless workflow, and which scale alongside your business.
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