How MedEquip Direct's Field Reps Close 55% More Same-Day Deals After Leaving DocuSign
About MedEquip Direct
MedEquip Direct sells medical equipment to hospitals, clinics, and physician offices. Their sales reps visit facilities, demo products, and close deals—often in hallways between the customer's appointments. Speed is everything in field sales.
The Challenge
Email-Based Signing Killed Sales Momentum
With DocuSign, reps would demo equipment, get verbal approval, then tell the customer they'd email the contract. By the time customers got back to their desk, reviewed emails, and signed, the moment was lost. Half of 'yes' answers turned into 'let me think about it.'
Hospital IT systems often delayed DocuSign emails. The mobile signing experience was clunky. And the compliance team struggled to track field signatures in real-time.
- Email workflow broke sales momentum
- Hospital IT systems delayed DocuSign emails
- Clunky mobile signing experience
- Verbal 'yes' turning into 'let me think about it'
- Compliance team couldn't track field signatures
The Solution
Mobile-First Field Sales Workflow
Regional Sales Director Dr. Steven Park implemented Formfy's mobile-first approach. Reps create quotes on tablets, customers review on tablet or their phone via QR code, and sign immediately—no email required.
Payment terms are captured on the spot (PO number or deposit), and the compliance team sees signatures in real-time. Close deals while enthusiasm is high.
Features Used
The Results
55% More Same-Day Closes
The results transformed field sales. Same-day closes increased 55%. Reps went from closing 2-3 contracts per day to 6-9—a 3x improvement in efficiency.
Compliance remained 100% audit-ready. Every signature captured on mobile devices includes full audit trails. The sales team closes more deals, and the compliance team has better documentation.
- 55% increase in same-day closings
- 3x more contracts per rep per day
- 100% audit-ready compliance documentation
- No email delays or IT interference
- Capture enthusiasm while it's hot
Our field reps needed to close deals at hospitals, not wait for DocuSign emails to bounce around. Mobile signing with Formfy sealed more deals on the spot.
Dr. Steven Park
Regional Sales Director at MedEquip Direct
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