Customer Story: How Crossland Construction Streamlines Workflows with Docusign

Hi Docusign Community! We have a new customer story featuring Crossland Construction, a family-run business that has grown from a humble garage operation to one of the Top 55 Contractors in the nation. 🚧 

They handle a diverse range of projects, from large Fortune 500 companies to local community initiatives and major infrastructure developments.

As Crossland Construction expanded, they faced new challenges, especially when Texas, their second-largest market, introduced new lien laws requiring multiple waiver releases for different project phases.

“We had to track down every Texas job and subcontractor check we sent out,” said Collin Crossland, business intelligence analyst. Managing this manually was a major drain on time and resources.

By automating waiver release workflows with Docusign and Microsoft Power Automate, Crossland saved thousands and kept pace with ever-changing regulations. Here’s how their automated process works:

• Power BI performs biweekly scans of all payments to identify Texas projects.

• It determines which outgoing payments are partial or final based on accounting data.

• The appropriate Docusign template is automatically generated and populated with project and subcontractor details.

• Power Automate sends out Docusign links, tracks signatures, and stores finalized copies.

Thanks to this automation, Crossland saw completion rates exceeding 85%, with close to 70% of waiver releases signed and returned the same day. This swift turnaround keeps projects moving and helps protect Crossland against potential legal pitfalls. Beyond cost savings, this solution has freed up employees to focus on tasks that help grow the business. 

This case study shares a lot of interesting details, so make sure to check out the full post.

💬 Community Chat: Drop your thoughts on one or more of the below questions in the comments👇

• Crossland used Microsoft Power Automate alongside Docusign to streamline their processes. What other integrations have you found to be game-changers in your workflow?

• How do you stay agile and compliant when faced with sudden regulatory changes, like the new lien law that Crossland faced?

• Crossland quickly realized ROI after launching Docusign. How long did it take for your business to see a return on investment with Docusign? What metrics did you track?