Blog

How Komet Sales Used Formstack Documents to Scale Their Business

Blog

How Komet Sales Used Formstack Documents to Scale Their Business

Blog

How Komet Sales Used Formstack Documents to Scale Their Business

Blog

How Komet Sales Used Formstack Documents to Scale Their Business

Blog

How Komet Sales Used Formstack Documents to Scale Their Business

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Blog

How Komet Sales Used Formstack Documents to Scale Their Business

Lacey Jackson
/
September 25, 2019
Blog

How Komet Sales Used Formstack Documents to Scale Their Business

MIN
/
September 25, 2019
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Episode Highlights
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Episode Transcript

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Blog

How Komet Sales Used Formstack Documents to Scale Their Business

Blog

How Komet Sales Used Formstack Documents to Scale Their Business

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Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

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How Komet Sales Used Formstack Documents to Scale Their Business

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Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Having a general, one-size-fits-all tool is useful for a lot of organizations. You have the opportunity to start from scratch and create workflows that perfectly fit your team. For some industries, however, things become a bit more complicated without specialization. In a world full of generic software, tools tailored to a specific field are hard to come by. This is why Komet Sales created a unified system to house all business operations for the floral industry.

Komet Sales is a web-based solution for floral companies where growers, importers, and wholesalers can efficiently connect and automate business operations. With Komet Sales, these organizations can automate sales, procurement, inventory, and accounting to bring greater revenue and profitability.


In the last year, Komet Sales has made a major push to increase their subscriber base, according to CEO, Alejandro Perez. They knew they would need to keep their internal processes up-to-date and manageable as they grow.


The Problem

Komet Sales needed to ensure the documents they created were 100% accurate, without spending hours inspecting files with a fine-tooth comb. They knew automation could solve their problems, but they needed a way to get their customer data out of Salesforce and onto paper. Initially, Komet Sales was strictly using Microsoft Word and manually adding data from their Salesforce account into client documents. This manual method left their team vulnerable to human error.

As a growing business, Komet Sales didn't have a lot of extra time to dedicate to erecting a new system. They needed something easy to use that would quickly automate their document generation processes, like the creation of contracts.


The Solution

After testing tools, Komet Sales settled on Formstack Documents as their new customer contract generator. They chose Formstack Documents because of the flexible features like document delivery, signature collection, and file storage, all available on a unified platform. Now, we have 100% accurate documents coming out of Salesforce. With Formstack Documents, generating precise, professional documents has become a breeze," Perez said.

With Formstack Documents, Komet Sales doesn't have to worry about duplicating data on their documents, misspelling client names, or improperly placed data. Formstack Documents does all of the document preparation and formatting behind the scenes so that files can be directly sent to customers for signature.


The Outcome

After instituting Formstack Documents, Perez estimates that his organization saves 20-40 hours a month on document generation. As a growing company, that's a lot of time to be used closing deals and drafting innovative new ideas! Formstack Documents is helping us to scale our business,"said Perez. Now, we can automate all of our contract and document generation.

By automating how they create and share documents, Komet Sales has freed up staff time for more important tasks. Plus, their Formstack Documents process is completely scalable. As they continue to grow and gain new customers, Formstack Documents will continue to automate their contract generation without a need for update. Now, they’re saving time and money so they can focus on what's important and reach their lofty goals.

 Check out the video below to learn more about leveling up your document generation process with Formstack Documents.

Lacey Jackson
As a Product Marketing Manager at Formstack, Lacey is dedicated to creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.