The Challenge
Titan Storage’s old process was manual and disjointed:
- Quote → Reservation → Payment → Contract Signing, happened across 3 different systems
- Staff had to re-enter data between platforms, causing errors and delays
- Customers sometimes abandoned bookings due to complex steps
Goals:
- End-to-end automation from quote to signed contract
- Real-time sync between Website → Storman, Website → DocuSign
- Flexible eSignatures: Sign now or later (email link)
The Solution
01. Instant Quotes & Reservations
Customer Journey:
- Gets quote on website → Lead sent to Storman
- Reserves unit → Pays deposit → Order syncs to Storman
- Chooses signing option:
- Sign Now: Redirected to DocuSign → Signed PDF emailed
- Sign Later: Email link to return to DocuSign anytime
Tech Stack:
- WooCommerce Custom Plugin: Handles deposits/orders
- Storman API: Real-time unit availability/pricing
- DocuSign eSignature: Embedded signing flows
02. Key Integrations
| Step | System Action | User Benefit |
|---|---|---|
| Get Quote | Website → Storman (lead created) | Accurate, real-time pricing |
| Reserve & Pay | WooCommerce → Storman (order sync) | Holds unit instantly |
| Sign Contract | WooCommerce → DocuSign (embedded or emailed) | No printer/scanner needed |
| Post-Signature | WooCommerce → Customer (PDF attached) | Fully digital audit trail |
03. Staff Efficiency Gains
- Auto-Updated Storman Dashboard:
- Sees paid deposits
- Tracks pending signatures
- Flags expired reservations
- Zero Manual Entry: Eliminated 2 hours/day of data rekeying
Updated Case Study
This case study has been updated with the latest information, including refreshed design work, project developments, and additional details on the work completed for Titan Self Storage.
To view the most up-to-date version, click here.
