Customer stories from across the globe

Summary

Eversendai, a global construction and engineering leader based in the UAE, faced significant challenges in handling multiple administrative documents across its offices worldwide. While exploring options like Docusign and Adobe Sign, they adopted Signeasy, drawn by its features like unlimited document signing and seamless integration with Microsoft tools like SharePoint and Outlook.

By using Signeasy for electronic signatures and contract management, Eversendai experienced a significant uptick in the speed and effectiveness of managing contracts, especially in the IT, HR, Finance, and Procurement departments. With features like reusable templates, sequential signing, and integration with SharePoint, Eversendai further optimized their contract workflows.

To gain deeper insights into Eversendai’s transition from manual paperwork to digital efficiency, we spoke with Manoj Periyasami, the Group ICT Administrator, who is tasked with improving operational efficiency at Eversendai. 

Eversendai: Creating tomorrow’s landmarks

Eversendai, headquartered in the UAE, is a towering figure in global construction and engineering. Since its inception in 1984, Eversendai has been synonymous with groundbreaking engineering feats and architectural marvels. The company is strategically positioned in the heart of the industry, spearheading significant projects such as the iconic Burj Khalifa and Petronas Tower 2.

At Eversendai, innovation is not just a concept but a cornerstone of their everyday operations. Their work goes beyond constructing infrastructures; it’s about shaping landscapes and skylines that echo the values of strength, precision, and visionary design. 

Central to Eversendai’s unmatched prowess in the sector is its focus on operational efficiency and adaptability. Their approach isn’t solely about the grandeur of the structures they create but also the seamless orchestration of their construction processes. This efficiency is pivotal in executing complex projects with precision and delivering services that meet the high expectations of their clients globally.

Overcoming global coordination challenges at Eversendai

Eversendai’s extensive global presence, with offices in UAE, India, Malaysia, Singapore, Qatar, and other major cities, presented a unique document coordination and approval challenge. The differences in time zones and manual paperwork caused considerable delays and operational inefficiencies, impacting the company’s ability to execute projects promptly.

They needed a solution that could facilitate effective cross-country operations and offer integration with existing tools like SharePoint and Outlook. Essential features such as sequential signing and attachments were critical to streamline approvals and enhance workflow efficiency.

“The struggle to manage contracts effectively across time zones was evident. The constant juggling of schedules not only slowed down our processes but also created communication bottlenecks, hindering our ability to operate at optimal efficiency.”

Manoj Periyasami, as the IT Administrator overseeing the company’s IT network, servers, and security systems, was tasked with finding a solution that bridged geographical gaps and provided the technical capabilities essential for seamless global operations.

Seamless Microsoft integration, sequential signing

Eversendai opted for Signeasy as its primary solution to address these complex challenges. While they also considered alternatives like Docusign and Adobe Sign, Signeasy stood out due to its robust features, ease of integration, and cost-effectiveness. 

A critical aspect for Eversendai was the seamless integration with SharePoint, given their existing reliance on Microsoft tools for daily operations. This integration meant that documents could be synced, stored, and accessed easily, ensuring data security by localizing sensitive information within a secure, controlled environment.

Signeasy fostered better collaboration between regional offices across India, Malaysia, Singapore, Qatar, and the head office in the UAE headquarters. It brought all departments — IT, HR, Finance, and Procurement —  onto the same platform, ensuring everyone was aligned and could collaborate seamlessly on contracts, proposals, and tenders. 

The sequential signing feature streamlined the approval process by ensuring documents were reviewed and signed in the correct order. This capability prevented bottlenecks and maintained the integrity of the approval workflow, ultimately expediting the contract signing process.

“Nearly seven out of ten contracts, amounting to 69%, were completed within the first two days,” explained Manoj. “This quick completion is important for our business because it means we get things done on time, keep our projects running smoothly, and make our clients happy.”

Eversendai implemented standardized contract templates to ensure consistency and accuracy across all documents. These templates reduced errors and minimized the time spent on manual document creation, enhancing overall efficiency in contract management.

Building momentum, not mountains of paper

By leveraging Signeasy, Eversendai was better equipped to meet the demands of its dynamic and expanding business landscape. Some results include

• Increased efficiency: Switching to digital workflows removed manual tasks, saving time and resources significantly.
• Improved collaboration: Teams across the globe could now collaborate effortlessly on contracts, regardless of their location, leading to smoother project execution. 
• Reduced errors: Standardized templates and automated workflows significantly minimized errors in contract workflows. This ensured accuracy and consistency across all documents.
• Enhanced visibility: Real-time tracking and version control provided better visibility into the approval process. Stakeholders could easily monitor documents’ progress, identify bottlenecks, and take prompt action to keep projects moving forward.

Scalability: With the capacity to handle unlimited documents and adapt to a growing user base, Signeasy provided Eversendai with the flexibility needed to support its expanding operations without limitations.

Summary

SOHAR Port and Freezone, located in Oman, is a major player in global logistics. Their contracts with investors, tenants, and employees were manual, requiring in-person signatures. This method was time-consuming, error-prone, and inefficient. 

The onset of the COVID-19 pandemic created an urgent need to maintain operations without physical contact. This pushed SOHAR Port and Freezone to explore digital solutions for managing contracts.

In 2020, SOHAR Port and Freezone started using Signeasy. This change made it easier and quicker to sign, send, and track contracts right from their computers. 

They could now manage contracts within familiar tools like Microsoft SharePoint, Teams, and Outlook. Adding single sign-on (SSO) simplified user access management on Signeasy.

Since adopting a paperless mindset, SOHAR Port and Freezone has significantly sped up how quickly they process contracts. What used to take weeks now sees 62% of documents wrapped up within 24 hours—a whopping 80% cut in processing time. 

Automating contract workflow with features like reusable templates, sequential signing, and SSO further boosted operational efficiency and lightened the load on their IT admin team.

SOHAR Port and Freezone: A gateway for global trade

Situated midway between Dubai and Muscat, SOHAR Port and Freezone is a key logistical hub and an economic powerhouse. 

With a strategic placement central to Europe-Asia trade routes and direct access to Gulf markets and Iran, SOHAR offers expansive facilities, including an uncluttered highway system, a new cargo airport, and deep-water docks capable of accommodating the largest ships. SOHAR supports massive industrial sectors, including logistics, petrochemicals, and metals, reinforcing its role in global trade.

“SOHAR Port and Freezone administrate over the Port and the Freezone areas. We provide the infrastructure and services required for industrial companies to maintain their operation. So basically, we act as both landlord and port administration.” says Said Al Mamari, IT Applications Officer.

Operations are diverse and rely heavily on detailed contracts and paperwork across all departments, from HR to IT to Procurement. It includes everything from logistical support to rental agreements to hiring employees. Keeping these documents in order is crucial for smooth and efficient operations at the port.

In an insightful discussion, Said Al Mamari, IT Applications Officer at Sohar Port and Freezone, shared the company’s digitization journey with Signeasy.

Where paper prevails, efficiency fails

Contract management at SOHAR Port and Freezone heavily relied on a manual, paper-based approach. Documents had to be printed, physically signed, and then scanned and emailed or couriered to relevant stakeholders. 

This process was time-consuming and vulnerable to security breaches. Physical documents could be lost, damaged, or accessed by unauthorized individuals.

Document tracking was another significant challenge. Since signatures had to be collected in person and parties spread between Sohar City and Muscat— a three-hour drive apart—tracking documents was difficult. As a result, processing documents could take anywhere from several days to weeks.

The onset of the COVID-19 pandemic highlighted the system's inefficiencies, as the shift to remote work made the traditional paper-based and in-person processes impractical. “If we go back to the Corona situation, everybody was working from home, so we needed a solution to continue our operations. We cannot stop at that time,” recalls Said Al Mamari.

The manual nature of the processes increased the likelihood of human errors. Misplaced or misfiled documents and mistakes in paperwork forced starting the process over, wasting valuable time, frustrating staff, and hindering the port’s operational efficiency.

Streamlining admin tasks with smoother workflows

The switch to Signeasy marked a leap towards operational efficiency and tighter security at SOHAR Port and Freezone. The move streamlined routine tasks across departments, mainly Procurement, HR, and IT, making it easier to manage everything from signing contracts to tracking status.

Said Al Mamari explains the broad utility of Signeasy:

“It is used across various departments. Our procurement team uses it for all new contracts, HR for onboarding and handling expense forms, and IT for internal documents and contracts. It’s really changed how we work.”

Contract management within Microsoft Suite

The seamless integration of Signeasy with Microsoft Teams and SharePoint has simplified accessing and storing documents, making the whole process smoother. 

“We use Microsoft Teams extensively for communication with departments and internal teams. The integration of Signeasy with Microsoft has streamlined our document management process by allowing direct access to and signing of documents stored on SharePoint and easy sharing on Teams and Outlook. This has enhanced collaboration among teams,” Al Mamari adds.

Speedy, automated document workflows

Create templates on Signeasy have automated workflows, replacing slow manual processes with quicker, more reliable ones. 

“The template creation feature has become indispensable to our workflow. It allows us to quickly generate contracts and agreements from pre-set templates, significantly reducing the time and effort required to prepare these documents from scratch,” Al Mamari explains.

One of the standout features of Signeasy at SOHAR Port and Freezone is the signing order capability, which ensures that documents are signed sequentially. It is particularly useful in a multi-departmental setting, where documents often require approvals from various levels within the organization.

“The signing order feature is excellent," Al Mamari notes. "The process begins with the relevant employees and then progresses to the manager and the department head. It’s all very streamlined and organized now. Instead of handling everything manually, we automate the processes to save time.”

Simplified user management, tighter security

Managing user access and permissions was a manual process filled with potential errors and security risks. It was challenging to ensure that only authorized personnel had access to sensitive documents.

The single sign-on (SSO) feature simplified the login process, giving the IT team a breather.

“At SOHAR Port, we use over 20 applications internally. Managing different passwords for each can be a real headache for the employees,” Al Mamari explains. “We often had to reset passwords as people would forget them, which took time and effort. Now, with SSO, managing user access is no longer stressful—it’s a huge relief for us.”

Improved operations, better contract management

Since implementing Signeasy, SOHAR Port and Freezone has achieved measurable gains in efficiency and productivity. 

Rapid contract processing

Before, finalizing contracts could take days or even weeks. Now, with Signeasy, the average document turnaround time has come down by 80%, with 62% of documents signed within a day.

“Signeasy helped us save time and manage our documents more efficiently,” Al Mamari shares. “We streamlined the signing process across all levels—departments, managers, CEOs. We can send reminders, design templates, and more.”

Reduction in paperwork and operational costs

The shift to digital has reduced their reliance on paper, significantly cutting down operational costs associated with paper storage and supply.

“Now, everyone can be reached online, which saves time and energy, and cuts down on paper. It also reduced the back-and-forth and issues with missing details. Before Signeasy, it was common to miss something, and we’d have to start the signing process all over,” Al Mamari explains. “Now, we have a system where everything is documented clearly—a comprehensive solution that keeps everyone informed about their documents. The process for signing and approvals is transparent, and more teams are adopting it daily.”

Reflecting on the overall impact, Said Al Mamari rates the experience highly: 

“I’d definitely give Signeasy a high score, around 4.9 out of 5. We’ve been working with them for a while and see continual improvements each year. It’s been very effective, meeting our needs without issues.”

Summary

Albéa Cosmetics is a leading company in the packaging solutions industry, particularly for beauty, personal care, skincare, fragrance, and oral care products. Founded in 2004 and headquartered in France, Albéa Cosmetics operates 34 manufacturing sites across Europe, North and South America, China, and Asia. Albéa Cosmetics provides a wide range of packaging solutions, including tubes, cosmetic rigid packaging, and dispensing systems.

They leverage Signeasy across multiple departments such as HR, Payroll, Finance, Engineering, Quality, New Product Development, and Logistics. Before using Signeasy, they encountered significant challenges with paper-based processes that were time-consuming and costly.

After adopting Signeasy, Albea Cosmetics streamlined the creation of frequently used documents such as contracts, invoices, and reports. This led to faster processing, reduced costs, and improved compliance across departments.

Albea Cosmetics: Packaging cosmetics you use every day

Albea Cosmetics is the world leader in beauty packaging, crafting containers like tubes, lipsticks, mascaras, and skincare jars for various makeup and skincare essentials. From drugstore brands like Maybelline, L'oreal, and Garnier to luxury labels like Armani, Christian Dior, Givenchy, and Guerlian, Albea’s packaging ensures that beauty products remain safe and stylish for all their customers.

Committed to quality and innovation, Albea ensures their packaging not only meets the highest standards but also elevates the user experience. Their products are both functional and aesthetically pleasing, meeting the diverse needs of consumers and brands around the globe. 

Albea has a central manufacturing plant in Mexico that works closely with three other locations to build products. This network keeps their quality high and production speedy, allowing them to stay ahead of the curve in the beauty industry.

However, this also means managing a vast array of documents between different departments — like supplier contracts, regulatory approvals, product specifications, and internal policies — which can be challenging. 

That’s why Albea turned to Signeasy, leveraging digital contract management to streamline their document workflows. This shift has boosted their productivity and efficiency, allowing them to focus on what they do best: setting the standards in beauty packaging. 

We spoke with Erika Ramirez, the HR Coordinator at Albea Cosmetics, to better understand how they did this. Her extensive experience as a Signeasy power user offered us insights into how they’re leveraging the contract management platform to streamline their document workflows.

The drawbacks of manual contract management 

Before adopting Signeasy, Albea Cosmetics struggled with a slow and tedious process for signing contracts. This manual method caused significant delays, impacting important business activities like project or product kick-offs, supplier agreements, and customer contracts. It affected the overall efficiency.

Contracts need to be signed by multiple departments, including procurement, legal, finance, and sales, and often involve locations like their manufacturing units in Mexico and headquarters in Paris. 

Coordinating across different time zones and offices added days or even weeks to the process. Juggling these signatures and approvals was often a logistical nightmare. Moreover, each department had its requirements and timelines, leading to multiple follow-ups and reminders. 

Erika sums up the situation perfectly, “The manual process of signing contracts was very cumbersome and time-consuming. We had to wait for days, sometimes weeks, for all the necessary signatures to be collected. These delays affected our critical business processes.”

Important documents could easily get misplaced or stuck on someone’s desk, causing even more holdups. Handling urgent document signings was particularly challenging. When a crucial contract needed immediate attention, the manual process made it difficult.

Turning tedious tasks into seamless operations

Signeasy streamlined Albea’s document preparation and management processes, simplifying how they handle everything from supplier contracts to internal policies. 

Managing time-sensitive document signings

Signeasy’s contract management software allows Albea Cosmetics to manage document signings swiftly and handle multiple documents simultaneously. 

Erika uses the Envelopes feature to add multiple documents to a single signature request. Now, managers receive a bundle of up to 10 files and can sign them all in one go instead of opening and signing each separately. This saves significant time and ensures they never miss a signature, solving a major challenge they previously faced.

Another challenge she faced was constant delays in getting documents signed on time. Managers were often away from their desks, spending time at the manufacturing unit, which slowed down projects.

With Signeasy’s automated reminders and real-time tracking features, Erika could ensure managers were promptly notified to sign and gain complete visibility into where the document was stuck.

“Signeasy makes it so easy to handle urgent document signings. Managing multiple documents for different employees and dealing with reminders and attachment limits has also become very convenient,” Erika explains.

Faster signatures and authorization

Speed is crucial in almost any industry, and Signeasy has made a difference in this aspect of Albea's approval processes. 

Getting documents signed used to be a lengthy process, especially when signatures were needed from multiple people. Erika recalls documents needing anywhere from two to six signatures, often involving in-person meetings or endless email exchanges. Now, with Signeasy, Erika can send signature requests to all necessary signers at once with a single click. This streamlined process saves a lot of time and closes documents much faster, without the need for separate emails.

With Signeasy, Albea has not only simplified the signing process but also centralized storage, making the handling of contracts nearly effortless. 

“Now, there’s no need for printouts as almost all documents live on Signeasy. If I need to revisit a contract from two years ago, I just search on Signeasy,” Erika explains. 

This approach clears up physical space and streamlines access to past agreements whenever needed.

By automating such redundancies, the result is a more agile, responsive, and efficient organization capable of meeting the dynamic needs of the beauty industry.

Quick turnarounds and streamlined operations

Signeasy’s impact on Albea’s operational processes is undeniable. Their document processing is swift, with 32% of transactions completed within the first hour! This translates to overall efficiency, with 73% of transactions finalized within a single day.  

Erika summarizes the impact perfectly:

“Signeasy has halved our document approval turnaround time, which is critical for meeting tight deadlines.” 

These impressive results showcase how Signeasy has streamlined Albea’s operations, driving efficiency and speed.

Summary

Moreland University is an institution dedicated to providing innovative and accessible teacher education programs. They understand that effective educators need a strong foundation in theory combined with the ability to translate that knowledge into engaging classroom experiences. That’s why Moreland’s programs incorporate both rigorous academic coursework and practical, hands-on opportunities.

Moreland University uses Signeasy’s API integration to manage contracts seamlessly. Their admissions and candidate success departments have left behind the sluggish and expensive manual paperwork. With Signeasy’s API, these processes are faster, simpler, and fully digital, saving time, reducing costs, and creating a smoother experience for both staff and candidates.

Moreland University: Educating tomorrow’s teachers globally

Established in 2012, Moreland University breaks the mold of traditional education. Based in Washington, D.C., they offer fully accredited (DEAC & CAEP) online programs, making quality teacher training accessible to a global audience.

What sets Moreland apart? 

Well, their vibrant online learning community is something to start with. Candidates from over 165 countries bring diverse perspectives and voices to the virtual classroom, elevating the learning experience. This global exchange fosters a deeper understanding of educational challenges and solutions.

Moreland’s mission is to empower educators to become resourceful problem-solvers and navigate classrooms to meet the demands of the future.

We spoke with Shelbie Goodnow to better understand the challenges of Moreland University’s previous contract management processes and the benefits of Signeasy. Shelbie, who joined Moreland as an instructor in 2015, has held various roles and now oversees day-to-day operations. She shared valuable insights into the improvements and efficiency gains of Signeasy’s integration.

The administrative burden of handling documents manually 

The main challenge Moreland University faced was the inefficiency of their document management system.

Various documents, such as enrollment agreements, MOUs, verification forms, consent forms, scholarship applications, and internship agreements, required meticulous handling and timely completion. This need is especially pronounced in scenarios requiring collaboration between candidates, the admissions department, the database, and the overall university. 

Manual processes were slow, error-prone, and time-consuming. Enrolling candidates meant emailing agreements, which candidates had to print, sign, scan, and upload—a tedious multi-step process. 

“It was quite manual and hectic,” Shelbie recalled. Partner schools, candidates, mentors, and others relied on similar manual processes, leading to delays, lost documents, frequent follow-ups, and a significant administrative burden.

Optimizing operational processes through digital documentation

With Signeasy, Moreland University has significantly enhanced efficiency across its administrative workflows. This shift has improved the accuracy and accessibility of critical documents, benefiting both staff and candidates alike.

Easy API integration with custom-built LMS

Moreland University took control of document workflows by integrating Signeasy’s API with its custom-built Learning Management System (LMS). This eliminated the need for a separate web system and streamlined the process of sending, signing, and receiving critical documents.

The result? Moreland’s document management process now operates on autopilot.

Upon enrollment, candidates seamlessly receive and sign agreements within the platform. These documents are then automatically archived within the LMS, ensuring all records are easily accessible and well-organized. This enhances compliance and audit readiness and instills confidence that documents are securely stored.

When asked how the API integration was rolled out, Shelbie explained: 

“It was smooth sailing from the start. The Signeasy team collaborated closely with our tech team to ensure a seamless implementation. They proactively addressed any issues that arose, resolving them swiftly to keep everything on track. Their hands-on approach made the entire integration process straightforward and efficient.”

Streamlining enrollment agreements

Enrollment agreements are a critical part of any admissions process. Before Signeasy, each agreement involved several back-and-forth communications between the university and the prospective candidates. Now, they are sent, signed, and processed digitally.

Shelbie elaborated, “The automation of enrollment agreements has saved us so much time and has greatly reduced errors. It has made the entire admissions process much more efficient.”

The API integration ensures that once a document is signed, it is automatically stored in the candidate’s profile within the LMS, making the entire process quicker and more reliable.

Automating memorandums of understanding (MOU)

Placing candidates in practicum programs involved a paper trail of MOUs that required manual data entry—a process prone to errors and delays.  

Manual data entry often leads to mistakes, such as incorrect or incomplete information being entered. Additionally, the need to coordinate between multiple parties—candidates, partner schools, and administrative staff—often resulted in delays. Emails with attachments could be overlooked, lost, or stuck in spam filters, causing further inefficiencies.

Signeasy’s API eliminated these roadblocks by automatically populating MOUs with necessary details, saving time and ensuring accuracy.

Simplifying completion verification forms

Program completion at Moreland University involves verification forms that mentor teachers must sign to confirm that candidates have successfully completed their clinical requirements. 

Previously, this process was entirely manual and fraught with delays. With Signeasy, verification forms are now digitally managed, allowing teachers to sign and submit them quickly and easily. 

This digital approach ensures that candidate progress is accurately recorded in real time, eliminating delays and reducing the risk of lost or misplaced documents.

Real-time tracking and notifications

Signeasy’s API integration offers real-time tracking and notifications, enabling Moreland University to monitor all documents' status at any time. This feature particularly benefits the administrative staff, reducing the need for constant follow-ups and reminders. 

With real-time tracking, staff can instantly see which documents are pending, signed, and require further action. This centralized system allows them to manage document workflows with greater efficiency and transparency. 

Additionally, automated notifications ensure all parties involved are promptly informed of any required actions, reducing delays and improving overall workflow. This leads to faster document processing, improved compliance, and a smoother experience for both staff and candidates. 

Measurable gains in processes with efficiency

Since implementing Signeasy API, Moreland University has seen significant improvements in their overall operations.

Effortless onboarding of 200+ new candidates each month

Moreland University enrolls over 200+ new candidates every month, each requiring an enrollment agreement. With Signeasy, the onboarding process has become effortless and streamlined, significantly enhancing the overall experience for both candidates and staff.

Candidates can now complete their enrollment agreements quickly and easily from any device, reducing delays and ensuring they are ready to begin their programs without unnecessary hassle.

For the administrative staff, the digital onboarding process eliminates the repetitive, time-consuming tasks associated with manual paperwork. Staff members no longer need to chase down signatures or manage stacks of physical documents. Instead, they can focus on more critical aspects of their roles.

Signeasy’s eSign API also reduces the potential for errors and lost documents, ensuring that each candidate’s onboarding is completed accurately and promptly. 

By streamlining the enrollment process, Moreland University can maintain a high level of service quality, supporting both the smooth operation of their programs and the success of their candidates.

43% of transactions completed within one hour

With Signeasy, 43% of Moreland University’s contracts are signed within an hour. “We have seen higher enrollment rates because candidates are usually ready to enroll and sign immediately," Shelbie explained. “The API’s ease of use definitely speeds things up.”

Cutting turnaround time by 50-70%

Signeasy has significantly reduced Moreland University’s document turnaround time by approximately 50-70%. Shelbie elaborated, "Previously, setting up an MOU took about 15 minutes to manually populate, convert to PDF, and email. Getting it signed could take up to a week. Now, with Signeasy, it’s auto-populated and sent, drastically cutting down our turnaround time.”

This reduction in turnaround time has improved overall efficiency and responsiveness. By automating the document preparation and sending process, Moreland University can handle administrative tasks with greater speed and accuracy, ensuring that agreements and other critical documents are processed promptly.

Reflecting on her overall experience with Signeasy, Shelbie had only positive things to say. She remarked, "Signeasy has had a major impact on our operations teams. With everything digitized and automated now, our efficiency has increased significantly. We simply check a report to keep a track of signed forms, which has streamlined our processes tremendously.”

At a glance

Palazzo Versace, renowned for its luxury hospitality and as a true embodiment of the Versace lifestyle, faced significant challenges handling high volumes of administrative documentation across various departments. After using DocuSign, they switched to Signeasy, drawn by its cost-effectiveness, ease of use, and seamless integration with existing tools. 

Implementing Signeasy for eSignatures and contract workflows has significantly improved operational efficiency, accelerating contract processing and improving user experience in departments like Human Resources, IT, Finance, and the Managing Director’s office. With this strategic shift, Palazzo Versace has set a new standard in operational efficiency and guest service excellence. 

We spoke with Eapen Mathew, Head of Information Technology at Palazzo Versace, who is pivotal in driving the hotel’s technological advancements. He ensures that these innovations adhere to Versace’s high standards, focusing on enhancing operational efficiency and guest experience.

Palazzo Versace: Synonym of luxury and innovation

The Palazzo Versace Dubai property is a luxurious stay with exceptional service and amenities. Situated in the heart of Dubai, Palazzo Versace is at the center of the Jaddaf Waterfront, located on a prime waterfront plot with unobstructed views of Dubai Creek. 

Versace, synonymous with boldness, luxury, and glamour, extends this ethos to its Palazzo Versace experience. Here, guest service goes beyond luxury accommodations; it’s about creating a stay that aligns with Versace’s values. Every guest interaction is personalized, ensuring a memorable, individualized experience that upholds Versace’s high standards of hospitality.

Crucial to delivering this unparalleled experience is Palazzo Versace’s emphasis on operational efficiency. It’s not just about the grandeur but also about ensuring seamless operations behind the scenes. This efficiency is key to providing the quick, responsive, and personalized service that guests at Palazzo Versace have come to expect.

Tackling administrative overload in luxury hospitality

The HR department at Palazzo Versace was swamped with paperwork, leading to delays in contract completion and frustration among staff and new employees. It soon became evident that similar inefficiencies were present throughout the hotel. 

Departments like IT, Finance, and the Managing Director’s office were also overwhelmed with the administrative burden, particularly in initiating Annual Maintenance Contracts (AMCs) and managing other critical documents. Similarly, the front desk faced challenges in swiftly processing guest-related approvals, such as room upgrades.

Eapen Mathew, Head of Information Technology, evaluated DocuSign to optimize their operations but faced difficulties integrating it with their current systems. They also had concerns over its pricing structure. 

“We considered DocuSign as a potential solution. Although DocuSign offered a range of features, integrating it with our existing processes and systems was challenging. Furthermore, we had concerns with DocuSign’s pricing structure, particularly with the fluctuating documentation needs for seasonal hiring and bookings.”, shares Eapen.

With teams already stretched thin, the hotel required a solution that was easy to implement without a steep learning curve or disruption to ongoing operations.

Palazzo Versace’s leap of efficiency with Signeasy

After exploring options, Eapen Mathew and his team discovered Signeasy. A thorough evaluation led them to choose Signeasy for its user-friendly interface, enabling a smoother transition from DocuSign. The implementation ensured minimal disruption to ongoing operations, focusing on maintaining continuity.

Signeasy’s cost-effective, flexible pricing and unlimited document capability were significant advantages. The HR department began using Signeasy for seasonal employee onboarding and processing vital HR documents, including employment contracts, onboarding, and offboarding documents.

Encouraged by the success in HR, Eapen Mathew initiated the expansion of Signeasy’s use across the hotel. This broadened implementation streamlined AMC initiation and contract workflow in various departments. 

The introduction of Signeasy at the front desk was particularly transformative in the guest experience by allowing staff to obtain quick approvals for room upgrades and other requests. 

“Working with Signeasy has been a real advantage for us at Palazzo Versace. It’s amazing how something as simple as streamlining paperwork can have such a big impact. We’ve seen a noticeable difference in how quickly we get things done now, not just in HR, but across all departments.”, adds Eapen. 

Faster work, happier guests

The adoption of Signeasy into Palazzo Versace’s daily operations led to immediate and tangible outcomes. 

• Widespread efficiency: The adoption of Signeasy across various departments significantly sped up contract processing and improved operational efficiency. This allowed departments to manage documentation more quickly, greatly reducing the time from days to hours.
• Culture of innovation: Palazzo Versace’s use of Signeasy across the organization showcases its commitment to innovation. Employees at all levels have adopted this tool, creating a more unified, efficient, and modern work environment.
• Enhanced guest experience: The front desk’s use of Signeasy has notably improved guest satisfaction, aligning with Palazzo Versace’s commitment to exceptional service standards.

“At our front desk, first impressions count. With Signeasy, we’ve made our guest interactions even more seamless and personalized. Upgrading a room or processing a special request is now quick and hassle-free, which means happier guests and a smoother operation.”, says Eapen.

At a glance

Mercure Hotel Suites & Apartments in Dubai faced operational challenges with handling thousands of physical contracts and collecting signatures. By using Signeasy’s eSignature and contract workflow capabilities, they successfully digitized their operations and eliminated approx. 10,000 printouts, and reduced the contract turnaround times.

With Signeasy’s template feature, they ensured consistency and compliance across contracts, sped up the sending process, and reduced the risk of errors. The tracking feature helped them see how contracts progressed and identify where they got stuck. This improved operational efficiency and enhanced the overall experience for staff and clients at this leading hospitality establishment. 

Mercure Hotel: A blend of comfort and innovation

Nestled in the vibrant center of Dubai, Mercure Hotel Suites & Apartments is a top hospitality choice with 1015 well-appointed suites and apartments. 

Recognized for its dedication to an exceptional guest experience, it has received prestigious awards like the World Luxury Award for Luxury City Serviced Apartments and the Best Hotel Apartments at the Arabian Travel Awards 2023. 

Whether you’re a traveler or a business professional, Mercure Hotel provides a perfect combination of comfort and excellent service in the heart of Dubai.

We spoke to Mercure Hotel’s Fonyuy Youla Emile, IT Manager, who steers the technological transformation within the hotel to gain insights into the ongoing initiatives and advancements in their contract workflow operations.

Tackling high-volume paperwork and inefficient contract workflows

Fonyuy outlined all contract workflow challenges the team faces. First, they handled a high volume of paperwork, dealing with tens of thousands of printouts monthly. This slowed down transactions and incurred high paper, ink, and power consumption costs. In addition, many of their guests hail from outside Dubai, leading to slow approvals and potential delays in closing critical deals.

Ensuring contract consistency according to company policies included manual intervention. Folks were internally implementing changes in the contracts, making it hard to track them and ensure that they adhered to company policies.  

“Our contract workflows typically include five signers on average, possibly reaching double digits depending on the document’s complexity. The lack of visibility into the contract’s progress and where it’s stuck made our workflows complex.”~ Fonyuy Youla Emile

Fonyuy and his team initially considered Adobe Sign to streamline their paperwork. However, it was found to be tailored for larger enterprises with extensive budgets. Signeasy stood out due to its user-friendly interface and cost-effectiveness. 

“After evaluating options like Adobe Sign, we chose Signeasy for its competitive pricing without compromising functionality. It’s not just about cost savings; it’s about getting the same electronic signature capabilities at a more affordable rate. Signeasy has become integral to our sales, accounts, and procurement teams’ day-to-day operations.” said Fonyuy.

Mercure Hotel started using Signeasy in 2022. Currently, they use eight seats (all active) on Signeasy, highlighting the platform’s widespread adoption. The procurement team uses it extensively to get signatures from guests and send justification letters, FFNL letters, etc. The finance and sales teams primarily use it for reviewing and signing documents.

Mercure Hotel’s strategic move to Signeasy’s eSignature and contract workflow solution

Mercure Hotel turned to Signeasy, which initiated a shift to digital processes. The platform effectively tackled the challenge of reducing paper usage and associated costs by digitizing the end-to-end contract signing process. 

Streamlining turnaround time and contract approvals

The most remarkable change lies in the turnaround time for contract processing. With Signeasy, the once laborious task of signing, sending, and tracking physical contracts has transformed into a seamless digital process. Fonyuy notes that the processes that used to take weeks are now completed in days. 

Signeasy introduced in-depth visibility into the contract progress and sent automated reminders, ensuring smooth collaboration and timely approvals, even with multiple stakeholders involved. 

“With an average of five signers per contract, sometimes reaching as high as 10 or 11, Signeasy has simplified our signing process. The ability to track the document’s progress in real-time and easily follow up with signers has significantly reduced our contract completion time.”, says Fonyuy.

Template feature to maintain consistency

A standout feature for Mercure Hotel’s team is Signeasy’s template functionality. Fonyuy appreciates the ability to create templates aligned with company policies, ensuring consistency across documents used by different teams and users. 

Fonyuy said, “Signeasy’s template feature ensures our documents adhere to company policies. It’s a must-have for us, as it streamlines our processes, maintains consistency, and prevents unauthorized changes. This feature has been crucial.” 

Before Signeasy, the absence of standardized templates meant documents could deviate from established guidelines, risking discrepancies and non-compliance. With this feature, the admin (in this case, Fonyuy) sets up templates conforming to company policies and shares them with the team. The team selects the appropriate template, inputs new information, and sends it out for signatures. 

Signeasy and Mercure Hotel: partnering for operational excellence

The impact of Signeasy on Mercure Hotel’s daily operations has been remarkable. Emphasizing the reduction in paper usage, Fonyuy estimates saving up to 10,000 printouts monthly. 

The streamlined contract workflows ensure consistency and adherence to company policies, eliminating potential errors. Real-time visibility into document statuses empowers the team, reducing delays and improving efficiency in a multi-signatory environment. 

“Signeasy’s impact on our organization is twofold — cost savings and efficiency. Beyond just reducing paper and printing costs, the platform has streamlined our contract workflows. It has brought visibility into the signing process, making it easy for our teams to manage and expedite contracts. Signeasy has truly transformed how we handle documentation.”, adds Fonyuy.

As they continue to earn accolades for their excellence in the hospitality sector, Signeasy remains an invaluable partner in their commitment to providing top-tier service with a modern touch.

Summary

‍SupportYourApp faced challenges in signing and managing many legal documents across multiple geographies and time zones, leading to delays and inefficiencies. They needed a scalable and flexible solution to streamline their contract workflows while ensuring security and compliance. Signeasy emerged as an all-in-one platform that organically met their requirements. With Signeasy’s intuitive interface and automatic reminders, SupportYourApp improved signing and managing contracts without interruptions or process bottlenecks. SupportYourApp processed various documents, such as NDAs and service agreements, with confidence and enhanced productivity.

Challenge

SupportYourApp, based in Ukraine, is a Support-as-a-Service company that offers augmented customer care and support services to growing startups and tech companies worldwide. Operating from multiple geographies and time zones, they deal with customers and partners from across the globe. One of the pressing challenges they faced was signing and managing a big chunk of legal documents, contracts, and agreements daily. This often resulted in delays and inefficiency of business processes.

SupportYourApp works with various types of documents like NDAs, service agreements, SOWs, Data processing agreements, model releases, assignment agreements, UPD forms, and more. They wanted to improve and simplify their contract workflows to make them faster and more convenient. SupportYourApp wanted a solution that could grow with their needs and be easily adaptable. Their priority was to find a flexible and scalable solution that could be customized to address their pain points while being cost-effective. Ensuring security and compliance with the latest regulations was also crucial for them.

Solution

The team discovered Signeasy and found it to be an organic fit for all their needs. With Signeasy, SupportYourApp could easily sign and send contracts, agreements, and more. Signeasy’s automatic reminders helped them stay on top of pending signatures resulting in faster contract closures. Signeasy’s user-friendly and bug-free interface multiplied the ease of signing and managing documents without any hiccups. The team actively uses Signeasy’s web app to execute key contracts across senior leadership and departments like business development, administration, and more.

Security was also one of the major reasons why the team chose Signeasy. Since SupportYourApp is ISO certified (ISO 9001) and stays at the top of the security game to prevent data breaches, Signeasy’s robust security measures align well with their business requirements. Signeasy’s encryption, multi-factor authentication, and authorization protocols help the team at SupportYourApp protect documents from unauthorized access, breaches, and cyberattacks.

Result

Signeasy’s powerful capabilities and intuitive features boosted SupportYourApp’s confidence in signing, sending, and managing contracts online—from the web and mobile apps. Signeasy helped them increase productivity, enhance customer experience, and contribute to environmental sustainability by providing a secure, efficient, and user-friendly platform. The team leverages the power of Signeasy reminders to follow up with the stakeholders who haven’t signed the documents yet and get contracts closed faster. The team highlights that after using Signeasy, the business processes at SupportYourApp have become more optimized and efficient than ever. 

Summary

SAMSA, one of the growing IT services providers in the US, needed an eSignature and contract automation solution as their customer interactions were taking a hit because of outdated quoting processes. Their traditional quoting processes required their clients to print, sign, scan, and email or fax the quotes back to the team, which led to operational delays and frustration. They started using Signeasy API to plug contract automation capabilities into their processes and create richer and more fruitful experiences for their customers. 

Company

SAMSA is an experienced US-Based IT services provider offering a wide range of services, starting from Computer and IT support and Application Development to Web Development and Hosting. Whether residential computer users or large corporations, SAMSA has the knowledge and expertise to cater to their unique IT needs. What started as a “one-man band” providing software development for small businesses has grown into an enterprise offering a wide range of services to over 250 clients in Michigan and throughout the U.S. The team thrives at the intersection of three core values they believe in— timeliness, creativity, and integrity. 

Challenges

Many business workflows at SAMSA involve processing quotes for their products and services. Most of those quotes turn into orders from customers, which have to be accepted, documented, and processed by multiple stakeholders. They would also turn into purchase orders, resulting in back and forth between vendors across geographies. That means different time zones.

Though the team had an automated system in place to process accepted quotes and feed them into their ordering system, it wasn’t as efficient as it should have been. The reason for this was their cumbersome quoting process. The quotes went out from SAMSA to customers by email, and they had to print, sign, scan, and email/fax them back to the team. This created huge inconvenience for their customers and sabotaged their level of engagement with the SAMSA team. It slowed down the quote acceptance process and impacted customers’ ability to do business with them. 

Things got worse when the pandemic hit and forced everyone from SAMSA to work from home, resulting in limited access to fax machines. They started looking for a modern, intuitive eSignature and contract management platform which they could easily integrate into their ERP system. 

From one pain point to the other, they chose the eSignature and contract workflow automation software that is loved by growing businesses globally — Signeasy. 

Solution

SAMSA chose Signeasy because of its ability to interact seamlessly with its native platform, allowing them to automate processes. The robust API endpoints allowed them to manage all aspects of sending and processing documents, including transmitting documents for signature, automatically reminding customers of pending quotes, and withdrawing offers once a quote had expired — all within their ERP system. Signeasy’s webhook support also ensured that their systems were instantly notified when customers accepted quotes, irrespective of the time when it happens. The flexible pricing of Signeasy helped the team navigate smoothly through ever-changing requirements and not fall prey to unnecessary overages.

After implementing Signeasy into quoting/ordering processes and being satisfied with the results, SAMSA further plugged the platform’s capabilities into their annual agreement renewal processes. The team was happy with increased productivity and started exploring other areas for implementation, such as offering eSignature processing for their app and web development clients, who contribute to a major chunk of the revenue.

The effectiveness of Signeasy in simplifying interactions with their clients was something that stood out for the SAMSA team. They realized this when a lot of customers started appreciating their improved processes and shared anecdotes of how happy they were with the faster turnaround time of processed quotes. Signeasy also helped the team save time, bring down administrative costs, and become a paperless ecosystem.

Summary

The HR department at TransCold Distribution dealt with hefty paperwork. It led to many operational delays with back and forth between managers and employees for getting critical documents signed. The TransCold team could foresee how digital contract workflows can eliminate the need for paperwork and simplify processes across departments. Hence, they sought a modern contract workflow and eSignature platform that could enhance process efficiency and boost team productivity.

Company

TransCold Distribution has been one of the leading providers of best-in-class distribution, storage and warehousing services, with customer service as their utmost priority. TransCold made its mark over the years as one of the largest distributors of ice cream, frozen, and dry foods, with clients spread across Alberta, British Columbia, Washington, Oregon, and Southern California. Their vision has been to provide the best services in distribution, storage, and warehousing across North America with customer satisfaction being at the core of what they do. 

Challenges

TransCold’s HR function needed an intuitive platform to digitize tons of documentation related to new hires and employees and eliminate the use of paper. Having paper-based contracts was deteriorating the experience for the HR professionals and employees alike, taking a massive toll on employee engagement. They started using DocuSign to plug digitized contracts into their ecosystem, but realized that it wasn’t the right fit for their needs and did not offer value in the long term. That’s when they started looking for a solution that brought them the best of both worlds: eSignature and contract workflow management capabilities at a flexible price point.

Solution

To future-proof its HR department and get rid of paper processes, the TransCold team chose Signeasy. For them, Signeasy’s eSignature and contract workflow platform not only met a temporary need — it streamlined the process of getting over hundreds of employee and applicant documents signed but also helped them do it in a matter of days. The team no longer had to deal with messy scanned, printed documents and chase managers or employees for signatures. 

From DocuSign to Signeasy: Choosing flexibility, empathetic support, and transparent pricing

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When they started looking for a strategic partner to streamline contract workflows, TransCold realized that Signeasy’s pricing model is thoughtfully designed for fast-growing businesses like theirs. Unlike DocuSign, there was no fear of hidden pricing or overages adding up. They also realized that by choosing Signeasy, they don’t have to upgrade to the enterprise plan for availing HIPAA or dedicated support. They could get access to a customer success manager, whether they required 5 licenses or 50. With features that are barely used and exorbitant pricing, the team reached a conclusion that DocuSign was no longer the right fit for them. 

The number of hours saved by the team per day has been significant over time, and they have realized immediate returns on investment. The team is happy with the impact Signeasy is creating as a product and the support they get for accommodating their ever-changing business needs. From there, the team started plugging Signeasy into more complex corners of HR and are excited thinking about how else they can use Signeasy across other departments down the line. 

Summary 

Calastone, the world’s largest global funds network, wanted to simplify contract workflows for its clients, reduce costs, and eliminate the use of paper. Previously, they had managed contracts the traditional way — print, sign, courier to the client, and wait for the signed copy to be sent back. Not only did they dedicate time and effort to wasteful supplies like printers, ink, paper,  courier costs, and storage, but they also needed to manually track and manage documents on the move. Introducing Signeasy into their business ecosystem for signing, sending, and managing contracts turned out to be a game-changer for the Calastone team.

Company 

Calastone is a leading global funds network connecting financial organizations worldwide. It aims at helping the funds industry transform through innovative ways of reducing frictional costs and lowering operational risk. Their mission is to make investing more accessible and generate opportunities for the industry to deliver greater value for the investor. 

With over 3,500 clients in 54 countries and territories, Calastone is headquartered in London and has offices across Luxembourg, Hong Kong, Taipei, Singapore, New York, Milan, and Sydney. 

Challenges 

Calastone used pen-and-paper systems to send contracts to their clients, leading to significant time and money wasted on physical delivery models. With contracts running up to 20 pages, any minor issue, such as a typing error, would require repeating the entire process. This took up a lot of time and manual effort, and contradicted Calastone's mission to automate the funds industry. That’s when the team realized that going digital is the best way ahead.

Solution 

Calastone chose Signeasy for its easy-to-use interface and excellent customer support. Different departments at Calastone, including the People group, Legal, Finance, Marketing, and Administration, use Signeasy to send documents for signature to internal and external parties. The team uses Signeasy’s MS Outlook integration for signing, sending, and managing documents securely and directly from the inbox. 

With Signeasy, the turnaround times on critical documents such as contracts, order forms, service amendments, and NDAs came down from days to minutes. The team uses Signeasy mostly on desktops; however, they have also started using it on their mobile devices for managing documents seamlessly anytime, anywhere. The Calastone team appreciates the quality of support offered by Signeasy and how they always feel heard, along with a feasible solution in sight. Analytics Dashboard, Multi-Admin, Two-Factor Authentication, and Automatic Reminders are a few of the many Signeasy features that the Calastone team uses extensively.  

With Signeasy, the team has been able to import contacts directly from Outlook inbox, thereby increasing the speed and making it more efficient to collect signatures from clients. Calastone also benefits from Signeasy’s audit trail, which offers excellent visibility into actions taken by the concerned signing parties on important documents.

Summary

Our story dates back to that fine day Saurabh Kumar, CEO of GMR Cargo, took the radical decision to eliminate cumbersome paper-based processes that hampered efficiency and productivity across different functions. From that point on, there was no turning back. When the CEO’s office realized the number of resources wasted in signing, reviewing, and finalizing paper-based documents, it became the catalyst for a highly rapid digitization process. Signeasy was the perfect fit for GMR cargo to enter the world of eSignatures and digital document workflows swiftly and securely. 

Company

GMR Group is one of the fastest-growing infrastructure enterprises in the world, with experience spanning three decades. Using the Public Private Partnership model, the GMR Group has leveraged its core strengths to implement multiple iconic infrastructure projects across India successfully. GMR Hyderabad Air Cargo (GHAC) is a 100% subsidiary of GMR Hyderabad International Airport Limited (GHIAL) and offers a range of cargo handling services, including both physical handlings and documentation services.

Challenges

GMR’s Cargo division wanted to digitize document workflows and bring paper trails to an end, once and for all. Before Signeasy, the CEO had to go through the cumbersome paper-pen loop of approving/signing important documents, many of which needed his immediate attention. This process was time-consuming and led to bottlenecks and slow decision-making. The old-fashioned physical workflow of executives bringing tons of documents and collecting signatures in person was too tedious and high on manual effort. 

Solution

Enter Signeasy — The GMR Cargo team was able to adopt Signeasy’s intuitive eSignature solution quickly and kickstart their vision of digitizing document workflows. From the CEO’s office to departments like IT, Operations, and Security, Signeasy helped the teams eliminate wet-ink signatures and drastically reduce document turnaround times. Signeasy is used to sign critical documents and approvals directly from the CEO’s office, which has led to faster decision-making and a more secure signing process. It has helped various departments within GMR Cargo digitize signature workflows for documents like NDAs, vendor invoices, agreements, PO (purchase order), PR (purchase requisition), and more.

In their own words, the GMR highlighted three reasons they chose Signeasy: ease of use, ease of doing business, and reliable customer support. Signeasy makes it easy for the GMR Cargo staff to sign and send documents even when they are outside the office and beyond work timings. From CEO to executives, everyone at GMR can access Signeasy anywhere and from any device to sign critical agreements within minutes. Before Signeasy, a typical workflow took almost a week for multiple stakeholders to sign and close a document. However, after Signeasy, it has come down to around one day. The intuitive workflows and reminder notifications sent to stakeholders have significantly reduced the signature wait times.

Summary

Since its inception in 2020, MagicBell has been building the gold standard for useful notification experiences. Notifications, when done right, carry the power to create direction and drive action. As a remote-first business with employees worldwide, MagicBell could not rely on traditional paper-based document workflows for its HR, Sales, and Finance teams. This led them to Signeasy, which has become an integral part of their departmental workflows today, making it easy to sign, send, and manage essential and critical business documents.

Company

In an always-connected world with endless distractions, MagicBell was born to curate impactful notification systems that can be built lightning-fast. The company’s mission is to empower product teams worldwide to build relevant notification experiences. With a real-time notification inbox, MagicBell seamlessly delivers web-push, mobile, email, and in-app notifications for its users. The brand promises to offer a solution that is easy to integrate and run so that its customers can save time and money spent on coding efforts.

Challenges

From language barriers to cultural differences to time zone hurdles, MagicBell wanted to successfully navigate the challenges of managing a 100% remote team. Wet-ink signatures were a natural misfit for their business to operate remotely. They quickly realized the inefficiencies of the cumbersome pen-and-paper way for critical paperwork like NDAs, GDPR-related documents, etc. This led them to look for an eSignature solution that offers speed, ease of use, and security for their internal and external document workflows.

Solution

With Signeasy, MagicBell was able to quickly adopt and automate an eSignature workflow that was intuitive and efficient. Their learning curve with Signeasy was minimal, email back and forth was eliminated, and documents were signed within minutes. 

Mark O’ Toole, Head of Operations at MagicBell, stated that it was extremely easy to upload documents, define signees, and add signatures in required fields in a few clicks.

Signeasy enables MagicBell to continue offering its stakeholders a seamless digital signing experience while boosting the team’s productivity. Different departments across MagicBell, including HR, Sales, and Finance, use Signeasy for signing documents like NDAs, contracts, job offers, employment contracts, financial reports, quarterly reports, and more. While the product is being used primarily for external workflows at MagicBell, the team is also very optimistic about scaling its use for internal workflows.

Summary

Jüsto, the first 100%  online supermarket based in Mexico City delivers fresh fruits, vegetables, pantry staples, and other groceries to consumers in Mexico and Latin America. When the pandemic placed an unprecedented demand on online grocery businesses, Jüsto tactfully responded to it without compromising on the quality of service. To keep up with this expansion, they needed an easy and affordable eSignature solution to further streamline core business processes such as new hire onboarding and supplier management.

Story

Founded in 2019 with a mission to disrupt the Latin American grocery industry, Jüsto, an online-only supermarket chain has transformed the way food is delivered. They take pride in partnering with local suppliers and international brands to deliver fresh produce and basic household essentials at their consumers’ doorstep. Jüsto offers its customers the convenience of placing orders online through its website or app.

The company saw exponential growth of 800% in the last two years and are now planning to expand their footprint and launch operations in Colombia, Peru, Ecuador, and more.

Challenges

Jüsto promises to deliver convenience and the freshest produce to their customers. To make this happen, a lot of backend logistics around sourcing and delivering across various regions needed to be in place.  And it is no secret that with rapid growth comes new operational challenges such as setting up warehouses in new locations, finding and working with local logistics partners, and hiring new employees. Relying on paper contracts and manual processes meant delayed internal and external approvals. Jüsto’s Head of Finance and New Business, Andres Subia, quickly realized that the traditional paperwork workflows didn’t fit the Jüsto business model, and digitization was the only way to scale. 

The Solution

To reduce document turnaround times, better track leasing contracts with warehouse owners, and make the agreement and onboarding processes more straightforward and secure, Andres Subia turned to Signeasy, the easiest eSignature solution built for high-growth teams.

Meeting the demands of expansion 

Before using Signeasy, HR, finance, and warehouse operations teams at Jüsto relied heavily on paper-and-pen signatures for all contracts. This inhibited their rapid expansion plans and had them stuck in the loop of manual paperwork.

Now, with Signeasy, teams can initiate proposals and send contracts directly to the customer for signature, automatically receive it back and share it with the stakeholders or partners for a much faster and more convenient experience.

Delighted to do away with the complex “signing on the dotted line” process, the finance team uses Signeasy to quickly sign off on budget approvals and the Supply Chain Management team signs and reviews new warehouse lease contracts in near-real-time without errors. 

The expansion team uses Signeasy’s intuitive web app to sign contracts with local suppliers and purchase new vehicles so that they can keep up with the demands of huge volumes of customer orders. 

Signeasy simplifies new-hire paperwork

Right from the start, Jüsto recognized how crucial it’s for a business to provide a digital hiring experience to secure top talent and facilitate the onboarding process. Instead of the print, sign, scan, and fax/courier workflow — everything is now done online with Signeasy! 

The HR department offers a smoother signing experience by rolling out offer letters, NDAs, and other important documents directly from Signeasy. With standout features such as reusable templates, instant status visibility, and the ability to sign anywhere, anytime, on any device, the HR team is able to seamlessly hire new drivers and warehouse employees without breaking a sweat. 

By automating the HR workflows, they cut down a great deal of time spent on performance reviews. Signeasy has drastically reduced the number of days it took from signing the performance evaluation form by the employees to the final approval by the manager. No more extending the deadlines for review submissions over and over again!

As Jüsto grows and looks ahead, the management is considering adopting eSignatures for supply chain operations to build a robust and highly efficient supply chain and hyper-local logistics operation. 

Summary

Ruwacon is a leading construction company in South Africa made up of different divisions: construction, infrastructure, plant, scaffolding, housing, and a specialized division that builds clinics in rural Lesotho. COVID-19 created a need for the company to evolve their approach to internal document workflows into a streamlined, digital solution. One of the management team’s main goals was to choose an eSignature software that would be easy to implement and easy for the staff to use.

Story

Founded in 1999 by Pieter Ruthven, Ruwacon started as a small business that mainly worked on traditional repair and maintenance projects. Soon, it grew into a multidisciplinary company that deals with large general building projects including military and police barracks, criminal forensic laboratories, airport renovations, and so on.

With rapid expansion to over 50 active sites in South Africa, Ruwacon has run into a few growing pains when it comes to their document administration – namely mobility, legal recognition, security, and accessibility.

Challenges

The finance department at Ruwacon deals with extensive review and approval processes for internal documents. With stakeholders spread across the country, it was difficult to collect signatures for important documents without a centralized hub to get things done. COVID-19 only made things worse by putting a strain on people’s ability to travel from place to place.

Approvals were moving at a snail’s pace, which is a particularly large issue for finance departments: delays like these can lead to issues with invoicing, cash flow, and payment processing.

All told, this speed bump in their approval process was starting to affect their team’s efficiency.

Solution

Hansie Rheeder, the Financial Director at Ruwacon, was the catalyst who brought Signeasy to Ruwacon. He had already been using the Signeasy iOS app for some time in order to handle his personal document needs. So, when the management team decided it needed a quick and easy solution to fast-track approval processes, he immediately recommended Signeasy as the best choice for the business.

After vetting the software and finding that it checked every box, Ruwacon was ready to revolutionize their business with eSignatures. Specifically, our highly competitive, transparent and affordable pricing and mobile-friendly interface sealed the deal. Now, the senior management team sends contracts, building project documents, and authorization letters to stakeholders with Signeasy, and receives all the necessary approvals in minutes.

The team is delighted to see quick results with Signeasy.

Summary

Icelandair, the iconic European airline soars high among players in the travel and hospitality industry. Being a multi-billion dollar company with stakeholders and employees across the globe meant a diverse set of important documents and contracts signed on a regular basis. When they realized that Signet, an Icelandic digital signature system, was too complicated to get signatures from people who didn’t live and work in Iceland or didn’t have access to an Icelandic electronic ID, they turned to Signeasy.

Story

Founded in 1937, Icelandair is the flag carrier airline of Iceland and its brand  stands for simplicity, reliability and passion.  This translates to their important network of operating 600+ safe and reliable flights to 40 destinations on both sides of the Atlantic.

Icelandair is loved for its excellent customer support and innovative value proposition of promoting Iceland as a layover destination for flights between Europe and North America.

Challenges

Addressing national restrictions

Before Icelandair signed up with Signeasy, they were using an Icelandic digital signature system called Signet to collect signatures. Each time a signature request was made, they had to open the notification and approve the request. The users were required to have an email address and phone number, Icelandic registry number (kennitala), and valid digital certificates. 

For a multinational firm like Icelandair, this process had started to become a regular inconvenience especially because they had many of their C-suite staff,  board of directors, and partners spread across the world. 

Without these Icelandic digital certificates, it was exceedingly difficult to add new people to the system, which meant that many of the staff working outside of Iceland were unable to sign and send documents out for signature.

The search for a world-class solution  

Icelandair needed to replace Signet with an eSignature product that is easy-to-use, reliable, and adheres to all the security and compliance requirements of the EU. The finance, accounts, and the procurements teams needed a solution that was flexible, offered excellent customer support and allowed them to send unlimited documents for signing.  

“It was really frustrating when so many systems we looked at started charging extra to sign more documents,” said Birgitta Bender, Internal Solutions Manager (IT Department).

Icelandair looked at this new eSignature solution as a way to transition into a modern workflow, given the airline’s worldwide growth, and the opportunity to enhance employee and partner experience significantly. And so they set out on a mission to streamline processes, and to cut time spent on collecting signatures.

As the IT and procurement team at Icelandair scoured the market for a solution, they found plenty of potential platforms, but they came with very poor customer reviews. This was a business-critical solution that involved multiple workflows internally and externally, so the team was particular on choosing an eSignature platform that put customer centricity and support above all else. 

Solution

A modern eSignature workflow for an iconic brand 

A simple Google search led Birgitta Bender to Signeasy. With a reputation for excellent support and onboarding, Signeasy was the obvious choice for Icelandair. 

“When we looked up Signeasy, we were delighted to see a lot of great customer reviews on many software review sites. We instantly knew who would be our perfect match.”

Signeasy’s intuitive user experience significantly sped up Icelandair’s onboarding process, and the teams find it delightfully easy for a number of different use cases.

• Vendor agreements
• Service agreements
• Staff contracts
• Financial reports
• Supplier contracts

Their financial operations team uses Signeasy to collect signatures from auditors, get financial statements signed by the board of directors, and for critical partnership contracts with hotels brands  and service providers. The procurement team uses it for various Services Agreements, Crew Transportation Agreement Contracts, etc. The IT department uses Signeasy for signing vendor agreements and other documents in adherence to their cloud-based safety, quality, and risk management system—ASQS.

Signeasy helps Icelandair rapidly prepare documents, collect signatures, set approval flows, and also follow-up automatically, thus streamlining workflows, and making lives easier. C-suite executives living outside of Iceland use Signeasy to sign important documents within minutes any time, any place and from any device. 

In addition to ease of use, Birgitta Bender was further impressed at how much time the company has saved with electronic signatures.

Summary

Long before the pandemic, Freo identified a need for a contactless documentation solution to lighten the HR team’s workload. Then, when COVID-19 turned the world on its head, the company ultimately decided on Signeasy to seamlessly take their paperwork and onboarding online. 

About the company

MoneyTap, a Freo product, India’s first app-based credit line, is more than just a personal loan or credit card service: it’s a personal credit line that aims to make this service accessible to millions of Indians who have had trouble securing funds. Operating in more than 40 cities with over 10 million users, this personal lending platform aims to provide data-driven, affordable, and flexible app-based credit lines to many more middle-class Indians in the coming years.

Challenges

Before the pandemic, like countless companies around the world, Freo's MoneyTap was manually sending important documents like offer letters, onboarding paperwork, and legal/financial paperwork out for signature. 

However, as an organization with 300 employees and international operations, the team was wasting tons of time sending files, following up, printing copies, filing paperwork, and locating hard-copy documents for audits. 

To sign documents themselves, employees depended on pen-drive signatures (a digital ID stored on an external USB key). Converting each file to a PDF document, entering a PIN, manually sharing it with signers, and saving various versions of each document in local folders was a headache for the HR team.

Additionally, it was a struggle to get important documents signed by the entire board of directors. The same document had to be shared with 12 different people to collect 12 different signatures, which required ZIP folders and endless correspondences.

In light of these inefficiencies, Freo's MoneyTap needed a much more streamlined way to quickly approve documents, collect signatures from multiple stakeholders, and cut down on tedious admin. 

The solution

The CEO and head of HR agreed they needed an eSignature solution that was straightforward and simple to use for every team member – whether tech-savvy or otherwise. Since Signeasy routinely receives top marks for ease of use, our solution was a natural fit for their needs. 

After implementing eSignatures, the HR manager and her team reported that they were saving significant time on admin and other tedious routine tasks. Plus, thanks to the Signeasy document cloud, important files are only ever a click away – no more sifting through file folders and stacks of paper when an audit request comes through.

“Signeasy saves a lot of time. It’s easy and flexible for stakeholders both inside and outside the organization. Everything gets done flawlessly within 20 to 30 minutes.”

What’s being signed?

• Founder/CEO uses Signeasy to sign and share confidential documents with board members
• HR team collects eSignatures for offer letters and other onboarding documents
• HR and finance teams have the app downloaded on their devices to keep track of documents they’ve sent out for signature
• Compliance and legal teams are currently onboarding the solution and looking forward to securely simplifying their workflows
  
  

Traditionally, onboarding can be divided into 4 phases. There is the initial development, ongoing process and training, retention and then finally comes separation. But what happens to these dynamics between an employee and their employer when all of this is remote?
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As any HR professional will tell you, paperwork never goes away. Whether it is remote onboarding or exit, we can make sure you have all the tools that you will need to make sure the communication and contracts are just as smooth, even remote. Check what we recommend and what our partners and integrations have to offer to make your onboarding experience easier.

Learn how one of our partners, KhataBook, an online business app that helps manage ledgers, turns to Signeasy to onboard new hires quickly!

Summary

When COVID-19 forced KhataBook's entire team into a remote work setup, their paper-based document processes were no longer going to cut it. They needed a digital solution – and fast.
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The Company

KhataBook builds utility solutions for India's thriving SMB sector. Their first product, an Android App that enables local businesses to record the credit they extend to customers using a digital ledger, went viral. The app has since been downloaded more than 10 million times. With an impressive suite of angel investors behind them and an unstoppable growth record, KhataBook found themselves outgrowing wet ink signatures and looking for a better solution.
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The Challenge

Like countless other businesses across the globe, KhataBook's digital transformation was catalyzed by COVID-19. The company had always relied on paper-based processes to onboard all of their new hires, and the same was true for any employee-related paperwork. If a contract needed to be signed, it was printed, marked with wet ink, and physically filed away. 

When the swift transition to remote work rendered that system unusable, KhataBook seized the opportunity to pivot to a digital solution. And while that decision may have been brought on by extenuating circumstances, it's one that will change their paperwork workflows forever.
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The Solution

KhataBook is currently using Signeasy to automate their internal HR paperwork processes – namely collecting signatures for employee agreements, new hire contracts, and provident funds.

One of their most-used features is our "template links," which is particularly handy for users who need a large number of people to sign the same type of document. For example, if you need hundreds of employees to sign a consent form, or if you're onboarding a cohort of a dozen new interns.

Instead of uploading a document to Signeasy and entering each signer's email address, KhataBook's HR team simply creates a document template, then shares the template link with everyone who needs to sign a copy. The link can be sent via email, messenger, even WhatsApp – whatever is best! 

As a company that often handles documents that are dozens or even hundreds of pages long, KhataBook is also a frequent "fields" user. Fields indicate where signers need to provide information, which helps reduce errors, omissions, and unnecessary back-and-forth.

‍Summary

When Epicenter Consulting wanted to take the friction out of their contract signing process, they turned to eSignatures. As a technology business that was working remotely long before COVID-19 changed the way we collaborate, taking their paperwork online – both internally and externally – was the missing piece of the puzzle.  

The Story

Epicenter Consulting is a web application design and development business based out of the United States. Founded in 2008, they first opened up shop in New York City, then dropped a second pin on the map in Houston, Texas.

From UX and UI design to enterprise apps and eCommerce websites, their small and mighty team is a force to be reckoned with. They've created sophisticated user-focused apps for clients like InVision, Guitar World, and HokuBook.
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Challenges

‍Digitizing workflows
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Epicenter is one of the forward-thinking organizations that was working remotely long before COVID-19. As a web dev company with a lean staff and a number of independent contractors, this model has always made lots of sense for them. However, their signature processes weren’t so remote work-friendly: before adopting eSignatures, Director of Finance Alex Juarez said he was sending contracts out for signature via email.

Going paperless
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The signer on the other side would have to download, print, sign, then scan the document and email it back. As a business in the tech space, Epicenter felt it was time to leave manual paperwork behind and embrace a fully digitized solution that meshed with the rest of their customer experience.

Streamlining processes
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Juarez initially found out about Signeasy after a colleague recommended it to him. Since then, he's been using eSignatures to turn around client contracts, sales agreements, employee agreements, independent contractor agreements, and NDAs. 

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The Solution

One of Epicenter’s most-used features is Signeasy's "templates" tool. They request signatures for a handful of frequently used documents, and the template tool makes it easy to grab paperwork with pre-loaded fields and immediately send them off.

Epicenter gained not only a powerful eSignature capability, but one that integrates with other frequently-used tools. As users of Google Workspace and Google Drive, Signeasy's native integrations with these products made Epicenter’s document management even easier.

When self-signing existing documents, Epicenter employees could do so without ever leaving the Google Drive interface. Similarly, the Gmail add-on allowed for them to sign directly from within an employee’s inbox. Signeasy’s recent addition of a Google Docs integration provides one more place where signers can apply or request signatures, right from within the document itself.

Integrating eSignatures with document creation, storage and transmission takes an additional step out of a previously cumbersome process. The result is improved collaboration and a significantly faster completion of paperwork.

Summary

Rappi is a mobile app that can get almost anything delivered to you at any time, or link you up with a courier who can complete small tasks. Given its presence in hundreds of different cities, it was becoming impossible for Rappi to manage the tidal wave of contracts coming across its desk every day – so the team turned to eSignatures to speed up the process.

The company

When it comes to convenience, the Rappi mobile app is a true Jack of all trades. It allows users to order groceries, food, and medication for on-demand delivery, as well as send cash to other users. Rappi also gives users access to couriers who can perform a number of handy tasks: they can withdraw money from an ATM and deliver it to your door, transport personal belongings (such as house keys, wallets, and purses), and even walk your dog!

The challenge

It ain’t easy being a successful business. Rappi operates in hundreds of cities across seven different countries, and onboards thousands of restaurant partners every single month. The company is as dispersed as they come, and their stature made it extremely difficult to manage the flow of onboarding documents from internal teams to external partners.

Before Signeasy, it could easily take days for restaurants to return their signed agreements to Rappi, which created a paperwork backlog and delayed the onboarding process. They needed a faster way to get partners up and running on the app, and eSignatures were the answer.

The solution

Rappi currently has over 250 users registered with Signeasy, from their Legal and Sales teams to the Partnerships team and account managers!

Time-saving templates

Instead of starting fresh with every new partner, Rappi can pull up their contract template to initiate a signature request. That way, all of the required fields and information will already be there – no need to do the work twice!

Lightning-fast turnarounds

While the onboarding process used to take days, Rappi has reduced contract turnaround times to minutes! Their process is totally seamless and streamlined, and their partner relationships have improved now that they’ve reduced friction and hassle.

Future-forward solutions

Signeasy lets Rappi liaise with partners near and far without ever having to meet face to face. While their dispersed team is no stranger to remote solutions, COVID-19 has allowed them to expand into new use cases, including using technology to increase customers’ access to local restaurants and businesses.

One solution, many applications

Not only does Rappi use Signeasy to send contracts to their delivery service partners, but they also use it to process high-profile contracts, NDAs, day-to-day paperwork, and partner paperwork for their RappiPay service!

Summary

Seemingly overnight, the Covina-Valley Unified School District had to take all of their in-person workflows online due to COVID-19. Previously they were constantly processing hard-copy paperwork, internally and externally. As soon as they shut their doors indefinitely, they began looking for an eSigning solution that would have them up and running in no time.

The company

The Covina-Valley Unified School District (CVUSD) is located in sunny Covina, California. For more than a century, CVUSD has served the communities of Covina, West Covina, Glendora, San Dimas, and Irwindale.

The challenge

When COVID-19 hit, the world shifted to remote work nearly overnight – and for school districts, the transition was especially abrupt. Matt Chiappone, Program Specialist of Technology at CVUSD, cited this rapid shift as the catalyst for their shift to eSignatures.

With their facilities closed indefinitely, the staff needed a way to get all of their regular documents signed from a distance. They still had a need to process all kinds of paperwork, and given the abruptness of their transition to digital, they were looking for a solution that required little to no training and could be implemented quickly.

CVUSD needed a solution that would get them off the ground fast, the challenge at the time was “everyone is remote tomorrow!” – so there wasn’t a single moment to waste onboarding a complicated platform. And anyone who knows Signeasy knows that we keep things simple and streamlined every step of the way.

The solution

CVUSD is using eSignatures to handle their internal paperwork paperwork across multiple departments. Now, they can quickly and easily sign vendor contracts, board meeting documentation, vacation requests, sick requests, and more.

The payroll department, for example, is using Signeasy to get signatures on attendance tracking documents along with benefits, time-off, overtime, and tax deduction (W-4) documents, while the secretary to the principal is using Signeasy’s template link feature to allow students to register for events online. In fact, CVUSD has all but eliminated hard copy paperwork thanks to Signeasy!

Since some of their documents require signatures from more than 10 different people, consistency and accuracy is key for CVUSD. When it comes to collaborating with people outside their organization, guest signers like that they can sign documents on their computer or on mobile without having to create a Signeasy account.

Next, they’ve got their sights set on looping parents into the eSigning workflow: now that classes are slated to be held online for at least the fall semester, Chiappone is hoping to provide parents with the same intuitive system that his internal departments are using every day. CVUSD has already started with the requirement for departments to send IEP (Individualized Education Program) documents to parents for signatures.

Summary

NeuroPath has always relied on email, printers, and scanners to complete the onboarding process for incoming employees. After leaving new hires on spending countless hours figuring out their own signing approach, they knew it was time for change. As an existing Freshteam user, here’s how they leveraged Signeasy's Freshteam Integration to speed up the hiring process and polish their first impression on potential candidates.

The company

Neuropath Behavioral Healthcare is a private clinic that provides comprehensive support services for individuals with special needs. It is headquartered in Cherry Hill, New Jersey.

The challenge

We spoke with Sharlene, a team leader at NeuroPath, to understand how they leveraged Signeasy for Freshteam to speed up the onboarding process and reduce workflow redundancies.

For those who don’t know, Freshteam is an online platform under the Freshworks umbrella that is designed to help companies manage their hiring, onboarding, time-off, employee data, and HR workflows under one roof. It also offers users a suite of helpful integrations with complementary platforms.

Before they began using Freshteam’s Signeasy integration, NeuroPath was emailing documents to new hires in order to collect their signatures. This process took quite a bit of time to complete and created a significant amount of work for the new joinees, since they had to figure out how to sign the documents on their own.

In the absence of a turnkey solution, signers typically had to print, sign, and scan their onboarding paperwork, then email the packet back to Neuropath. Eventually, the company realized it was time to take the burden off of the new hires to find their own way, and to automate internal tasks like exporting Word files to PDF. They started looking into eSignature solutions, and quickly landed on Signeasy for Freshteam.

The solution

At the time of this writing, it’s been just a few weeks since the team started using our solution, but they are already starting to see outstanding results!

Faster onboarding

NeuroPath uses Signeasy to quickly access templates for frequently used documents. That way, they can send offer letters faster than ever, and with very little manual input (the candidate’s name even pre-populates!). Once a candidate eSigns the offer, they are automatically routed into the “new hire” queue.

Better turnaround time

Thanks to the ‘Document Fields’ feature, NeuroPath is receiving fewer inaccurate or partially completed forms. Fields allow them to indicate specifically where the signer needs to enter information, and the document can only be finalized when all of the fields have been filled out. Ensuring documents are completed properly from the get-go means faster turnarounds and less time spent on admin!

Boosted productivity

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These days, the NeuroPath team spends less time updating, saving, exporting, and sending documents out for signature. With Signeasy, they have boosted their productivity by 60% by automating their processes and reducing the need for repetitive tasks.

Simple setup

Signeasy prides itself on being a simple, intuitive, easy-to-use platform – and our partner integrations are no exception. In just a couple of minutes, NeuroPath was able to get up and running with the Freshteam Integration. There was a small learning curve at the very beginning, but they were able to conquer it in no time.

Freshteam is not the only solution/product that our partner Freshworks has in it’s suite. Just like Signeasy, Freshworks prides itself for easy to use products packed with features and functionality. Check out some of the other product offerings Freshworks has.

The company

AngelList is a website that connects startups with angel investors and job-seekers. Created in 2010, the platform’s mission is to democratize the investment process and help startups overcome challenges related to fundraising and acquiring top talent. While it started as an online introduction board for tech startups that needed seed funding, the site incorporated the ability for startups to raise money from angel investors free of charge in 2015.

Background

Sumukh Sridhara is the Head of Product & Engineering for AngelList India. Recently, he identified an opportunity to build a cap table management product for Indian startups – a product that is now known as EquityList. Sridhara is the CEO of EquityList.

Indian startups use EquityList for cap table management, equity grants (ESOP and SAR), ESOP document generation, equity grant letter generation, equity grant eSigning, and employee/shareholder portals.

The challenge

EquityList wanted to offer founders an online workflow for issuing equity grants to early employees, in which the process would be completed when the employee eSigned the grant letter. Instead of developing a solution in-house (which requires significant time, money, and labour) Sridhara wanted to integrate an existing eSignature platform into EquityList for embedded signing.

As a member of AngelList India, he was specifically looking for a solution that could offer Aadhar-based eSignatures. Aadhar is a unique 12-digit identification number issued by the Unique Identification Authority of India – think of it as another type of social security number. Finally, since EquityList is a new product and must therefore make the most of its limited financial resources, Sridhara also needed a solution that was budget-friendly.

The solution

EquityList ultimately chose to go with Signeasy thanks to our Aadhar compatibility, our powerful yet easy-to-use API, our competitive pricing, and the responsiveness of our support team. Here’s how Sridhara and his team got their embedded eSigning feature off the ground.

EquityList kicked off its subscription to our API-based service at our standard price. In the weeks that followed, Sridhara expanded the scope of his partnership with Signeasy to take advantage of our high-volume pricing.

Although we give our API users the option to upload their own logo and use our eSignature solution as a whitelabel service, EquityList actually prefers to display the Signeasy logo on their embedded signing pages! In doing so, they’ve demonstrated their trust in our brand and their willingness to proudly share our name with highly respected AngelList startups.

Summary

The San Diego Eye Bank (SDEB) has been bringing the “Gift of Sight" to individuals around the world and they did not want to stop when the world came to a standstill during the health-crisis. For their documentation-heavy operations, SDEB was looking for a solution that will help them manage all their paperwork remotely. Here’s how Signeasy helped SDEB keep delivering on their mission, by managing their documents online in a safe and effortless way.

The company

The San Diego Eye Bank (SDEB) helps to facilitate the last wish of organ donors by providing corneas for transplant to patients in need.

For more than 60 years, SDEB has brought the “Gift of Sight" to individuals around the world. Since 1959, they have helped preserve and restore sight to more than 100,000 people worldwide.

The challenge

Dhore Anunciado, Executive Director of SDEB, has been using eSignatures since his team began working from home in the wake of COVID-19. He shared all of the ways in which Signeasy was the perfect fit for their situation.

"Before Signeasy, everything was done manually," he said. “There seemed to be an endless amount of paperwork needing my signature, as the nature of what we do requires a lot of documentation.” For Anunciado, this could be anything from legal documents to lab approvals, budgets, and SOPs.

As the pandemic took hold, SDEB needed to act fast as most of their staff had previously been in-office. While Anunciado had used DocuSign in the past, he decided to look into eSignature solutions that integrated with Microsoft Teams.

The solution

After testing out a couple of different platforms, he settled on Signeasy for the same reason as so many users before him: “I tried a few [eSignature providers], but Signeasy was simply the easiest one to use.”

Here are the features and benefits of Signeasy that have made Anunciado and his team happy customers.

Industry-leading customer care

Getting set up with a brand-new software can raise a few questions along the way. For Anunciado, one of Signeasy's standout features had nothing to do with the interface itself, but with the people behind the product. Out of all the eSignature platforms he considered, Signeasy had the most responsive team by a long shot.

Premier partner integrations

The San Diego Eye Bank has a multitude of projects on Microsoft Teams, each one listed on a shared planner. Whenever a document needs to get signed, it is simply attached to the project card and signed using the Teams extension.

"What Signeasy has done is allow us to work remotely without having to go into the office to sign a simple document. More importantly, it allows us to share these documents within a system that we already have in place,” said Anunciado.

Significant time savings

Now that COVID-19 has relegated most of the SDEB staff to work remotely, Anunciado no longer needs to commute to the office to sign every single document. With Signeasy, "Our employees don't have to wait for me to physically sign a document in order to proceed. In addition, I can get signatures from our Board members expeditiously."

Summary

As the entire world transitioned to remote work seemingly overnight, Chupik Counseling wasted no time adopting telemedicine. Having mainly focused on in-person therapy up until that point, they needed a way to onboard new patients – and get the necessary consent forms signed by existing patients – ASAP. Here's how Signeasy helped them flawlessly adopt telemedicine at a time when their business depended on it.

The company

For nearly three decades, Chupik Counseling has provided mental health services for patients in central Texas. Their bread and butter is therapy and counseling, but they also offer psychological evaluations, medication management, and more. They currently have five brick and mortar locations, and quickly expanded into telehealth in the first few months of 2020 due to the global health crisis.

The challenge

Jeffrey Chupik, the President and CEO of his namesake counseling practice, was a big believer in face-to-face therapy as the best possible mental health approach. Then, the entire world changed.

As was the case with most businesses at the time, these changes happened very quickly. It didn't take long for staff to realize that they had no proper system in place to obtain patient consent for their telehealth services: they needed a solution to onboard new patients (and bring their existing ones online) that didn’t rely on face-to-face interaction.

Previously, they would send each new patient a welcome email with consent forms attached as PDFs. They would be asked to print and sign the documents, then turn them in during their first appointment. If the client showed up without the documents, the therapist would provide copies. With their clinics closed for business, though, this process was no longer an option.

Chupik began searching for a simple document signing platform that could help them complete their transition to online therapy – and Signeasy was exactly what the doctor ordered.

The solution

Chupik's first stop was DocuSign, since he had heard of the platform before. However, their solution was weighed down by a number of features he didn't need, and their pricing wasn't to his liking. Here's what made Signeasy the perfect fit!

An end-to-end eSignature ecosystem

Each patient welcome email now includes links to Signeasy templates or envelopes (for document bundles) instead of individual PDFs. As soon as patients sign their forms, their therapist automatically receives a digital copy that can be filed away immediately.

The same goes for existing patients who need to sign new consent forms with telemedicine-related HIPAA terms.

Time-saving templates

Chupik said it couldn't have been easier for him to create templates for commonly-used documents, then share them with the admin staff. Now, these templates are a part of every onboarding process.

Lightning-fast adoption

In a single phone call, Chupik was able to get his staff started with Signeasy: no complicated setup, no head-scratching, just quick and convenient eSigning.

Summary

When the global health crisis began, K Real Estate decided it was finally time to make the switch to eSignatures: they had been using wet ink to process documents like appraisals, agency agreements, and contracts using for years and years. Here’s how Signeasy helped them achieve their paperless dreams and provide smoother transactional experiences for their clients.

The company

K Real Estate is a residential property group that operates out of Motueka, New Zealand. Their approach is made unique by a strong emphasis on individualized attention: they've done away with fussy open houses, focusing solely on private showings to build stronger bonds with potential buyers and match them up with their dream homes even faster.

The challenge

Working as a real estate broker comes with its fair share of paperwork, much of which is legally binding. According to Roar Kristoffersen, K Real Estate's co-director, the company's reliance on hard-copy documentation was weighing it down.

Before Signeasy, most document exchanges and signature requests were being conducted via email. In general, the client would need to print off whatever they needed to sign, sign it, scan it, and send it back. This would often be a clunky process.

"People haven’t got ink, their scanner doesn't work … you end up receiving an iPhone photo of a legally binding document to buy a million dollar house!” said Roar.

Going paperless had always been in the back of his mind, and the COVID-19 crisis was what finally pushed him over the edge into research mode. “We had 4 to 5 weeks where our business was not operating," he said, "So I sat down and took pretty much every process we had and made it paperless.”

The solution

After researching a number of eSignature software options – including FlexiSign, New Zealand's eSigning platform for real estate agents – He found them to be overly complex. Then, he found Signeasy.

We're built for mobile

K Real Estate processes the vast majority of their documents (about 70%) on an iPad or smartphone. Since Signeasy was built to provide a stellar mobile experience, it was the obvious choice for a company that does most of their business on the go.

We streamline the signing process

"In the past, we would send a long email with a huge explanation about where to sign and what to do," said Roar. "Now, it’s just, 'let’s use sign easy because it’s 100 times faster and it’s precise.'"

We provide legally binding eSignatures

With Signeasy, you receive an audit trail attached to every document that’s been signed. According to K Real Estate, this legal proof makes all the difference in terms of compliance and peace of mind.

We are 100% paperless

Our software helped K Real Estate and the team fulfill their paperless dreams by taking the majority of their signature requests and in-person signing online. Since then, K Real Estate has also done away with other paper assets, like hard copy brochures handed out during showings!

The Company

H&S Travels and Tours was founded in 2004 by seasoned travel professionals. From their humble beginnings in Jersey City, they now work with over 200 airlines across the globe, helping customers find affordable plane tickets without the hassle and confusion. They also boast an international footprint, with offices in the United States, Canada, South Africa, and India.

The Challenge

Abbas Alley, a digital marketing specialist who works out of H&S Travels’ Hyderabad, India location, gave us a snapshot of how the company used to handle their paperwork. Prior to discovering our software, they were signing contracts via email. The process required a fair bit of input from their customers.

Instead of tracking hundreds of individual contracts floating around email inboxes, H&S Travels decided it was time to implement a single hub for all of their document signing needs.

It’s important to note that Signeasy was not the first eSignature solution H&S tried out – they also used Docusign for a period of time, but eventually decided to look elsewhere. Alley told us that Signeasy was more cost-effective and provided better customer service (you can always talk to a human!), and he appreciated the fact that we do not limit the number of envelopes users can send off (Docusign caps users at 100).

"Before eSignatures, travelers had to print, scan, and email paperwork to us.", added Abbas.

The Solution

Before committing to Signeasy as their provider, Alley and the team were considering five other solutions. They wanted to shift away from per-document signing to reduce limitations, while prioritizing ease-of-use and legality. Our solution checked all of their boxes, so off they went.

Reduced turnaround times

So far, H&S has received great feedback from their customers – the signing process is easier than ever for them. Alley said the company routinely gets signed contracts returned to them in as little as 5 to 10 minutes.

Simple progress tracking

The H&S Signeasy dashboard gives them insight into who has signed their forms and who has yet to sign. All of the data is easy to understand and available in a single convenient place.

Time-saving templates

The company uses our Templates feature to load customer contracts instead of putting together a brand-new document each time. They can simply save their contract document to the software, make small tweaks for each new customer, then send it off.

The Company

Hotel 1926 is a paradisiacal hotel and spa complex on the Mediterranean island of Malta. It is managed by Roosendaal Hotels, a small hospitality group with three properties on the island, which in turn is overseen by Bortex Group Holdings. Following a significant renovation a few years ago, Hotel 1926 now has a unique focus on eco-friendliness and sustainability that is woven into their entire business model.

The Challenge

Ewelina Szynkarek, the Sales and Marketing Manager at Hotel 1926, has been working at the property for more than six years. She told us that they first became interested in eSignatures when the property underwent a major renovation in November 2017.

During its year-long closure, the entire hotel was remodelled with a focus on modernity and sustainability. Not only was it upgraded to include a spa, but it made major steps in an eco-friendly direction: no more paper brochures, no more hotel information print-outs, tablets in every room, and PIN entry for guest rooms instead of plastic key cards.

Before they chose to explore eSignatures, Szynkarek said Hotel 1926 was mostly signing their contractor agreements and corporate partnership agreements during in-person meetings. The hotel hires local contractors to help them manage two other properties located elsewhere on the island; asking them to come in was simply another bulky step that slowed down the process.

However, delays would often crop up when people wanted to review a contract more in-depth instead of signing on the spot. The hotel also processes a fair number of credit card authorization forms for guests, which was just one more document to keep track of and eventually file away.

Now that they were going paperless across the property by taking brochures and other assets online, it was only logical to do the same for internal paperwork.

The Solution

It was one of Szynkarek's colleagues who initially came across Signeasy via a simple online search – and it was a how-to video on our YouTube channel that sealed the deal.

Time-saving templates

Before Signeasy, Hotel 1926 used to manually change the name of the company each time they drew up a new contract or agreement, then spent time entering dates, names, and more. With templates, they are able to navigate through this step in a flash, since all their usual fields are saved in all the right places.

Streamlined signing workflows

Instead of having partners, contractors, and guests sign documents the moment they receive them, Szynkarek uses the “Request Signature” feature. That way, nobody has to feel rushed or pressured: their signature is requested over email, giving them as much time as they need to look over the document(s). Once they’re finished, they can sign and return it in just a few clicks.

Upgraded customer service

A little goes a long way: Szynkarek likes the fact that she can ask guests to sign their credit card authorization forms electronically. "it’s much easier to provide a digital signature than print the document, sign, and send a scanned copy to us," she explained. "Especially because not everyone has a printer at home.”

The Company

Walker Backflow and Fire Protection Services has been proudly serving the Birmingham, Alabama region for 16 years. This fire sprinkler company does it all, from inspections and testing to repairs and installations for both commercial and residential properties. Walker BFPS has been a Signeasy customer since 2013.

The Challenge

Travis Walker, who is the founder and president of his namesake small business, told us about the company's previous challenges with hard-copy paperwork.

Walker will typically visit multiple job sites per day, each one with its own work order to be signed, processed, and sent to the office for billing purposes. Before Signeasy, Walker would issue these work orders using triple-layer carbonless copy paper – the kind where you write on one sheet and it transfers the ink to the sheet(s) below.

When clients would sign the work orders on-site, Walker would leave them with one copy and keep the other two. Once he arrived back at the office, one copy would be placed in a file folder and one would go to the finance department. Finance would then scan or copy the work order, and mail a hard copy to the customer.

This process left lots of room for error given how many copies were floating around, not to mention the fact that it took a while for work orders to make it back to the office. It was time to make things simpler to manage for the Walker BFPS team.

The Solution

This small change – going from carbon paper to paperless – made a big difference for Walker BFPS. Here's how Signeasy simplified the work order process for Travis and his team.

Paperless in-person signing

All service staff are equipped with an iPhone while they're on the road. Every time they finish a job, they use the Signeasy app's in-person signing feature to digitally complete work orders on the spot. They also don't need to handle multiple physical copies anymore!

Faster billing

Before Signeasy, Walker said he would come back to the office at the end of every day and place his signed work orders in the finance team's box to be processed the following day. Now, once a work order is signed in person on the job site, staff can send it straight to the finance team for processing, allowing them to bill clients much faster.

Convenient templates

Since they tend to use a handful of documents over and over again, Walker BFPS has made great use of Signeasy's templates feature: not only can they can share preloaded templates with team members who are on the road, but they also don't need to waste time inputting fields each time they make a new copy. They can pop open the template on their iPhone, make any necessary edits, then complete the transaction in no time.

Airtight audit trail

Walker told us that his chosen eSignature software needed to be legally binding. Not only does Signeasy comply with all major global eSignature legislation, but we also provide a detailed audit trail for every document so companies can operate with complete peace of mind.

The Company

Camen Behavioural Services is an applied behaviour analysis company that serves families with disabled children. CBS creates a customized plan for each child to help them overcome problem behaviours, making it easier for them to integrate into community settings like school (and even the clinic itself).

The Challenge

We spoke with Kayleigh Guy, the Program Director at CBS, to understand how Signeasy has helped them up their game. For the last 4 years, her role has been to create behavior plans for each child, help supervise employees to make sure the plans are being implemented correctly, update programs as needed, and train parents so they can support their child's progress at home.

Every 6 months or so, Guy and her team have to turn out approximately 300 individual behavior plans, with 30 to 50 pages apiece. Before Signeasy, not only was the process of printing them out "wasting a lot of paper and ink," but it also required parents to come to the office to physically sign off on their child's plan.

To hear Guy tell it, the whole process was chaotic: parents would arrive flustered with their children on their arm and their cell phone ringing off the hook, making it hard to focus on such a lengthy (and important!) document.

CBS also had some compliance-related concerns about keeping tabs on all of their documentation. "We are audited for our paperwork, so we wanted to find an electronic streamlined way to be able to house all of these signatures," said Guy.

In short, the wet ink on-boarding process was highly inefficient, eco-unfriendly, and very time-consuming. It was time to go digital.

“We are audited for our paperwork, so we wanted to find an electronic streamlined way to be able to house all of these signatures.”

- Kayleigh Guy, Program Director at CBS

The Solution

Before making the final call, CBS looked at a number of competitors, but Signeasy's pricing and ease-of-use won them over. The ability to add multiple seats to a single account was also a big plus.

Hassle-free signing on all sides

"The site is very easy to use, which is nice!" said Guy. "Whenever it sends emails to the parents, or whoever we need to send it to, [...] it's easy for them to sign where we need them to. Then it sends us notifications, which we love."
For parents, Signeasy gives them the freedom to look over their child’s behavior plan whenever they have a quiet moment, instead of rushing through it at the CBS office. Once they’ve given it a thorough read, they can sign and send it back.

Cutting down on paper waste

Instead of printing out 30 to 50 sheets of paper 300 separate times, CBS can feel good about the paper they're saving with Signeasy. Parents still have the option to print a hard copy if they want, but on the CBS side of things, their stack of behavior plans can be organized and stored with ease, totally paper-free.

A wealth of integrations

Following our conversation, Guy said she was planning on using our Google Drive integration and Gsuite add-on to make things even simpler for document storing. CBS backs up their files in a few different locations, so something as simple as a single-click file transfer to Google Drive is a huge plus for them.

Time-saving templates

Since documents like their informed consent forms never change, creating a simple template means CBS can slash the amount of time they spend setting up documents within our software. Down to the document fields, once a template is stored, all they have to do is click and go.

Security where it counts

Since CBS provides health-related services, they need to keep an eye on compliance and security. Guy appreciated the fact that Signeasy offers a private, secure platform with a detailed audit trail for each document, so they can sign and send their behavior plans with confidence.

The Company

HasGeek was founded on two core principles: building tech communities and peer review of tech practices. In 2010, when the company first launched, universities and businesses simply could not keep engineers and tech practitioners up to date with quickly-emerging technologies. HasGeek stepped in as a way to inform, train, and educate tech “geeks” by learning from their peers. The peer review practice has helped hundreds of speakers get feedback on their ideas from reviewers and interrogate problem-solving approaches/impact of their work.

The Use Case

HasGeek has two divisions: HasGeek Learning, which is the platform hasgeek.com, and HasGeek Media, which runs its own events (and hosts on the platform hasgeek.com). For example, Rootconf is for infrastructure, JSFoo focuses on JavaScript, and The Fifth Elephant is for data and data science. That’s just about 150 speakers to keep track of in a given month, and just as many documents to process. The editorial team – which is in charge of sourcing and managing content – processes onboarding documents, contractor agreements, and release forms, all of which need to be signed by speakers. Meanwhile, the finance team crunches invoices and payment information for the events.

Before Signeasy, HasGeek Media used PDFs and paper vouchers to collect signatures from various parties. The speakers then had to print, sign, then take a photo or scan the document to send it back. “The entire workflow itself was very tiresome,” said Jayalakshmi, an account executive at HasGeek.

After accumulating boxes and boxes of paperwork (companies in India are legally required to keep documents on hand for 7 years for auditing purposes) and suffering through an inefficient signature workflow, HasGeek decided it was time to take their paperwork online. “Before Signeasy, everything was paper,” said Anand Venkatanarayanan, Chief Financial Officer at HasGeek. “Now, 99% is Signeasy.”

“Signeasy is the base of our operation. We just can’t live without it.”

- Anand Venkatanarayanan, Chief Financial Officer at HasGeek

The Solution

HasGeek researched a number of softwares before deciding on Signeasy. While other platforms either forced guests to create an account if they wanted to sign, didn’t provide audit trails, or only offered per-document pricing, ours was quite the opposite. It ultimately had the perfect blend of features that HasGeek wanted and needed. These days, “Signeasy is the base of our operation,”said Anand. “We just can’t live without it.”

Audit trail for compliance

Every month, an external auditor checks up on HasGeek to ensure compliance. Before Signeasy, the process was drawn out and messy, since everything was stored in boxes as physical paperwork. Thanks to our digital audit trail, they can quickly and easily prove that the documents in question have been signed by the recipient without having to store or produce physical proof.

Refreshingly transparent billing

It takes a lot of organizational firepower to keep track of every single document your company signs – so Anand wanted to stay away from per-document pricing. “That’s not easy, that’s hard on people,” he said. “You want to be able to use [the software] as much as possible.” Signeasy’s subscription pricing was therefore a perfect fit, especially when it comes to keeping track of expenses and facilitating scalability.

No guest signer account needed

Most companies try and provide a hassle-free experience for their collaborators, and HasGeek is no exception. They appreciated how signers are able to complete a document without needing to register for a Signeasy account, allowing them to offer a seamless process for external contributors.

The Company

Launched in mid-September 2019, Truepill is on a mission to streamline the prescription process for patients, doctors, and pharmacies alike. They've developed their own kind of telemedicine in the UK, which allows patients to get prescriptions approved online by real doctors using the power of eSignatures – all without a single fax machine. At the heart of their platform, Truepill needed an eSignature API that would be easy enough for time-crunched doctors to learn and use, and could automatically generate PDF documents on the fly. Here's how Signeasy ticked every box.

The Use Case

The world of doctor's visits is notoriously slow. By the time you find yourself filling your prescription, you've likely already run out of steam.

But there's a glimmer of hope in the UK thanks to one innovative company. Truepill is making the prescription-filling process a breeze by taking it online, and Signasy’s eSignature API is at the heart of it all.

The Truepill system is simple and effective: first, patients create an account to submit a basic prescription request. Then, a doctor pulls up all pending patient requests using the CRM. Based on the information provided in each file, the doctor can schedule a virtual “consultation” with a few basic questions before they approve the request. They can also approve it immediately if no further details are needed.

Finally, the doctor sends the prescription directly to the patient's account via the web application. Truepill generates a PDF on the fly with the patient details and prescription information, and using embedded signing, the medical professional signs off on the prescription directly.

Once the request is marked as approved, the patient can proceed to order the medication, pay online, and receive the delivery at home.

Without eSignatures, Truepill wouldn’t be able to offer patients a faster, easier way to fill their prescriptions online – so, what made Signeasy their software of choice?

“In brief: what is an eSignature API?

An API is raw open code – in this case, for the Signeasy software – that any developer can embed into their product. Instead of building their own eSignature tool, they can simply integrate our software’s existing capabilities to be used natively. For example, if a developer chose to integrate our API into an HR recruitment software, the process of signing an offer letter would be embedded into their own platform, and therefore “powered by Signeasy.”

The Solution

In the UK, you can’t simply order medication online like you’d order a toaster off of Amazon; the request needs to go through someone who has the authority to prescribe medication. Given that eSignatures meet all the same compliance requirements as wet ink in the UK, Truepill saw an opportunity to give patients a more streamlined prescription processing experience.
Here’s why Signeasy was just what the doctor ordered.

Signing within seconds

Prescriptions have always relied on fax machines to get around. Until now, that is. "Typically, doctors write physical prescriptions in pen and ink and they fax that through to the pharmacy,” said Shakil Ahmed, Managing Director at Truepill.. “That takes a lot of time for the doctors, and it’s not great for the pharmacy. Now, with Signeasy, it’s all electronic: it takes seconds to sign. It’s not cutting out any due diligence, but it’s reducing the time significantly."

Lightning-fast setup

It's not unusual for API integrations to take weeks or even a month or two, so when one of our junior developers had Truepill's eSignature capabilities ready to go in three short days, they were nothing short of impressed.

Exceptional responsiveness

When it came to interfacing with our customer service team, “it was all pretty seamless,” according to Ahmed. "Within 24 hours, we could get on a call and talk through any challenges. But to be honest, we didn’t have many challenges!"

Ease of use

Doctors are some of the most time-crunched professionals on earth, so Truepill knew they had to provide an eSignature workflow that was totally intuitive to learn. "It’s so easy for the doctors to use," said Ahmed. "it hardly required any training".

Competitive pricing

While Truepill looked at a handful of other solutions that offered a host of rich features, Signasy hit the simplicity sweet spot they were looking for at a price that made perfect sense. "The main thing that brought us to Signeasy was it was the most price competitive and it did what we needed to do!" said Ahmed. "[All we needed was] an API for eSignatures – yours ticked those boxes, and at the right price point."

The Company

As the #1 tanning bed supplier for professional salons worldwide, Ergoline has provided year-round sunshine to the masses for over 30 years. Owned by JK Group, a global specialist in developing and distributing wellness products, Ergoline's production facilities, logistics center, administration, and technical customer service team are all located in Windhagen, Germany. We spoke with Petra Stahl, the Head of Administration at this location, to learn more about how her team's workflows have evolved with Signeasy.

The Challenge

With 28 years at Ergoline under her belt, Petra Stahl is no stranger to the paperwork rodeo. Not only is she the head of administration and personal aide to the finance director, but she is also in charge of building operations and fleet management.

Before getting acquainted with Signeasy, Stahl's main paperwork woes were related to collecting signatures from the management team. Ergoline has three different locations in Germany, so the team is dispersed: the CEO is at one location, the director of finance is at another, and so on.

"If all managing directors needed to sign a document, someone would have to drive around and collect them manually," explained Stahl, resulting in a wild goose chase that took three to four days each time. The cherry on top of the cake was the fact that these directors are frequently on the road (or in the air), making an already cumbersome process even more so.

She was also dealing with a fairly large obstacle regarding signature validity since the bank would not accept scanned signatures as a wet ink equivalent. This roadblock required her to either use snail mail to send documents to the bank, or hand-deliver them herself – so Ergoline had to find a better way.

The Solution

Ergoline started off with 3 Signeasy users: Stahl, her CEO, and her boss. Shortly after implementing the software, they realized how helpful Signeasy could be for the entire management team, so they expanded to 15 seats. Signeasy is currently being used by managing directors, board members, personal assistants, the CEO, and the R&D department.

But the progress train didn't stop there: Ergoline is planning to expand its use of our software to other areas of the company next year! Here's why the company is so satisfied with its new eSignature-powered workflow.

Staying connected via mobile

Since their managers travel frequently, Ergoline needed a way to facilitate on-the-go document signing. Now, higher-ups can sign off on important paperwork from trains and even airplanes thanks to Signeasy's mobile app, significantly reducing turnaround times. “It’s the easiest way to get signatures done on time,” said Stahl.

Meeting stringent industry standards

Before Signeasy, Stahl had no way to deliver authenticated signatures to the bank: To work around these limitations, she had to either mail the necessary documents or physically deliver them to the bank, which required a significant amount of time and energy. Now, thanks to Signeasy’s downloadable audit trail, for some procedures (certain transactions still require handwritten signatures in Germany!) Stahl saves time by simply emailing the signed documents to the bank with the audit trail attached – all from the comfort of her desk!

Bridging external gaps

As the individual in charge of fleet management, it's up to Stahl to oversee the operations related to company cars (there are currently around 60 vehicles that belong to the fleet).

Signeasy's impact is twofold in this situation: not only can she get the green light for new leases by collecting her superiors' signatures digitally, but she can also send purchase orders to the dealership via email instead of driving over 300 miles (500km) to deliver them in-person.

Outstanding customer care

Stahl maintains an excellent relationship with Signeasy’s customer support team. “My boss and I, we are always happy, because if we have a question, it’s always answered within 1 day,” she said. “We are super happy with you and your support.”

The Company

Some say that breakfast is the most important meal of the day – and the Breakfast Club of Canada has spun that adage into a mission. This non-profit organization works to create and fund breakfast programs for children from lower-income families, providing access to nutritious food as fuel for academic success. BCC serves over 1,500 schools and 200,000 children, with a massive coast-to-coast reach that requires a huge volume of paperwork. Here's how Signeasy helps them start every day off on the right foot – kind of like a wholesome breakfast.

The Challenge

As the Programs Assistant at the Breakfast Club of Canada, Julianne Nyasulu does a huge amount of admin work: she sends contracts out to schools, collaborates with the procurement and accounts teams, processes each school’s application into their database, and communicates with schools regarding the progress of their applications. She also liaises with a number of remote coordinators located across Canada. For someone who works to fill other people's plates, she has a lot on her plate as well!

To implement their programs nationwide, BCC needs to send thousands of relationship agreements to schools across Canada. These contracts outline important details like BCC's guidelines and how much funding each school is slated to receive. Before Signeasy, these contracts were sent out via email to individual recipients – then, each one needed to print, sign, and send the documents back.

"The agreements were coming back at different times, and often coming in late," said Nyasulu. The later schools return their agreements, the later they receive their first payments, delaying program kickoffs and affecting how quickly underprivileged Canadian children can start enjoying a healthy breakfast.

"The process of putting in an email address, then attaching a document, then sending it, then downloading the document – it was just too many steps.”

To make a donation to Breakfast Club of Canada, please click here.

The Solution

Signeasy is helping BCC ramp up their efficiency and turn documents around significantly faster so they can get breakfast programs up and running more quickly and streamline their operations.

Get documents signed within minutes

As soon as the schools receive a contract via email, said Nyasulu, they are able to sign and send it back right away. “We were seeing return rates sometimes within minutes, other times within days. Either way, a higher return rate than we had in the past!”

Convenient bulk downloading

Signeasy's new bulk download feature is a perfect fit for BCC. Instead of manually downloading hundreds of signed document packets at a time, coordinators can save all completed contracts from Signeasy to their computer with a single click, digitally filing them away without breaking a sweat.

Fewer hands on deck

As BCC increased their efficiency, they ramped down the number of people required to manage the inflow and outflow of these agreements. Instead, coordinators are able to concentrate their efforts elsewhere, creating value for the organization and supporting its mission in an even more impactful way.

Email contacts at their fingertips

With so many individual points of contact in the mix, every second of time savings makes a difference. Signeasy makes importing contacts a breeze: all BCC has to do is type in the school or individual contact's name to populate their email address within Signeasy, instead of hunting down their information and copy-pasting it into the window.

Team-friendly features

Nyasulu loves the fact that she can add members to her team on Signeasy, making it easy to share documents with colleagues across the country and giving them the tools they need to manage relationships quickly and efficiently.

The Company

Kenwood Ltd in the UK is a part of the De'Longhi group, a brand that has been part of the average American's life since before indoor plumbing and telephones. Kenwood and De’Longhi have a rich history of innovation and quality spanning more than 150 years and today are an international powerhouse in the small domestic appliances market. De'Longhi Group, which acquired appliance giant Kenwood in 2001 and bought the rights to Braun household products in 2013 now has a presence in 33 countries worldwide.

The Challenge

As the Finance Controller at a Kenwood Ltd with annual revenues topping 380 Million Euros, Duncan Nicholls has a lot on his plate. Like most medium to large businesses, the financial heart of the organization is a group-developed mainframe computer system which maintains the supply chain and accounting activities. The system works well, but relies on manual authorization procedures and lacks some flexibility around the use of more modern concepts such as digital approvals. These traditional authorization procedures in accounts payable were not efficient regarding time and resources.

"Our historical system of supplier invoice approval involved physically sending invoices around the business for signatures," says Duncan. "It had become an administrative overhead just to keep track of all of the documents."

The old way of doing things also made it challenging to pay invoices on time, since the physical approval was quite time-consuming and required that all signers be present at the office. From start to finish, invoice approvals used to take the finance department anywhere from one day to two weeks to finalize depending on the nature of the invoice. Frustrated with this non-value adding administrative investment, Duncan decided it was time to speed up the process, so he began looking for a simple eSignature solution that could make use of the modern G Suite apps, while avoiding costly systems and infrastructure development. After trialing a competitor or two, he decided that Signeasy best met the finance department’s needs.

The Solution

By the end of Signeasy’s 14-day free trial, Duncan was convinced our software was the ideal fit for his bustling, paperwork-heavy department.

The Price is Right

DocuSign was the first digital approval platform that Kenwood Ltd decided to test out. While it performed well during the low-usage trial, (which convinced him that eSignatures were the right way to go), Duncan experienced some sticker shock when he looked into expanding the usage volume to fit his supplier invoice approval plan.

“The increase in volume of documents for approval made the costs prohibitive,” he said. After reviewing a few other invoice-specific approval systems that were too complicated and expensive, Signeasy’s fair and scalable pricing structure was a welcome relief.

Seamless Google integration

Nicholls was impressed, not only with Signeasy’s easy-to-use interface, but more importantly, with the software’s compatibility with Gmail and other G Suite apps. Being able to initiate an approval request easily through Gmail was huge for Kenwood as it immediately gave the approver limitless geographical and accessibility boundaries when approving invoices. No longer did they have to be in the office or at the end of a dedicated access into the business network. Furthermore, the Google integrations gave Kenwood access to more and more tools to provide bespoke automation and gain administrative efficiencies. “We found that Signeasy could be easily integrated with other Google apps in order to automate approved invoice storage locally,” said Duncan. “This was key in helping us create a local digital approved invoice database with very little administrative effort or infrastructure changes.”

Getting more done, faster

Converting to digital invoices helped the Kenwood Ltd’s finance department increase its supplier payment performance, simplify its day-to-day operations, and make costs more transparent and visible throughout the business. “Our success of our Signeasy invoice approval project has allowed us to progress other digital reporting initiatives and increase visibility and allowed better cost control within the business”.

Unparalleled customer support

Duncan also lauded Signeasy for its personalized – and personable! – client care. “We have really appreciated the time and effort that the Signeasy support team has devoted to us,” he said. “They've taken the time to understand how we are using the system and have been constantly improving and developing [it].”

The Company

ZenEquity is a hot-off-the-press digital platform that stepped onto the scene in March 2019. It works as a virtual “wallet” that companies can use to issue employee stock options (ESOPs) to their team, and a tool for employees to manage and track their portfolios. ZenEquity mainly works with middle-stage startups that have been around for a few years, with teams of 200 to 1,000 people.

The Challenge

ESOPs are an increasingly popular employee benefit plan in the startup world, but they require an incredible amount of organization to execute. As with most other financial transactions, ESOPs are underpinned by tons and tons of compliance paperwork – so ZenEquity’s Engineering Lead, Mayur Virendra, needed a cutting-edge method for handling the mountain of sensitive documentation that was going to be passed between companies and their employees via ZenEquity. Not only that, but it needed to be as efficient as possible to avoid stalling creating unnecessary roadblocks.

"The [ESOP] workflow involves a lot of legal documentation, document signing, and execution. A step [in the process] can only be completed once a certain document has been signed," he said. "Typically, it's a grant letter* that needs to be signed by the company, the user, or sometimes, by their spouse."

Since ZenEquity is a web-based solution, Virendra knew right off the bat that he needed to find a compatible eSignature solution. However, he didn’t want to take on the herculean task of coding something in-house, so he set off to find the ideal API integration.

In brief: what is an eSignature API?

An API is raw open code – in this case, for the Signeasy software – that any developer can embed into their product. Instead of building their own eSignature tool, they can simply integrate our software’s existing capabilities to be used natively. For example, if a developer chose to integrate our API into an HR recruitment software, the process of signing an offer letter would be embedded into their own platform, and therefore “powered by Signeasy.”

The Solution

The first impression

The Signeasy API turned out to be a perfect fit for ZenEquity in every way. Not only were our Bengalore-based advisors by their side every step of the way, but our thorough documentation and easy-as-pie integration process were huge selling points as well.

Embedded signing

“The embedded signing piece is the most helpful piece for us because we don’t want anything to be happening via mail,” said Virendra. “It’s all on our platform.” Using our API, ZenEquity turned their software into an A to Z hub for ESOP. Once a grant letter is complete, ZenEquity creates a PDF document and sends it to Signeasy, where a signature request is created. When employees receive their PDF grant letter via email, all they need to do is click an “accept” button that opens a pop-up window containing the signable document. Once they sign, the window closes, and the grant is accepted. The entire process happens within ZenEquity’s interface; it’s simply powered by Signeasy. “For the user, the experience is just clicking a button and signing it,” said Virendra. “That completes the flow for us.”

Local support

These days, it’s a rare treat to receive first hand training from a partner or supplier – but ZenEquity can count themselves among the lucky few. Virendra explained that he was able to actually visit our Bengaluru office (which isn’t far from their own) and learn all about the API integration process, which was especially useful given that his product was also brand-new. “We didn’t know much at the start, but when we met with Signeasy and talked about our use cases, we got a lot of solutions,” he said.

A turnkey solution

Virendra lauded Signeasy as a totally out-of-the-box solution that was incredibly easy to integrate. Whatever ZenEquity needed to get the job done, we already had it ready to go. “We didn’t require any custom development,” he said. “What was available with Signeasy was able to solve our problem, so we didn’t require anything special.” With no snags or roadblocks in sight, the entire API integration took just one month to complete.

Client-specific formatting

ZenEquity works with tons of companies, and each one has their own carefully thought-out branding and legal underpinnings. Using our API, they were able to store a different grant template for each client, with unique letterheads and legal content depending on their specific requirements.

The Company

On the western shore of Aruba in the happening capital city of Oranjestad, you’ll find La Cabana Beach Resort & Casino, dotted with palm trees and steps away from the glorious Caribbean Sea. Behind all of the cocktails, canapés, and cookouts, though, is a complex web of paperwork that keeps the resort running like a well-oiled machine. We spoke with an HR specialist at La Cabana to take a peek into how Signeasy is helping them streamline their operations.

The Challenge

La Cabana has been around for quite some time: in fact, the resort is about to blow out 30 candles, so it’s no stranger to the organizational expertise required to run a team of nearly 250 full-time employees (not to mention another 80 to 100 contractors). However, not even a decades-old company with tons of management experience is immune to the grind of handling large volumes of diverse paperwork, both internal and external, interdepartmental and localized.

A talent manager that handles training for La Cabana's HR department told us that the document runaround was simply becoming too much to handle. Whenever it was time to collect signatures for any number of essential documents – from training and recruitment to onboarding and termination paperwork – employees were falling victim to the typical slow-as-molasses process of printing forms and passing them around from person to person, with stalls and delays aplenty.

To tighten up their document workflow, they decided to switch to digital, with Signeasy as their chosen provider.

• With a wide range of tasks on their plate and hundreds of employees to keep track of, HR needed a quicker and more organized way of collecting signatures.
• The department needed a solution that would allow them to handle orientation, onboarding, attendance, and leadership documents (among others) in one place.

The Solution

La Cabana seamlessly transitioned from analog to digital, cutting out the middlemen (see: printers and scanners) to create their best-ever document workflow. These days, there are 10 employees on the resort’s HR team that rely on Signeasy to collect important signatures and keep paperwork organized. Here are some fast facts about how La Cabana HR uses Signeasy to get the job done!

They’re all about mobile

While HR employees use both the desktop and mobile versions of Signeasy, they rely more heavily on the app than the web platform. Our software is built to be exceptionally mobile-friendly, so we’re thrilled to hear that the app is coming in handy!

They’re moving much faster

In the past, HR needed to wait for a document to ping-pong its way around four or five different desks before they would receive a completed copy. Guda told us that HR is now able to collect what he calls “instant signatures,” which is quite the upgrade.

They’re big on internal comms

The resort does indeed liaise with external companies, especially when it comes to organizing training and leadership workshops, but they mostly use Signeasy for internal affairs. Progress begins at home!

They’re leveraging integration with existing tools

Guda's team relies on Microsoft Outlook so the Signeasy integration makes work seamless. They can work on a document straight out of their inbox, where they can request a signature from someone else or sign themselves with ease. They simply select the attachment, sign it and reply to the same email thread with the signed document attached.

They’re loving the automation

Guda pointed out how convenient it is that each document is automatically passed from person to person during the signing process, so signatures can be collected quickly and in a hassle-free manner. He also shouted out our document tracking feature, which delivers rolling updates about where everyone is at in the signing process.

The Company

Husch is a hot-off-the-press mobile application with a laser-focused mission: to help entrepreneurs and SMB owners protect their intellectual property by helping them generate simple, legally-binding NDA contracts. Husch aims to significantly reduce the amount of time people spend creating and looking over these types of agreements, providing a platform that can whip up an airtight NDA in just a few minutes.

The Challenge

Dealing with tedious processes and wasting precious time while creating his own NDAs was the push Ricky Lyman needed to found his mobile app, Husch. "Today’s entrepreneur spends too much time on paperwork and setup, and not enough time validating their ideas and envisioning the future, " he said. "I feel this pain every week as I have to manually create an NDA for each person I talk to about a confidential project. I should be able to quickly create an NDA, and send it off under 2 minutes."

Aside from speed, Lyman also identified the need for these agreements to be signed in a legally binding manner to offer users 360-degree security and protection: sacrificing legitimacy for time savings was absolutely not an option.

So, to achieve the security, legality, and efficiency trio, Husch needed to provide an eSignature platform that could deliver all three. Instead of reinventing the wheel and building a solution that could trigger signature requests for the NDA recipient, they began looking for existing solutions that could be integrated into the app.

In brief: what is an eSignature API?

An API is raw open code – in this case, for the Signeasy software – that any developer can embed into their product. Instead of building their own eSignature tool, they can simply integrate our software’s existing capabilities to be used natively. For example, if a developer chose to integrate our API into an HR recruitment software, the process of signing an offer letter would be embedded into their own platform, and therefore “powered by Signeasy.”

Why did Husch choose Signeasy’s API?

The first impression

After contacting over a dozen eSignature providers and conducting a number of demo calls with different companies, Lyman said Signeasy was the clear winner. With each conversation, he was able to gauge the provider's technical aptitudes, whether or not they would be easy to work with, and whether they would be able to live up to their marketing promises. Signeasy checked every box.

Flawless onboarding and support

"Working with the sales staff was the easiest part–maybe too easy!" said Lyman. "Our sales rep came from an engineering background, so he was able to answer the hard questions. I only work with partners that make me feel good about paying for the service." Husch was also very pleased with the service they received from Signeasy's Slack-based support team.

Scalable pricing

Companies should be rewarded for growing and evolving – not penalized. Husch was impressed with the fact that Signeasy's per-page fees decrease as volume increases, and that they'll never be charged for what they don't use.

Comprehensive documentation

The Husch team found our API documentation to be crystal-clear and easy to understand, making for a seamless integration process. Our flexible REST API is compatible with mobile and web-based platforms alike, making it a perfect fit for businesses of all kinds.

Integrated data with OAuth

Thanks to the API's OAuth (Open Authorization) and sandboxing capabilities, the company's clients can also use Signeasy via Husch's in-house platform. This way, Husch does not have to go through the hassle of maintaining their customers' documents and data separately, and each client can customize their experience with unique rules and automated workflows.

Instant updates via webhooks

Our API's webhooks integration delivers real-time updates directly to Husch's dashboard and immediately executes automated workflow triggers, streamlining their processes in a major way and slashing turnaround times for simple processes.

The Company

OnBlick is an American company that exists at the crossroads of immigration and HR. Their mission is to ensure HR compliance while immigration documents are being processed: one of the ways in which they accomplish this goal is to digitize and automate government forms so no stone is left unturned. Due to the elaborate and meticulous nature of processing this type of documentation, and given how many high-priority electronic signatures they collect on an ongoing basis, OnBlick needed to choose an API that was both simple and efficient.

The Challenge

With each document that passes through their system, OnBlick isn't just handling digital paper – they're handling people's futures, and there is therefore no time to waste. Their compliance software is required to collect eSignatures from relevant authorities to move the immigration process along, eliminating the herculean task of requesting manual signatures from those same departments. And instead of developing their own eSignature solution in-house, they decided to search for an API provider that could get the job done quickly, efficiently, and reliably.

In brief: what is an eSignature API?

An API is raw open code – in this case, for the Signeasy software – that any developer can embed into their product. Instead of building their own eSignature tool, they can simply integrate our software’s existing capabilities to be used natively. For example, if a developer chose to integrate our API into an HR recruitment software, the process of signing an offer letter would be embedded into their own platform, and therefore “powered by Signeasy.”

Why did OnBlick choose Signeasy’s API?

Industry-leading efficiency

In order to achieve its goal of maintaining HR compliance and processing immigration documents quickly, the company must prioritize efficiency above all. Signeasy’s focus on providing a simple and intuitive experience was a perfect fit for OnBlick, allowing employees and third parties to sign documents and request signatures using a platform they already knew and recognized. Users are also able to see their activity and archive their signed documents inside the company’s own app, making Signeasy a one-stop shop – and central hub – for organization.

No hidden fees

It's all too common for companies to give new users the runaround when it comes to the cost of using their API. OnBlick appreciated Signeasy's totally transparent pricing structure (complete with usage calculator to determine future costs), as well as its scalable pay-as-you-go model that includes webhooks, custom branding, zero setup fees, and per-user billing that gets more affordable with each new seat. Our API is able to grow along with your company, ensuring long-term viability and cost-effectiveness.

Hassle-free integration

The Signeasy API knows how to make a good first impression: OnBlick had a very smooth experience integrating it into their platform, having completed the entire process in just a couple of weeks. Our simple REST API works perfectly on any platform (both mobile and web-based), making it a truly seamless choice no matter your existing framework. In addition, Signeasy's clear, comprehensive documentation showed OnBlick's developers how to get the API integration off the ground with ease.

Superior onboarding and support

“Signeasy’s support team is one of the best we have worked with,” said Srikanth Boundugulapati, CTO at OnBlick. “They are easily approachable, and the speed of their responses to our calls and emails is exceptional. Their team is always ready with the best solutions. ”

Looping clients in

Thanks to the API's oAuth (Open Authorization) and sandboxing capabilities, the company's clients can also use Signeasy via OnBlick's in-house platform. This way, OnBlick does not have to go through the hassle of maintaining their customers' documents and data separately, and each client can customize their experience with unique rules and automated workflows.

Instant updates

Our API's webhooks integration delivers real-time updates directly to OnBlick's dashboard and immediately executes automated workflow triggers, streamlining their processes in a major way and slashing turnaround times for simple processes.

The Company

Are you too chicken to invest in a full-blown hen coop for your backyard? One down-home company understands exactly how you feel! Rent The Chicken is on a mission to bring the joy of producing fresh, ethical eggs to backyards everywhere, without having to commit to a permanent setup. This company operates on a rental basis: they deliver fully-loaded startup packs (which includes food, supplies, a coop, and of course, chickens) to customers across the United States and Canada, to be kept for a period of 5 to 6 months. During that time, renters can enjoy the freshest eggs of their lives every single day, then send the chickens and supplies back to Rent The Chicken at the end of the season.

The Challenge

Rent The Chicken has a lot of ground to cover, and it's a delivery-based service. To get the job done, the company relies on a number of remote affiliates that operate across the United States and Canada. At the time of delivery, Rent The Chicken arrives at the renter’s house with their hens, feed, care instructions, and other important supplies. To complete the transaction, the renter must sign multiple documents at this time, including a credit card authorization form and a legal agreement. They must also make a payment.

Rent The Chicken can expect to handle about 2,000 sheets of paper just in the Pittsburgh area alone according to Homestead Phil, who co-owns the company with Homestead Jenn. Having to keep track of all those documents on-the-go is a huge organizational challenge for Phil and the team, since Jenn must file the hard copies once they get back to the office.

Until then, they are essentially loose papers inside of the delivery vehicle. “Sometimes, we would leave the customer site and some papers wouldn’t get properly filed,” he said. “We just can’t have that.”

• Rent The Chicken delivery people would misplace physical paperwork during their delivery routes due to organization challenges with their bundles of loose paperwork on the road.
• With deliveries across Canada and the United States, the company needed a mobile solution that allows for in-person signing.

The Solution

In 2015, on the cusp of a huge wave of growth, Rent The Chicken found Signeasy and never looked back. Now that they’ve made the switch from traditional pen and paper to a mobile e-signature software, the company has completely eliminated the need to keep track of almost a dozen pieces of paper per client while they’re on the road. No more improperly filed legal agreements, no more wasted paperwork processing time.

Getting organized – and staying organized

When there are loose papers being stored inside a moving vehicle, it’s only a matter of time before something gets lost. With Signeasy, Rent The Chicken was able to get organized by creating a centralized, digital and cloud-based hub where all of their agreements could live. Now, when a delivery person arrives onsite, each party now signs the document in-person on an iPad. Then, the client is immediately sent a copy of the freshly-inked digital agreement.

Streamlining on-site service

Since Rent The Chicken collects all the signatures they need upon arrival at the renter’s house, they only have one shot to complete their paperwork quickly, efficiently, and in an organized manner. Signeasy makes this process a breeze thanks to its handy in-person signing feature, which allows all parties to sign the necessary documents on the spot. Being able to instantly complete the credit card authorization form is a particularly important benefit for Rent The Chicken, as it allows them to process the renter’s payment faster than ever before.

Saving time when it matters most

Phil and Jenn, who proudly co-own Rent The Chicken, have a ton of work on their plates. They take all incoming phone calls, manage the company’s social media, handle emails and follow-ups … their to-do list is never-ending. So, as you can imagine, Signeasy has been an indispensable time-saving tool for this busy duo. At the office, Jenn no longer needs to go through the process of printing, stapling, filing, scanning, and saving each agreement since everything is saved within Signeasy and filed digitally. On the road, Phil has slashed his delivery transaction times from 15 minutes to 5! To find more about their services, you can visit Rent The Chicken.

The Company

SVA NYC – that's the School of Visual Arts in New York City – is a specialized arts college that offers a wide range of undergraduate and graduate programs. As a visual arts institution, students can major in creative disciplines like illustration, interior design, art therapy, and branding. With so many programs and levels under one roof, SVA needs to run a tight ship when it comes to organization and inter-departmental communication. Read on to find out why Signeasy is a natural fit for their IT department’s needs.

The Challenge

It takes a lot to make sure that an entire school runs smoothly – just ask Brian Nakahara, SVA's IT director. He is a member of the centralized IT group that supports all of the school's mission-critical infrastructure, including services, systems, platforms, software applications, and networks.

Brian and his team need to make sure that all of these processes are humming along smoothly, and that they can provide each department with the support and reliability they need. Seamlessness and harmony is the name of the game. It's only logical, then, that when SVA was looking to digitize their signatures, they wanted to prioritize ease-of-use and a capacity for integration with the school's existing tools – specifically, Google Workspace.

The IT department wanted their eSignature solution to have a user-friendly interface for desktop and web, and the ability to upload and sign documents within Gmail itself. “We’re on Google Workspace, like many other universities and businesses,” he said. “We had been using other apps, but we were noticing that certain authentication's would not be completed seamlessly. Other programs didn't smoothly take you out of Gmail to the signature screen, then drop you back into the same email thread."

They also needed a solution that could facilitate fluid document exchange both internally and externally. Most of SVA's signing needs are executive staff having to approve invoices, travel expenses, and HR documentation, but documents such as invoices are often routed through individuals outside the organization as well. This kind of high-level coordination calls for an intuitive, easy-to-use software that can be picked up in a flash.

• SVA’s existing Google Workspace ecosystem required an e-signature software that could integrate smoothly with Gmail, G Drive, and others.
• Frequent inter-departmental communication called for a solution that could easily coordinate the signing process.

The Solution

After demoing a handful of other signature tools, Brian and the IT crew choose to stick with Signeasy for the long haul. “We did a trial with a few other colleagues as a replacement for the tools they were using, and they loved it,” he said. The software has made paperwork that requires multiple signatures a breeze, and has sped up the workflow between executive offices in a big way.

Hassle-free Google Workspace integration

Once you get used to a digital ecosystem, it’s a huge pain to venture outside of it. Given that SVA was already using Google Workspace, Signeasy’s ability to integrate seamlessly with its suite of applications was a total win for the school: for example, users can receive, open, sign, and send off a document without having to leave their Gmail window. That’s both a time-saver and a headache-saver.

Speeding up the inter-office process

Brian initially started using Signeasy to collect signatures. Most recently, when one of his staff needed to sign off on a travel expense form, all he needed to do was request her signature, add his own, then forward it on to accounts payable. According to Brian, when it comes to the type of people ops documents his department so often handles, Signeasy is the perfect way to speed up the process by eliminating the need for printing, scanning, signing in another program, then re-uploading and emailing. “That’s horrendous,” he said with a laugh. “Nobody should have to do that!”

Reliability = fewer headaches for IT

“Overall, the reliability of the platform has been great,” said Brian. “It’s a big time saver for the IT group from a support perspective.” Thanks to Signeasy’s consistency and performance, the IT team can avoid having to field unnecessary calls about people’s software not working, or the screen being frozen while they’re trying to complete a document. That’s a whole new way to save time with Signeasy!

The Company

Assante is a Canadian wealth management firm founded in 1995. Boasting multiple locations spread across the country, the company is supported by a team of over 800 professional advisors that manage over $40 billion for individuals and families nationwide. Assante is a security-minded firm with a knack for savvy risk management, helping Canadians grow their wealth and facilitate a comfortable, secure future.

The Challenge

With several offices operating across Ontario, moving paperwork across branches is an everyday challenge for this bustling firm.

For Trina Odd in particular, a financial advisor that oversees 5 different advisory teams across the province of Ontario, her signature is required to validate between 20 and 30 documents every single week. This includes everything from fee-based agreements to “know your client” forms and account-opening paperwork – not to mention everyone else who needs to sign on the dotted line before the document even makes it to her desk. These documents are the backbone of Assante’s growth and prosperity, helping them lock in new clients, determine commission structures, and move money around safely and securely.

"A lot of our paperwork needs to be signed by 2 of the senior advisors, then it needs to go to a branch manager like myself – but we're all in different locations on different days," said Odd. And if that wasn't challenging enough already, stringent guidelines set forth by the Ontario Securities Commission and other governing bodies require these types of documents to be signed within 48 hours.

What happens when that 2-day window expires? Everything grinds to a screeching halt. Assante's head office freezes the client's account, and no trades can be conducted until the paperwork is returned with all three signatures. In a world where clients are relying on their investment advisor to meticulously monitor and manage their account, that simply won't do.

• Collecting manual signatures from different branches is an extremely slow process
• Signatures must be processed within 48 hours to avoid the account being frozen
• Client documents routinely require multiple signatures from people in all different locations

The Solution

By making the switch to eSignatures, a number of Assante advisory teams have given themselves the gift of time and money – arguably the two most coveted resources in the world of business. Not only have they slashed their expenditures on paper and toner, but document turnaround times have never been quicker, leading to fewer account restrictions and a smoother client on-boarding process overall. Put simply, according to Odd, "It's convenient. It's easy. It's fast."

Slash turnaround times and avoid account freezes

Before Signeasy, client on-boarding documents would have to be faxed to the administrator, who would then print off a hard copy for everyone to sign. This process required a ton of running around to meet the OSC’s strict 48-hour deadline, wasting precious admin time and putting new accounts at risk of being frozen.

Now, the document is scanned directly into Signeasy, where it can be easily accessed and electronically signed by all parties involved. It is also immediately available to the head office upon completion. The result: effective risk management, fewer account freezes, and many more happy customers.

Get signatures from anyone, anywhere

Collecting manual signatures from multiple parties goes hand-in-hand with wasted admin time. With signers located in different cities on completely different schedules, adopting a digital document workflow changed the game for Odd and her teams: now, they can sign from wherever, whenever, without the admin staff sending out a single nagging message or phone call.

Enjoy significant savings

Assante is all about growing their clients' wealth – but it was time they started looking after their own pocketbook as well! “It’s saving us hugely on paper,” said Odd: simply adopting e-signatures helped her team save a whole lot of money on stacks upon stacks of printer paper, not to mention costly ink and toner.

The Company

Since 1925, Aruba Bank has been serving financial clients on its namesake Caribbean island. As the country’s oldest bank, their services include retail, commercial, corporate, and international banking, as well as insurance. Aruba Bank has actively developed its digital and mobile banking capabilities, aiming to provide an online experience as personal and efficient as face-to-face service .

The Challenge

Innovation and a strong focus on customer satisfaction are the core values that define Aruba Bank. To ensure that their customers consistently have the best banking experience, the Aruba team sought to rethink their processes for both in-person and digital banking. During this process, they identified a few key challenges to address:

• Processing paperwork was taking too long, causing delays while performing essential tasks such as opening a new account or releasing a loan.
• Customers had to sign off on documents onsite and in-person, causing delays and inconveniences during the onboarding process.
• The island of Aruba was committed to launch eco-friendly initiatives, and Aruba Bank was keen on being a part of this. Consequently, traditional paperwork wasn’t conducive to this initiative.
• Any solution implemented by the bank needed to comply with banking regulations. It also needed to be easy for staff to manage and simple for customers to use.

The Solution

Ronald Dorsiel and Kristel de Nobrega were tasked with finding the perfect e-signature solution for Aruba, and they instantly fell in love with Signeasy’s clean, straightforward, easy-to-use interface. Close to 70 form types have been digitized since Aruba Bank introduced Signeasy as the new standard across all branches.

Processing paperwork is now 2x faster

The Self Signing feature in Signeasy enables the user to sign documents themselves, without guidance or external witnesses. This proved to be particularly useful, as the bank officers pre-sign necessary documents and then request customer signatures. Once they are complete, the documents are instantly added to Aruba Bank’s database. This simple change resulted in a turnaround time that is now twice as fast.

A better onboarding experience for new customers

As the name indicates, the In-person Signing feature allows the bank officers to get customers to sign in-person, while the Remote Signing feature enables customers to sign necessary documents anywhere, anytime. This means new customers can open a new account and finish the onboarding process much faster.

Up to 60% reduction in paperwork

With so many documents being signed using the Signeasy app, the sales and customer service teams were able to cut down on paperwork by a whopping 60%. The entire organization is soon to follow suit!

Secure paperwork with audit trails

Signeasy offers audit trails with tamper-proof date stamps for every document signed, making digital signatures as secure, reliable, and legally compliant as possible. With a detailed trail for each transaction, the entire process is easier to track, ensuring gold-standard accountability.

The Organization

The University of Pennsylvania's Prevention Research Center (UPenn PRC) was established in 2014, and is funded by the Centers for Disease Control and Prevention. It brings Penn researchers from a variety of disciplines together to conduct innovative public health and disease management research. The goal of said research is to prevent chronic disease and reduce health disparities in Southeastern Pennsylvania. The UPenn PRC team is dedicated to promoting well-being, health equity, research translation, and evaluation of population-based and sustainable community health and clinical interventions.

The Challenge

UPenn PRC researchers spearheaded a study on developing and testing communication efforts to promote skin cancer prevention. As part of their research, field interviews were conducted in outdoor settings, such as beaches and parks, in order to learn more about people's opinions and habits surrounding sun exposure. The researchers had to rely on many paper-based forms to document the information, such as multi-page consent documents and interview forms. Since the research involved more than 80 participants, transporting the required documentation to each location would have been cumbersome and difficult to keep organized.

The Solution

Sara Grossman, Research Coordinator for the Skin Cancer Prevention Team at UPenn PRC, was on the lookout for a solution that would eliminate the researchers’ paperwork burden. After browsing around online for 'sign and send' apps, she downloaded and tested the trial versions for several different solutions. In the end, Signeasy was the app of choice, as it was the most user-friendly and best-suited to UPenn’s needs compared the others. With this new workflow in place, candidates that were accepted to participate in a research study reviewed the consent form with a staff member using Signeasy on an iPad. Both the interviewer and participant signed and dated the document. A copy of the document was emailed to the participant. Once the interview stage was over, participants were asked to sign another form on Signeasy to confirm that they received a gift card from the research team. Both documents were then re-saved in Signeasy using each participant’s ID number for UPenn’s records. After a day of field work, the signed documents were downloaded from the Signeasy web app.

Benefits

Friendly User Interface

Signeasy’s user-friendly design made the app easy and quick to operate.

Saved Signatures

The interviewers working with the research team did not have to sign each and every form. Instead, they were able to save their signatures in Signeasy, allowing them to email the completed forms to participants on the spot and without delay.

Better Organization of Documents

Using Signeasy for this project allowed the research team to streamline and organize their documentation effectively. With Signeasy running on iPads, they avoided the hassle of carrying around more than 200 paper forms and keeping them organized on the go. This simple change meant that they were able to get work done and stay on-task quickly and efficiently.

The Company

Sono Motors is a young German startup looking to make waves in the automotive industry. They are on their way to producing one of the world’s first self-charging electric vehicles, outfitting their inaugural Sion with solar panels from head to toe. The company is fuelled – or rather, sustainably powered – by a desire to protect our environment, with an eye towards crushing our dependence on oil and pioneering future-forward auto solutions.

The Challenge

The team at Sono Motors is all about putting their money where their mouth is – and as a startup whose heart beats for sustainable development, printing ream after ream of paper was never an option.

If you ask their CEO, he will tell you that we are living in a time where printing is simply unnecessary: after being told time and time again that it was necessary to produce a paper copy of documents such as contracts and NDAs, the folks at Sono asked, “Why?”

The company has a strict no-paper policy and has always relied on digitized document processing. Paperless document management has become easier and Sono has begun using tools like Google Workspace and Drive for just that. However, even with such tools, creating a signed PDF from scratch proved to be prohibitively clunky and time-consuming – so began their search for a more streamlined, efficient electronic signature solution.

Meanwhile, as a growing startup working on a cutting-edge product, Sono Motors regularly handles a large volume of intellectual property protection paperwork whenever a new collaboration is in the works. Faced with delays that cropped up whenever the management team did not have the time to piece together a signed PDF, Sono Motors was looking for an e-signature solution that was quicker and easier than their current paste-signature-as-JPEG system.

• Sono Motors' no-paper policy meant that documents needed to be processed digitally
• Document turnaround was often delayed due to cumbersome PDF-building processes
• Handling large volumes of NDAs meant that Sono Motors needed a quick and easy solution
  

The Solution

After using the software a single time, Sono Motors' 35 employees were hooked. Signeasy was initially brought to the table by the company’s CEO, who had been using it for personal paperwork. Once the team experienced Signeasy’s intuitive interface, any uncertainty or resistance regarding the adoption of an entirely new process melted away. “We told the team that they should try it out once, and then make a decision,” said Jona Christians, CEO. “Everyone who tried it was sold.”

An added benefit with Signeasy is its native integration with other tools already in use by Sono, like Google Drive and Google Workspace (including Gmail and Google Docs). Combining all these tools together helps Sono realize a more connected digital document experience. They're not only saving the environment through reducing paper consumption, they are saving time along the way.

“Thanks, Sono Motors!” – The environment

By keeping their workflows digitized with Signeasy, Sono Motors is able to adhere to their strict no-paper rule in style. A necessity to banish paper entirely was what got the software through the door in the first place, but its clean, easy-to-use interface and a host of useful tools and integrations gave it staying power.

Saving time by revolutionizing old processes

Sono Motors uses Signeasy when it’s time to process all sorts of contracts, from employee agreements to work mandates and NDAs. The office management team simply designates where to sign and invites the managing directors and stakeholders to do so.

“It reduces the time we used to spend on our old PDF program, which required you to import your signature as an image. It also was not available on any mobile platforms,” said Jona. “We started with NDAs, but now we use it for everything.”

Ease-of-use reigns supreme

“From the first time you use it, you save time and you save headaches – you can sign from wherever you are.”

As is the case for many of our users, the main differentiator that sold Jona on Signeasy was its ease-of-use. The fact that he could access the software on his phone, tablet, and web browser was enough for him to choose Signeasy for personal use, eventually upgrading it to company-wide implementation.

“When we prepare a document to be sent off to our signers, we use desktop. But when it comes to signing, that’s mostly completed on mobile. If I’m leaving a meeting and I see that I have a message from Signeasy, I can sign right away, then I’m off to my next meeting.”

The Company

Jeff Skipper Consulting is a consultancy based in Canada specializing in helping organizations carry out initiatives that increase organizational effectiveness. Their main areas of expertise are change management, change leadership, training development, delivery, and technical writing that aims to engage and align individuals using organizational business goals. Jeff Skipper Consulting helps clients manage the “people” aspect of change, ensuring that each company they work with receives a positive return on their investment in tech, process streamlining, and organizational improvements.

The Challenge

Jeff Skipper Consulting's projects deal with many moving parts. Their leadership and change management programs involve multiple organizations and subcontracted resources, and quick contract turnaround is essential. In a competitive arena where speed is critical, CEO Jeff Skipper looks to alleviate nervousness by quickly preparing and delivering business contracts to sub-contractors.

The Solution

Jeff Skipper Consulting switched over from hard-copy paperwork to e-signatures, adopting Signeasy as its crown jewel resource for signing contracts on the fly. They also use our software to complete various forms that are critical to cash flow, facilitating the near-instant completion of business deals and avoiding paper copies entirely.

Benefits

Enhances Customer Perception

Thanks to Signeasy, Jeff Skipper Consulting impresses clients with their unparalleled efficiency – turning contracts around in minutes – and their expert use of the latest technologies.

Improves Speed

Signeasy is used to complete many different types of forms that are essential to maintaining cash flow. Speed is critical when it comes to growing a business.

Environmentally friendly

Using Signeasy reduces paper consumption. Plus, it makes those unsightly piles of documents on your desk disappear!

Efficiency

Jeff Skipper Consulting is able to turn contracts around in a shorter time frame, allowing them to increase security, solidify relationships, and improve cash flow.

The Company

Go to Court Lawyers (GTC) is a provider of legal services based in sunny Australia. They conduct business using a special hotline, as well as an online booking service, to get potential clients through the door for a consultation as soon as possible. GTC’s impressive network stretches from one end of the country to the other, linking their clients to a wide range of legal professionals in various domains.

The Challenge

When someone is on the hunt for legal representation, they need a lawyer yesterday. GTC understands this urgency well, and if a dedicated hotline that’s open until midnight wasn’t proof enough, they are all about efficiency.

When GTC receives a request for consultation, a lawyer is dispatched to meet the prospective client and go over their personal situation. If the individual is a good fit, it’s time to sign on the dotted line right then and there.

This is where things used to get complicated for the GTC lawyers. Before each meeting, they would need to print up a host of documents to bring along: whether or not any given prospect ended up coming on as a client, there were signatures to be inked and forms to be filled.

The promise of paperwork loomed constantly, and the responsibility to print, manually complete, scan, and file each paper was putting a wrench in the works. Hard copy documentation seemed to directly negate their efforts to provide a lightning-fast onboarding experience. So they found a better way.

• Onboarding could not be completed if individuals forgot to bring documents or information along
• Carrying around stacks of paper was cumbersome for the lawyers
• Clients needed services fast, but documentation was slowing GTC down

We use it constantly – every day, every week.

The Solution

Signeasy has taken GTC from notepads to iPads.

Lawyers have modernized the onboarding experience with iPads

Now, each lawyer heads to their consultations equipped with a tablet and our software. The four core documents that underpin each meeting are pre-loaded using Signeasy’s Templates feature, so that they’re ready to go when it’s time to sign.

“Our lawyers use Signeasy pretty much every day,” said James Habjan, Technical Support Officer at GTC. The company averages about 200 initial consults a week, cementing Signeasy as a staple around the office.

Turnaround times have been slashed thanks to instant processing

“The accounts team is getting things rolling a lot faster. They have all the documents they need in the Signeasy app – it’s very user-friendly for our lawyers who don’t use ipads that often.”

The firm gets great use out of the in-person signing feature, simply handing each client an iPad so they can fill and sign documents on the spot. Plus, if someone forgets to bring an essential document or file to their consultation, all is not lost.

Commonly-used document templates are available on the cloud

“If you have a client that needs to come back to you with further details, you can save the document as a draft, which I’ve rarely seen on other platforms,” said Mr. Habjan. “That makes it perfect for lawyers.”

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The Company

S&C Homebuyers is a premium real estate redevelopment company that deals with properties in Western Massachusetts and Northern Connecticut. The company buys and renovates residential properties, then puts them up either for resale or rent once they are spruced up.

The Challenge

Robert Couture – the Managing Partner at S&C Homebuyers – and his team are always on the go, either visiting prospective properties, negotiating with buyers and sellers, or managing existing projects all over town. S&C Homebuyers conducts dozens of transactions a year and drafts over 400 written offers in that same time frame. All of these processes require signatures from one or both of the company’s partners, and third-party signatures when applicable. The team is always racing against the clock: if they can't get a contract revised and signed on the spot, they risk losing it altogether. In an effort to stack the odds in their favour, S&C Homebuyers was on the lookout for a solution to help them eliminate the roadblocks that paperwork had been placing in front of them when it came to closing a deal.

The Solution

Signeasy presented the perfect solution for S&C Homebuyers, cementing itself as an integral part of their processes. With Signeasy, team members can sign contracts or offers whenever necessary. For example, they can be onsite with a buyer or seller and pull up an offer form. This capability not only allows employees to sign the document themselves, but a client signature can also be acquired on the spot. In many other situations, it is rare to have all of the signers in the same place at the same time - that’s when Signeasy’s Remote Signing feature comes in handy. This feature lets users create a list of people that must sign the document, sending it off to all parties involved with a request for signature.

Prior to implementing Signeasy, the team needed print/scan capabilities to get these offers or contracts closed out. With Signeasy, paperwork that used to take 12-24 hours now takes 2-4 minutes to complete. In short, what once took an entire workday to process is now wrapped up in the time it takes for a coffee break. Efficiency is up by 99.7%, and deals are routinely saved because they can be secured in real-time.

Benefits

Improved remote operations

As told by Managing Partner Robert Couture, "The Remote Signing feature has been a real game changer for us. It has allowed us to completely 'cut the cord' with our printer/scanner and be truly remote in all of our document signing."

Faster form completion

Using the Text, Date, and Custom Fields feature, the S&C Homebuyers team is able to easily fill document fields such as the property owner’s name, relevant dates, the property’s address, and offer terms thanks to a specialized template saved as a draft. The best part is, all of this can be taken care of directly from a phone!

Improved mobility

The team is always on the move, and the ability to take care of a document on the go makes them more mobile than ever.

The Company

Founded in 2006, Cleartrip was started with a simple mission in mind: to provide a comprehensive travel experience. Fast-forward a few years, and it is now one of the leading players in India’s online travel marketplace, with an exhaustive listing of over 600,000 hotels around the world.

The Challenge

Cleartrip was looking to invest heavily in its hotels segment to expand their footprint in West Asia. The team was working hard to ramp up their product to offer an enhanced hotel experience. However, they were struggling to improve the hotel partner onboarding process. Here is a list of challenges they were up against:

Setting up partner contracts that span 12 pages, for multiple hotels, was eating into the partner relations team’s time.

• Setting up partner contracts that span 12 pages, for multiple hotels, was eating into the partner relations team’s time.
• Turnaround time for contracts was long, as most hotel partners often forgot to fill in certain mandatory details.
• Manually tracking the progress of partner contracts was turning out to be a time-consuming task.
• Retrieving an old contract from a paper archive, just to verify a detail mentioned by the hotel partner, was taking way too long.

The Solution

Since its infancy, Cleartrip has offered customer-centric experiences characterized by seamless and frictionless interactions. When they were looking for an e-signature solution to help do away with the burden of chasing paper, they chose a solution that would mirror those values: Signeasy.

Set up partner documentation in minutes

Signeasy's 'Templates feature' allows the partner relations team to create a hotel contract template and edit it directly. Approximately 50% of the contracts sent out by the hotels team at Cleartrip for signature have been created using this feature.

Faster turnaround of contracts

Equipped with the capability to guide partners through each contract by highlighting fields they are required to fill in, Cleartrip can now push contracts to completion more quickly. In just over 3 months, the hotel partner team sent out over 8000 contracts for signature using Signeasy.

Track contract progress with ease

Signeasy allows the partner relations team to keep track of each contract’s status in real-time, with ease. It also allows them to send out reminders to hotel partners to hasten the process.

Quick access to previously signed contracts

Signeasy provides the team with archives of all previously signed contracts in one place. Not only does this make it easier for them to manage or retrieve documents, but also helped Cleartrip build better relationships with their partners.

The Company

Vatfree helps more than 16,000 travelers each year shop tax-free in the Netherlands. Inspired by the nearly 400 million euros of refundable VAT – or “value added tax” – left unclaimed every year (a phenomenon mainly attributed to a tedious and complicated refund process), Joni Smeenk founded Vatfree to encourage 'conscious consumerism': "I wanted to show travelers that they are the ones who decide what happens to their money, and they are the ones that can make a choice to reclaim and reinvest the cash for themselves, their family, or a good cause."

The Challenge

When travelers arrive at Vatfree’s Schiphol Airport location, they often expect a long and tedious process based on previous VAT refund experiences.

Today, Signeasy plays an integral role in simplifying the cumbersome process of refunding taxes with a simple and transparent digital workflow. Our involvement has provided Vatfree's workflow with an efficient platform, setting it apart from its competitors while projecting a future-forward, hi-tech image to their customers.

How is Signeasy used?

Now that they’ve adopted a digital document processing solution, getting a tax refund with Vatfree is super-easy and hassle-free. At the airport, travelers are greeted by a simple digital process powered by Signeasy using an iPad Mini. After submitting their receipts, they are asked to fill out and sign a consent form with their personal details, authorizing Vatfree to collect the taxes on their behalf and have the money transferred to their bank account.

Watch Henk Smeenk talk about why VatFree chose Signeasy.

Benefits

Efficiency

Vatfree has sped up their tax refund process, cutting down the time spent with each customer by 3 to 5 minutes. While a few minutes may not sound like very much, that simple decrease means that for every 12 customers, they gain one hour of productivity!

Customer satisfaction

Time is of the essence, especially at the airport, where travelers are often in a hurry. With their newly-minted digital paperwork process, Vatfree leverages the latest technology to impress their customers with a surprisingly simple workflow and a lightning-fast turnaround time.

Differentiation

Vatfree is constantly on the lookout for ways in which technology can simplify their workflow and bring them into the digital age, setting them apart from competitors that still rely on clunky processes.

The Company

PC Futures is a web- and app-based IT business located in Suffolk, United Kingdom. They offer business-centric IT advice and services to local businesses such as Barton Electrical, a specialized contractor that services businesses and homes.

The Challenge

Barton Electrical required an e-signature solution to simplify the validation process for their onsite work. Using traditional pen and paper to complete the procedure meant that documents had to be sent back and forth, a process that began taking up valuable time, delaying payment schedules, and affecting the company’s productivity. Another frequent occurrence was receiving documents in poor condition back at the office: their engineers would often be working on-site in all weather, rendering their timesheets quite tattered by the time they were submitted. In an effort to protect their revenue and improve their overall performance, Barton Electrical reached out to PC Futures to find an e-signature solution that their engineers could adopt quickly and easily to smooth out the process.

How is Signeasy used?

PC Futures created custom-made templates to be loaded onto the Barton Electrical engineers' iPads and other mobile devices. These templates were integrated into the Signeasy app, enabling staff to make annotations live from customer's worksite. Once the onsite work was complete, the client would sign the form, validating the work from the customer's end to settle payments quickly and without delay. Pictures of the work were also taken at the time, for times at which the clients paying the bill were not able to be present during the engineer's visit.

Benefits

No more damaged, lost, or misfiled documents

As soon as Barton’s work is completed, the signed timesheet and corresponding pictures are emailed to the accounts team to be processed and invoiced. Engineers used to complete the sheets manually, carrying them around all week and bringing them to the office every Friday. Now, they add annotations to the floor plan, take pictures of the finished work, and attach said pictures to the document along with other supporting information taken onsite – all in real-time.

Quicker payments

Invoicing no longer takes an entire week, as work orders are saved to Dropbox on the spot and invoices are processed immediately.

Human Resource control

The immediacy of the new digitized process also enables the company to keep track of their employees. A timestamp is generated with every client visit.

Offline signatures

Some clients are located in areas where there is no internet connectivity. Fortunately, this does not require a return to traditional paperwork. Barton electricians can use Signeasy to fill work orders offline and save them as drafts to be finalized at a later time.

"The solution which PC Futures delivered in conjunction with Signeasy has saved us money and streamlined our back office and engineer's processes. It has saved us considerable amounts of money and improved efficiency."

— Barton Electricals

The Company

Dalhart Independent School District, based in Dalhart, Texas (USA), provides education for elementary and high school students from grades K-12. It spans five campuses in Dalhart City and unincorporated portions of Dallam and Hartley Counties.

Dalhart ISD started using Signeasy to expedite their hiring processes. Kathy Winchell, HR Director of Dalhart ISD, successfully reduced the process of enrolling teachers for the new school year from 4 weeks to 10 hours.

The Challenge

The hiring process at Dalhart was long, involving many touch points that were difficult to keep tabs on and manage effectively. Contracts and letters of reasonable assurance (LRA'S)* had to be prepared months in advance, and were sent out to teachers via the post office. It took the HR department at least 4 weeks to have the signed copy of each contract returned to the office – only then could they continue with the administrative process.

* A letter of reasonable assurance (LRA) states that the substitute employee is assured of employment in the coming school year.

How does Signeasy help?

Contracts and LRAs are prepared and uploaded to Dropbox. The HR Director then heads to the 5 DISD campuses to meet with the employees to be enrolled for the next school year. Kathy travels light: all she needs is her iPad to access the documents, which she imports into Signeasy so they can be signed on the spot. She usually spends 1 to 2 hours at each location – proof that a process which used to take months from preparation to actual filing of contracts has indeed been reduced to a 10-hour task at most.

Benefits

Efficiency

Finalizing an employment contract is so much quicker now that employees are able to sign on the spot, There is no longer a need to spend time sending paper copies, waiting, and following up.

Saves time

Previously, DISD spent weeks waiting for contracts and letters of assurance to be returned before finally filing them. This cumbersome process has now been collapsed into a task that takes no more than 10 hours.

Digital workflow

Documents take a few short minutes to sign, and thanks to Signeasy's cloud integration capabilities, they are immediately saved to the cloud, where they can easily be retrieved by anyone in the department.

The Company

Business Jet Access is based out of Dallas Love Field, Texas. They offer premium staffing, fleet management, and maintenance services for elite private aircraft owners. Their clientele depends on Business Jet Access to completely understand and implement governmental regulations, pilot management, maintenance and billing processes.

The Challenge

When your business runs 35,000 feet above the ground, regulations and protocol are indispensable. Any given day at Business Jet Access, at least half the planes are flying. There are flight logs, rate approvals, payment approvals, work orders, and FAA paperwork to fill and sign. Which means that pilots, operations team, and maintenance department are always fielding requests for approvals and sign-offs on paperwork.

Flight Operations Manager Meagan Neumann quickly realized that relying on traditional paperwork was seriously impeding the efficiency of her team, posing the following key challenges.

• The maintenance teams found it difficult to sign off and track documents because each document would change hands frequently.
• Pilots need to get signed approvals when substituting for a colleague - any delay in this would mean grounding the flight until the documents are in order.
• Turnaround time for approval of payments was long and cumbersome to track by the accounts team.

The Solution

With its easy-to-use interface and ability to allow multiple workflows, Signeasy was perfect for Business Jet Access. The Dropbox integration also meant it could seamlessly fit into their existing processes.

Faster, easy to track and FAA compliant inspection process

Signeasy works across devices, which means that the pilots can now quickly fill in and sign their discrepancy logs on iPads. The detailed audit trail for each transaction ensures that everything is easy to track, with no element of the paperwork missing or incomplete.

No delays in flight take-off

Pilots use Signeasy for the mandatory approval to substitute for another pilot. This brings down the turnaround time for the approval and consequently, any delay in the flight take-off.

Faster payments processing

Accounts team can now process payments much faster as self/in-person signing empowered pilots to immediately send signed approvals for expenses.

The Company

Halvor Lines is a family-run trucking and logistics company that has been in business for over 60 years. Backed by an amazing team of drivers, they provide their business partners with premier transportation and logistics services across the United States and Canada. They have received numerous awards, including America's Best Fleets to Drive For (seven years running), numerous awards from the U.S. Environmental Protection Agency, and honors from the American Heart Association for Halvor's focus on driver and employee health.

The Challenge

Kendra Payette has been with Halvor Lines for 12 years. As the Safety Office Administrator, she works alongside a team of five other people, handling issues related to compliance and drivers’ log violations. Meeting industry standards and taking appropriate corrective action is the name of the game for the safety department.

Before Signeasy, achieving those goals quickly and efficiently was a nearly impossible feat. Simply put, according to Payette, “It was horrible.” Since Halvor’s drivers are on the road in various parts of the US and Canada, there is rarely an opportunity for them to stop by a terminal to manually sign a document: it used to take upwards of one year to deliver a wet ink signature in some cases, and by then, months had elapsed since the driver’s violation was recorded.

Due to these significant delays, not only was the safety department unable to take corrective action in a timely manner, but they became exposed to certain regulatory risks. For example, if a driving violation went unsigned for six months, the Department of Transportation may have chosen to audit the company during that time– and it goes without saying that compliance audits are a headache for all parties involved.

In order to bridge the massive distance between drivers and their documents, Halvor Lines decided to go digital.

The Solution

After testing out a number of eSignature software solutions (including DocuSign), Halvor Lines’ IT department settled on Signeasy as their provider of choice. Here’s how their workflows have transformed in the wake of their digital move.

Airtight compliance

Instead of waiting months – or even a year – for their scattered drivers to sign documents at a physical location, Signeasy allows Halvor to request eSignatures from drivers on the go. Regardless of their location, drivers are able to use their tablets to read and sign logs that need correction right on the spot. As a result, the company can maintain full compliance with all applicable standards and regulations, save an incredible amount of time, and avoid unwanted audits from the DOT.

On-the-road signing

Passenger forms give drivers permission to take a passenger along with them in their truck. Thanks to Signeasy, drivers can simply call the office and request the form, which is sent to their tablet almost instantly. Then, drivers can sign and send the passenger form back at their earliest convenience – no physical paperwork necessary.

Streamlined HR management

Since Halvor Lines’ drivers are located in different areas, Signeasy makes it infinitely easier to collect their signatures whenever something changes with their employee file (insurance, salary, etc.). Before, HR would have to mail documents to each driver’s physical location, a cumbersome process that resulted in significant delays.

Mobile device management

All drivers have tablets that are managed by the IT team. IT can control which mobile apps and permissions are available for drivers to use, and they can pre-download the app on each tablet with the driver’s unique login already set up. This way, drivers don’t have to waste any time on technical tasks: they simply need to sign a document and hit send for it to be routed to the office.