Customer stories from across the globe

‍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 Contract templates. 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!