Customer stories from across the globe

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 eSign 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 eSign API 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.