Customer stories from across the globe

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 eSign 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 Solar 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 Solar 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 Solar's 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 Solar needed a quick and easy solution
  

The Solution

After using the software a single time, Sono Solar' 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 Solar!” – The environment

By keeping their workflows digitized with Signeasy, Sono Solar 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 Solar 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.