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Case study: Private School 

CFO Saves Hundreds of Hours and Thousands of Dollars

 

Background

As the CFO, Kathy needed to prepare about 100 contracts and collect 200 signatures. She didn't have entire days to waste on admin and was worried about the risk of potential errors that comes with manual entries.

After finding Sofian’s YouTube videos, she got her first glimmer of hope!

The Results

Kathy went from manually creating every single employee contract to spending a few hours setting up a process that allowed everything to be sent automatically and can be used, with minimal tweaking, in future years. 

The time savings, efficiency, and accuracy were first and foremost.  When employee contract amounts or email addresses needed to be changed it took several minutes to make the change and resend the document, instead of revising the entire document and going through the full DocuSign envelope process to resend the contract.  

Kathy also began to think of other ways she could create efficiencies - other form processes that could be automated to eliminate arduous hours of time and potential errors.

The Process

  1. We built a DocuSign template for each type of contract.
  2. We integrated DocuSign with Google Sheet using Zapier to allow Kathy to generate mail merge contracts in bulk.
  3. We added a tracking functionality to allow Kathy to easily see the signature status for each contract from within the Google Sheet.
  4. Finally, we automated the archiving and renaming of all signed contracts in Google Drive.

The Workflow

"We're saving so many hours and multiple thousands of dollars "

Kathy Peters, CFO

 

We help investment and lending firms automate paperwork by implementing electronic signature solutions.

HELP

[email protected]

30 N Gould St, Sheridan, Wyoming, United States


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