Finance and AdministrationPurpose
1.2. Centralized document storage, version tracking, audit trails, and permission controls automated to minimize administrative burden and human error.
1.3. Automates routing, automated reminder dispatch, multifactor authentication for digital signing validity, and automates secure archiving of completed documents in integrated corporate repositories.
Trigger Conditions
2.2. Automate trigger on new vendor onboarding or purchase order creation needing signature.
2.3. Automated scheduler for periodic contract renewals or expirations.
2.4. Trigger automation via inbound emails with contract attachments or CRM status changes.
Platform Variants
• Feature/Setting: eSignature API; configure ‘Envelope Creation’, automated ‘send for signature’ trigger, callback webhooks for completion status.
3.2. Adobe Acrobat Sign
• Feature/Setting: REST API ‘agreement creation’ endpoint, automate recipient workflow, integrate with SharePoint API for automated storage.
3.3. PandaDoc
• Feature/Setting: ‘Document send’ and ‘Document status change’ triggers; configure webhook to notify ERP after automated sign-off.
3.4. HelloSign
• Feature/Setting: API endpoint ‘Signature Request Send’, automate callback when signature is complete for automated storage in Google Drive.
3.5. RightSignature
• Feature/Setting: ‘Send Document’ API; automate triggers for status updates, digital archiving API endpoint.
3.6. Zoho Sign
• Feature/Setting: ‘Send Document API’, automate return callback and auto-upload to Zoho WorkDrive.
3.7. SignNow
• Feature/Setting: ‘Create Invite Link’ via API; automate envelope monitoring, automate upload to Box.
3.8. SignRequest
• Feature/Setting: ‘Send SignRequest’ API endpoint; configure callback to auto-save signed contracts to Dropbox.
3.9. OneSpan Sign
• Feature/Setting: Automate e-Signature API, automate sign event triggers, storage to AWS S3.
3.10. Sertifi
• Feature/Setting: REST API ‘send for signature’ endpoint; automate storage in document management systems.
3.11. Concord
• Feature/Setting: Automate ‘Contract send’ and ‘status change’ webhook, integrate with Salesforce for automate archiving.
3.12. Eversign
• Feature/Setting: ‘Send Document for Signing’ API, automate download of executed contract to a local server.
3.13. Dropbox Sign (formerly HelloSign)
• Feature/Setting: API ‘signature_request/send’; automate notification webhook and archive to Dropbox File Requests.
3.14. Nitro Sign
• Feature/Setting: Sign API for automating document workflow, auto-upload PDF to SharePoint document libraries.
3.15. SignEasy
• Feature/Setting: ‘Send Invite’ API, automate contract storage via Google Drive API.
3.16. KeepSolid Sign
• Feature/Setting: ‘Document Signature Request’ API, automate completed document transfer to encrypted cloud storage.
3.17. Docsketch
• Feature/Setting: Automate ‘Send for Signature’ API, webhook for signed document notification.
3.18. Formstack Sign
• Feature/Setting: API for automating contract send workflow, automate archiving to FTP server.
3.19. Secured Signing
• Feature/Setting: Sign API for automating signature processes, automate storage to Google Cloud Storage.
3.20. AssureSign
• Feature/Setting: REST API for signature automation, callback for automated archiving in enterprise DMS.
Benefits
4.2. Automated reminders, compliance workflows, and e-archiving for finance teams in the instrument manufacturing sector.
4.3. Improves data security, ensures non-repudiation, and simplifies automated auditing of finance-related contracts.
4.4. Enables scalable automation of repeated vendor and employee onboarding contract workflows.
4.5. Saves administrative time by automating archival and retrieval in finance and administration contexts.