Box Integration Strategy & Mapping
Our experts work with you to analyze your current
document workflows. We map out the most inefficient processes and design a streamlined integration plan
that delivers the highest impact on your business goals.
- Identify and eliminate hidden bottlenecks.
- Ensure the solution aligns with business objectives.
- Create a clear roadmap for implementation.
Custom API Integration Development
For complex needs, our developers can build custom
connections between Box, eSignly, and your other critical business applications (e.g., Salesforce,
NetSuite, Workday) to create a fully automated, end-to-end process.
- Automate data transfer between systems.
- Eliminate manual data entry and associated errors.
- Build a unified workflow across your entire tech stack.
Advanced Workflow Automation Design
We go beyond simple signing. We can configure
conditional logic, signer routing, and automated notifications based on data within your documents,
turning your Box repository into an intelligent workflow engine.
- Handle complex approval chains automatically.
- Route documents based on contract value or type.
- Reduce the mental overhead for your teams.
Reusable Template Configuration
We help you convert your most-used documents—like
sales contracts, NDAs, and offer letters—into reusable eSignly templates with pre-defined signer fields,
which can be initiated directly from Box.
- Standardize your company's agreements.
- Reduce document setup time to seconds.
- Ensure data is collected consistently every time.
Bulk Sending from Box Folders
Need to send the same document to hundreds of
recipients? We configure bulk sending jobs that pull a recipient list and send personalized signature
requests for a document stored in Box.
- Perfect for policy updates or annual renewals.
- Save hours of repetitive manual work.
- Track the status of each recipient individually.
Data Validation & Form Field Logic
Ensure you get the right information every time. We
set up advanced form fields with data validation—like ensuring a field is a valid date or number format—to
prevent errors and incomplete documents.
- Eliminate back-and-forth due to incorrect data.
- Improve the quality of data collected.
- Automate downstream processes that rely on this data.
Custom Branding & White-Labeling
We ensure the signing experience reflects your
brand. We customize the emails, logos, and signing interface so your clients and partners have a seamless,
professional experience from start to finish.
- Reinforce your brand identity and trust.
- Provide a consistent user experience.
- Avoid the disjointed feel of third-party tools.
Compliance & Security Configuration
For regulated industries, we help configure
specific settings for compliance like 21 CFR Part 11, including reason for signing, and ensure your data
residency and retention policies in Box are met.
- Meet stringent regulatory requirements.
- Pass security and compliance audits with confidence.
- Protect your organization from legal risk.
Enterprise User & Team Management
We help you structure your eSignly account to
mirror your organization. We set up teams, user roles, and permissions to ensure employees only have
access to the documents and features they need.
- Improve governance and control over the signing process.
- Simplify user administration and onboarding.
- Prevent unauthorized access to sensitive documents.
Real-time Audit Trail & Reporting Setup
We ensure you have full visibility. We help you set
up dashboards and reports to track document status, cycle times, and completion rates, providing
actionable insights into your workflow efficiency.
- Monitor the health of your contract lifecycle.
- Identify bottlenecks and areas for improvement.
- Maintain a complete, court-admissible record of all actions.
Embedded Signing Implementation
If you have a custom portal or application, we can
help you embed the signing experience directly within it, using Box as the secure backend storage for all
completed documents.
- Create a fully integrated user experience.
- Keep users within your own branded environment.
- Leverage Box's security for your application's documents.
Managed Integration Support & Maintenance
For mission-critical workflows, we offer managed
support packages. We proactively monitor your integration, provide dedicated support, and ensure your
processes run smoothly with our uptime SLAs.
- Gain peace of mind for critical business functions.
- Get expert help quickly when you need it.
- Ensure long-term reliability and performance.
In-Person Signing with Box Synchronization
For situations requiring a face-to-face signature
on a tablet or device, we configure our in-person signing feature to automatically sync the completed
document back to the correct folder in Box.
- Digitize point-of-sale or field service paperwork.
- Capture signatures anywhere, on any device.
- Maintain a central digital archive in Box.
Legacy System Migration Support
Moving from another e-signature provider? Our team
can assist in migrating your existing templates and in-flight documents to eSignly, ensuring a smooth
transition with minimal disruption to your business.
- Avoid the manual effort of rebuilding templates.
- Maintain continuity for documents already in process.
- Consolidate onto a more secure and integrated platform.
Performance & Scalability Testing
For high-volume enterprise needs, we can conduct
load testing on your custom integration to ensure it performs under pressure and can scale to meet your
peak demand without any degradation in service.
- Validate the solution before a full enterprise rollout.
- Prevent system failures during critical business periods.
- Ensure a reliable experience for all users.
