Upload Your Vendor Agreement
Upload your prepared vendor agreement and add the signing fields
and recipient details needed for your workflow.
- Reduce time spent on drafting documents from scratch.
- Keep your prepared document organized for signing.
- Ensure consistency across all your vendor contracts.
Custom Template Upload & Creation
Where your plan supports reusable templates, upload a vendor
agreement your organization has prepared and approved, add signing fields, and save it for future use.
Review its terms and fields before reusing it.
- Maintain your company's legal and branding standards.
- Eliminate the need to re-create documents for every new vendor.
- Standardize data collection with pre-set fields.
Electronic Signature Workflow
Send your prepared agreement for signature and review available
signing activity. Legal effect and admissibility depend on the applicable law and transaction.
- Organize the signing process for relevant parties.
- Keep the available signing record with the completed document.
- Get peace of mind with secure, verifiable signatures.
Drag-and-Drop Form Fields
Easily add fields for signatures, initials, dates, text boxes, and more
to any document. Make it simple for vendors to provide the information you need, reducing errors and
back-and-forth.
- Capture structured data instead of messy, handwritten notes.
- Improve completion rates with an intuitive user experience.
- Ensure all required information is collected the first time.
Automated Signing Workflows
Define the signing order for multi-party agreements. Our system
automatically routes the document from one signer to the next, sending notifications and reminders along
the way.
- Eliminate manual follow-up and process bottlenecks.
- Maintain control and visibility over the approval chain.
- Accelerate agreement completion times significantly.
Real-Time Audit Trail
A signing activity record is available for documents. Review the
events recorded for your workflow; the record does not guarantee a particular legal outcome or
admissibility.
- Review available activity for the signing process.
- Resolve disputes quickly with a clear, factual record.
- Assess records against your organization's audit and compliance needs.
Bulk Sending for Vendor Onboarding
Onboarding multiple vendors with the same agreement? Send a unique,
trackable copy to hundreds of recipients at once from a single CSV file. A massive time-saver for scaling
teams.
- Reduce repetitive administrative work by up to 95%.
- Track the status of each individual agreement in real-time.
- Ensure a consistent and efficient onboarding experience.
API for Workflow Integration
Embed eSignly's functionality directly into your procurement software,
CRM, or custom application. Automate the creation and sending of vendor agreements triggered by your
existing systems.
- Create a seamless, end-to-end vendor management process.
- Eliminate data entry errors by syncing information automatically.
- Build custom, powerful workflows tailored to your business needs.
Secure Document Management
Your signed vendor agreements are more than just files; they are
critical business records. Store, search, and manage all your contracts in one centralized, secure, and
easily accessible repository.
- Organize stored agreements and review renewal dates.
- Quickly find any agreement with powerful search functionality.
- Control access to sensitive documents with user permissions.
Custom Branding
Reinforce your brand's professionalism by adding your company logo and
colors to the signing experience. Provide your vendors with a seamless, trustworthy process that feels
like an extension of your own website.
- Increase trust and legitimacy for external signers.
- Deliver a consistent and professional brand experience.
- Stand out from competitors using generic signing portals.
Data Validation Rules
Ensure the information you collect from vendors is accurate from the
start. Set rules for form fields (e.g., must be a valid email address, number format) to prevent common
errors and reduce rework.
- Improve the quality and accuracy of your vendor data.
- Reduce time spent correcting mistakes and incomplete forms.
- Streamline downstream processes that rely on this data.
Team Management & Permissions
Control who on your team can create, send, and view vendor agreements.
Assign roles and permissions to ensure compliance and security while empowering your team to work
efficiently.
- Maintain strict control over sensitive contractual information.
- Enable collaboration without sacrificing security.
- Scale your operations with clear roles and responsibilities.
In-Person Signing
Use the in-person signing workflow on a tablet or laptop to collect
signatures face-to-face and keep the available signing record. Legal effect depends on the applicable
requirements and transaction.
- Collect signatures in person without printing or scanning.
- Perfect for trade shows, on-site contractors, or field services.
- Combine the immediacy of in-person signing with digital security.
Compliance Requirements & Data Residency
HIPAA, 21 CFR Part 11, and GDPR requirements may apply depending on
the organization, data, and transaction. Review applicable service terms and data residency options for
your use case.
- Operate confidently in highly regulated industries.
- Satisfy data location requirements for global vendors.
- Reduce compliance risk with a platform built for security.
Automated Reminders & Expirations
Stop chasing signatures manually. Set automated email reminders for
pending agreements and define expiration dates to create urgency. The system does the follow-up work for
you.
- Significantly reduce the time it takes to get contracts back.
- Free up your team to focus on more strategic tasks.
- Maintain momentum in your procurement and onboarding cycles.
