Adobe EchoSign
Forget paper. Get documents signed. Easily. Securely. Anywhere.

Archive for April, 2013

April 30, 2013

EchoSign releases EchoSign for Salesforce Version 13!

Fresh off our fifth straight Salesforce AppExchange Customer Choice Award, the team has been busy updating Salesforce’s top eSignature app, and we are proud to announce that Adobe EchoSign for Salesforce version 13 is available today. The new tools address several areas from collaboration to onboarding to signer verification to help companies further reduce sales cycles and be more productive with their workflows.

With this release, we added a new powerful integration with Salesforce Chatter to help groups stay up to date and collaborate to close more deals faster. With Chatter, you can now receive updates when agreements are sent, viewed, and signed or when reminders are sent among other things.

You can also now include an approver role within the document workflow as well. For example, you can send a sales quote over to your VP of Sales for approval first and, once approved, EchoSign will automatically route the document out to your customer for signature. We’ve also made improvements to optimize document workflows. Your team can automatically, with a click of a button, send a document for signature which attaches a Quote PDF or uses custom contacts from an Opportunity in Salesforce. That makes sending an agreement for signature effortless.

Signer identity is another area we addressed by offering two new ways to authenticate signers. One is through knowledge-based authentication (KBA), where the signer proves their identity by answering questions taken from public and commercial databases. This is similar to how you would verify your identity when obtaining your credit report and is especially important for sensitive documents or more stringent workflows. In addition, signers can verify themselves using a third-party Web service such as Google, LinkedIn, or Facebook.

We’ve also made it easier and faster to get new users up and running even faster with a new step-by-step wizard that walks the Salesforce administrator through the setup process.

Adobe EchoSign for Salesforce drives the eSignature capabilities in Salesforce to the next level and makes it even easier for you to close deals faster in the cloud! Learn more by registering for an upcoming webinar: May 15th, 11am ES or May 15th, 2pm ES.

By Amy Wang, Senior Product Manager, Adobe EchoSign

Bookmark and Share
3:55 PM Permalink
April 22, 2013

Adobe EchoSign Launches New Green Meter for Earth Day 2013!

Did you or your company do anything for Earth Day this year? Today more than one billion people around the world will take part in the 43rd anniversary of Earth Day, but sometimes we all get a little too busy to do something special.

That’s why Adobe EchoSign built the Green Meter.  The Green Meter lets you show the world how sustainable you’ve been all year by simply converting the number of paper documents you saved by using  e-signatures into stats about how much water, waste, and wood that would be.

Adobe Echo Sign Green Meter

Now, we’re not saying that Earth Day is a contest or anything, but let’s just say that if it were, this would be your secret weapon. You can share these stats on Facebook or Twitter, or just use them as talking points at your big meeting this week.

We appreciate you helping us make a real difference to our environment every day of the year – not just on Earth Day. So go ahead and brag about it. You deserve it!

And if you really want to get your company’s name out there for being one of the most environmentally conscious companies in your industry, then post your stats to Earth Day’s Facebook Page, or use Twitter’s climate change hashtag #faceofclimate to socialize your sustainability efforts.

Using EchoSign to eliminate the printing of documents not only keeps with green practices, it also saves your organization money – what’s good for the planet is good for business. What other sustainability practices do you do to save paper and water and eliminate waste?

Author: Jon Perera, Vice President, EchoSign

Bookmark and Share
1:13 PM Permalink
April 18, 2013

Kennet Equipment Shortens Turnaround to Minutes Using Adobe EchoSign

When customers e-sign, they get the equipment they need more quickly to help their businesses grow. That’s why Kennet Equipment Leasing uses Adobe EchoSign to expand its reach and improve its customer service.

“With Adobe EchoSign, contracts are signed within minutes of sending via email,” says Tim Tainty, Kennet’s managing director. “Using EchoSign gives us a huge service advantage over the competition.”

Kennet provides financing solutions for companies that need to acquire expensive equipment. Before implementing EchoSign, it could take up to three days just to print, mail, and deliver a leasing agreement to a client. Now, as soon as the client makes a request, account managers at Kennet can upload an agreement through EchoSign and it’s ready for viewing with just a few mouse clicks. Plus, the software lets account managers track document status for timely follow-up and execution.

Learn more about how Kennet Leasing is improving customer care and sales here.

Author: Eitan Saban, Head of Client Success

Bookmark and Share
5:26 PM Permalink
April 15, 2013

TRC Staffing Cuts Recruiting Time in Half with Adobe EchoSign

TRC Staffing Services helps companies respond quickly and flexibly to changing business needs without excessive head count or unnecessary legal exposure. But with intense competition, speed and efficiency are critical to the success of TRC. Because TRC needs tools that help it vet candidates faster than its rivals, CIO John Clifford selected Adobe EchoSign.

“When we just handed candidates papers to fill out in our offices, it was difficult to get fully completed documents returned in a timely manner because often times the candidate would forget pertinent information at home,” he explains. “We implemented Adobe EchoSign to expedite the hiring process by managing documents more quickly and efficiently.”

With dozens of offices in 14 states, TRC’s hub-and-spoke paper process—in which branches sent physical documents to the corporate office—was prone to error and delay. After implementing Adobe EchoSign, candidates could complete forms and e-sign at any computer, guided by required and restricted fields that improved document accuracy. Completed forms are emailed automatically to the corporate office. Clifford estimates it cut the time in half it would have taken TRC to place more than 100 workers at 20 locations for one client.

“Adobe EchoSign isn’t just making our lives easier,” he says, “it’s helping our candidates and customers as well.”

Read more about how Adobe EchoSign helps TRC Staffing here.


Author: Eitan Saban, Head of Client Success

Bookmark and Share
5:50 PM Permalink
April 12, 2013

Penton Media Saves Time with Online Contracting from Adobe EchoSign

In addition to writing every ad insertion contract by hand, members of the sales team at Penton Media then had to manually track down hundreds of client signatures every month. It was a lengthy, inconsistent, and challenging process overall.

Penton is a B2B publishing company with dozens of titles and more than nine million subscribers to print and web publications. More than 1,000 employees are working to close ad insertion orders at any given time. By implementing Adobe EchoSign for automated web-based contract management, Penton has trimmed the order creation and execution process from weeks to just minutes.

“With Adobe EchoSign, our insertion order forms are automatically populated with information in Salesforce, and we can see when the order was created, sent and viewed by the client,” says Jarrod Kingston, Penton’s business systems manager. “EchoSign is also integrated with Conga, which makes the generation and mail merge of contracts very simple for all of the users.”

The dashboard in Adobe EchoSign also lets the sales and executive teams at Penton track agreements, see how long it takes to complete contracts, and forecast opportunities. By automating the process and integrating it with other tools, Adobe EchoSign improves ad placement and revenue because the company can collect an e-signature, complete a contract and start a campaign almost immediately.

“Adobe EchoSign has streamlined the entire operational spectrum from creation to submission to the order/billing department,” Kingston says. “This has been a huge improvement.”

Take a look at the full story of how EchoSign & Penton Media worked together here.

Author: Eitan Saban, Head of Client Success

Bookmark and Share
6:39 PM Permalink
April 8, 2013

Adobe EchoSign Customer Snapshot: Bryan Allen Events

“Adobe EchoSign is a life saver,” says Carver Wright, the company’s managing director. “With only 3 months to produce an entire event, every day matters. We are completing contracts within 72 hours because the process is easier for clients to sign, and we have a better view into the contract phases and outstanding issues.”

Managing special events is already hard enough which is why Bryan Allen Events, LLC sought to simplify some work by eliminating manual, paper-based workflows with a streamlined web contracting solution from Adobe EchoSign.

Bryan Allen Events used to rely on scanning, faxing, emailing, and printing to complete the hundreds of contracts, for speakers, vendors, sponsors, and staff members involved in an event. Completing the contracts alone could take up to one month. By automating business contracts via e-signing with Adobe EchoSign, the company has improved every aspect of its business.

Contract tracking and management tools mean documents automatically get to the right people faster to move the process along. It makes Bryan Allen Events more responsive and better able to deliver superior service.

Find out how else Adobe EchoSign is transforming Bryan Allen Events by clicking here.

Author: Eitan Saban, Head of Client Success

Bookmark and Share
10:33 AM Permalink
April 5, 2013

Adobe EchoSign Customer Snapshot: St. Paul Federal Credit Union

St. Paul Federal Credit Union may have only three branches in Minnesota’s capital city, but that doesn’t mean it’s not a full-service financial institution for its members. For those without convenient access to a brick-and-mortar branch, St. Paul Federal Credit Union turned to Adobe EchoSign to enable secure eSignatures.

“We realized we could save members time and money by moving to electronic loan documents,” says Chris Petersen, the credit union’s director of technology.

In search of a balance between security and convenience, St. Paul Federal Credit Union combined its thoughtful security policies with the security and encryption features in Adobe EchoSign. When members request a loan, for example, the credit union generates the appropriate PDF files and uploads them to Adobe EchoSign. Members can then access encrypted, password-secured documents from any web browser. Plus, embedded tags simplify the application process by showing members exactly where to sign.

Click to find out how else Adobe EchoSign improves customer service at St. Paul Federal Credit Union

Author: Eitan Saban, Head of Client Success

Bookmark and Share
1:39 PM Permalink
April 3, 2013

Adobe Study: Is Paper Now On The Endangered Species List?

New research unveiled today by Adobe Systems Incorporated (Nasdaq:ADBE) reveals important new insights from U.S. managers around digital business processes and paper.  According to the study, “Paper: An Endangered Species? the majority of the managers surveyed had overwhelmingly negative attitudes toward traditional paper-based processes and cite productivity, security, attracting talent and going green as the benefits of a completely digital workflow. The research is based on interviews with 1,051 U.S. managers in small, medium and large businesses.

Below are a few stats from the report:

  • 51% of respondents said that a digital workflow makes filing and managing documents easier;
  • 98% of respondents noted they still use paper in their transactions involving contracts;
  • More than two-thirds believe that paper-based contracts are prone to defacing;
  • 76% of respondents said they are impressed by companies that have a strong digital presence;

The data points referenced above come from a study commissioned by Adobe, produced by research firm Edelman Berland and conducted as an online survey among 1,051 U.S. managers who draft, send or sign contracts and agreements at small, medium and large companies. The margin of error for this study (n=1,051) is +/- 3.1%. The survey was fielded between Wednesday, January 30, 2013 and Friday, February 8, 2013.

For more information on the research results visit the study: Paper: An Endangered Species? and Paper: An Endangered Species? Infographic.

Bookmark and Share
1:21 PM Permalink
April 1, 2013

Adobe EchoSign Customer Snapshot: NYC University Physicians Network

Successfully managing busy physician practices requires working closely with a wide range of insurance providers—which gets increasingly complicated as the number of physician providers and patients grows.

University Physicians Network (UPN) is a multispecialty medical group with 1,600 doctors who work at  many of the leading hospitals and clinics in and around New York City, including the prestigious New York University Medical Center. UPN’s doctors serve patients covered by 20 insurers that regularly require contract review and approval. In the past, that meant printing contracts, mailing them to physicians, and submitting signed contracts to insurers. The process could take weeks.

With Adobe EchoSign, UPN automated the process without the need for special software or accounts. With only email and web access, signees can securely view and sign documents in just minutes.

“Adobe EchoSign completely eliminates document preparation for incredible time and cost savings. Instead of printing out 40-page contracts and shipping them to physicians, we can start the application process with a click of a button,” says Matt Penziner, senior director of managed care at UPN.

Physicians simply sign documents in Adobe EchoSign, which are then sent to UPN and insurers for review. Countersigned copies are then automatically forwarded to the proper contacts.

Learn more about UPN’s experience with Adobe EchoSign here.


Author: Eitan Saban, Head of Client Success

Bookmark and Share
8:22 PM Permalink


Send. Sign. Done. It's that's easy.

Free Trial

See how it works >

Ask a question