Figure 1. Points North Certified Payroll Reporting tool.

We’re excited to announce that we’ve partnered with Points North, an innovative data integration solutions provider, to integrate our electronic signature service within the Points North Certified Payroll Reporting product. Certified Payroll Reporting streamlines the reporting process and enhances regulatory compliance for hundreds of contractors who are required to report prevailing wages under the Davis-Bacon Act. Now with the integration of DocuSign, users can quickly generate and electronically sign certified payroll reports. Since the Points North product launched in early June 2010, more than 500 reports have been electronically signed and filed to government authorities.

Amanda Allard-Korell, marketing manager at Points North, states:

DocuSign is the market leader and standard for electronic signature, so integration with the Points North Certified Payroll Reporting solution was a natural fit. DocuSign further enhances our solution by providing the capability to electronically sign weekly certified payroll reports. Users can quickly generate, sign and submit their reports with the peace of mind that all electronically signed reports are compliant.

Figure 2. Seamlessly access the DocuSign electronic signature service to sign and complete reporting in compliance with Davis-Bacon Act

Contractors performing work on government subsidized projects are required to submit accurate and timely prevailing wage reports. This complex task can take hours when tracking multiple projects and employees. The Points North Certified Payroll Reporting solution streamlines this process by using imported payroll data from leading payroll providers to generate reports. Automating the signing process with DocuSign completes the reporting process and enhances compliance by providing a legally binding document. By extending the power of electronic signature from DocuSign within the Points North Certified Payroll Reporting solution, contractors can further streamline their reporting process, reducing their reporting efforts by up to 75 percent.

Matt Schiltz, vice president of business development at DocuSign, shares:

DocuSign and Points North partnered to provide a state of the art solution to better manage federally mandated Davis-Bacon reporting. Points North users can now leverage the power of DocuSign electronic signature services directly with the Points North reporting solution for a rich, complete and convenient end-to-end electronic signature management process. This partnership with Points North is another example of DocuSign’s leadership as the standard in electronic signature services and demonstrates Points North innovation in delivering world class solutions.

We’re excited to announce that Citadel Insurance Services in Florida uses the DocuSign electronic signature management service to complete and sign insurance documents online. Citadel, a leading personal insurance agency providing auto, home and business coverage, trusts the DocuSign electronic signature platform to quickly, securely and completely transact insurance documents online from anywhere, anytime.

Jennifer Shoaf, agent and project manager at Citadel Insurance, shares:

Citadel wanted to reduce paper and provide greater convenience to our clients so we tried a few electronic signature providers. We found DocuSign to be the most intuitive and the easiest to use. Plus, DocuSign’s templates are incredible. With DocuSign as the market leader, we get a flexible and simple solution to eliminate paper, streamline processes and reduce costs—all while providing our customers with the convenience of signing from any mobile device.

Citadel will eliminate the logistical nightmare of faxing, printing and mailing insurance forms to customers. By incorporating DocuSign into Citadel’s signing workflow, Citadel customers can complete insurance forms in minutes—not days. Plus, DocuSign offers the convenience of signing using any Apple® iPhone® (including the new iPhone 4), RIM® BlackBerry® or any other smartphone. You can even use DocuSign on the iPad for electronic signature! DocuSign provides Citadel customers with a fast and trusted method to complete insurance forms, thereby significantly reducing the time, environmental impact and cost of traditional paper-based processing.

Insurance companies across the country are adopting the DocuSign electronic signature management service. Leaders such as 1st Guard, BannerLife, iPipeline, QuickQuote, and more and more insurance carriers and agencies have migrated to DocuSign to ensure compliance and enhance client satisfaction. For more information on how the DocuSign eSignature management service can positively impact the insurance industry, click the links!

Steve King, president and CEO of DocuSign, leaves us with his thoughts:

We are pleased to be the trusted electronic signature provider for Citadel and look forward to working with them to continue to better serve their clients. We welcome Citadel and anticipate an accelerated on-boarding of other technology-enabled insurance companies wanting to close business faster, easier and more green using DocuSign.

Alliance Staffing Solutions, one of the fastest growing companies in Northeast Ohio, uses our electronic signature service to complete its candidate application process. Alliance uses DocuSign to quickly and easily send candidates employment application packages to complete and electronically sign—thereby avoiding the hassle of printing, signing and faxing or mailing bulky, multi-page applications. The volume of Alliance candidate application packages has increased by 100 percent over the prior year. Alliance successfully processes candidates with only a modest increase in staff due to efficiency gains using DocuSign electronic signature service. Alliance has experienced a revenue increase for the first half of 2010 by 129 percent over 2009 after deploying DocuSign.

Kate Masin, director of operations at Alliance Staffing Solutions, shares why Alliance Staffing Solutions selected DocuSign as its electronic signature solution:

As one of the largest staffing companies in our region, we process a large volume of applications and need the very latest technology to support and even accelerate our processes. In addition, with seven business units serving different industry sectors, we needed a more mature electronic signature solution that could accommodate the unique needs of each business unit. DocuSign was the perfect fit. DocuSign is the global standard and we’re delighted with the results we have received. We’ve seen 100 percent growth over prior year and a 129 percent increase in revenue for the first half of 2010. Much of this is attributed to the efficiencies we’ve gained using DocuSign. I’d recommend DocuSign to anyone wanting to enable technology to reduce costs, streamline operations and increase revenue—it worked for us!

Since deploying DocuSign, Alliance has seen the submission of online applications grow from 425 to nearly 900 new candidate applications each month. Despite a 100 percent growth rate in applications over the previous year, Alliance has only modestly grown staff due in part to increased efficiencies and enhanced productivity using the DocuSign electronic signature service. DocuSign’s easy to create templates, signing reminders, automatic conversion of Adobe® PDF form fields and other tools have streamlined Alliance workflows.

The DocuSign Electronic Signature Advantage

After reviewing several solutions, Alliance selected DocuSign based on the following key criteria:

• Ease of Use—DocuSign makes it easy for Alliance candidates to complete and electronically sign applications online from anywhere, anytime. This intuitive service closely replicates the traditional signing process, creating a positive client experience.
• Compliance—DocuSign includes advanced features such as automated reminders, guided signing and the ability to sign from a mobile device enhanced compliance. In addition, DocuSigned e-signature documents are legally binding, backed with a court admissible audit trail.
• Workflow Management—DocuSign automated the application workflow process allowing Alliance to process a 100 percent volume increase with only two additional administrative staff.

For more information about the business benefits DocuSign electronic signature provides Alliance Staffing, click to read the detailed case study!

We’re honored to be named a Top 50 Service Provider by Mortgage Technology magazine. Our inclusion as a Mortgage Technology Top 50 Service Provider was based on four major criteria—customer satisfaction, functionality, market share and viable revenue model. The providers on the list have satisfied users and show the ability to hold them by keeping those customers apace of the technology deployed by competing lenders.

According to Mortgage Technology, this year’s Top 50 Service Providers are mainstays with extensive mortgage experience. Although every year new companies make their way into the mortgage space, lenders continue to look for companies with longevity in mortgage. Additionally, industry consolidation is pushing some newcomers out of the market; therefore, the publication believes it is a good time for an established technology vendor with a proven track record, solid financials and a steady client base.

DocuSign continues to demonstrate leadership and market dominance in the electronic signature market, serving more than 30,000 customers and executing nearly 100 million signature events. As an example of DocuSign’s leadership, earlier this year DocuSign spearheaded an initiative for the FHA to clarify its position on electronic third-party signatures. On April 8, 2010, the FHA issued a mortgagee letter clarifying its policy, which is considered the first in what is expected to be a series of responses to this DocuSign initiative.

In June, DocuSign hosted the 2010 ESIGN Summit in San Francisco with a live keynote address from President Bill Clinton (via satellite). Gary Thomas, first vice president-elect of the National Association of REALTORS® presented, discussing how DocuSign enables REALTORS® and their clients to transact business from any place anytime. Other Industry visionaries and clients from mortgage and real estate sectors to technology and wealth management discussed the boundless opportunities to transact business more efficiently and environmentally friendly with DocuSign. To kick-off the Summit, DocuSign announced that it led a coalition in designating June 30 as National ESIGN Day to commemorate the 10-year anniversary of the signing of the Electronic Signatures in Global and National Commerce Act (ESIGN).

DocuSign provides the largest and fastest growing electronic signature platform available and enables mortgage professionals, small businesses and enterprise organizations to operate with greater agility, more efficiently, while enhancing profitability and compliance. DocuSign is the only award-winning electronic signature platform to securely manage and control the complete document signing process offering unlimited mobility and convenience.

Click for the full list of Mortgage Technology Top 50 Service Providers. Doug Wheeler, vice president of marketing for DocuSign, shares:

We are pleased to be recognized as a Top 50 Service Provider by Mortgage Technology. The DocuSign electronic signature service offers mortgage and real estate professionals a competitive advantage in a challenging market by providing the right tools at the right time to complete deals faster—from anywhere, anytime. We’re proud to be among this prestigious group of providers.

We’re excited to announce that Avantus, a leading provider of business information to mortgage and consumer lenders, property management firms and other businesses, selected our electronic signature services to securely expedite end-user agreements online. Following a substantial acquisition, Avantus employed DocuSign to automate and securely obtain signed service agreements from newly acquired clients.

Louis R. Capobianco, president of Avantus, shared:

We wanted a quick and painless way to get thousands of clients a new service agreement – and then we found DocuSign. Automating thousands of contracts for electronic signature was easy with DocuSign, and within days more than 75 percent signed and completed. We eliminated the cost of paper, postage and the extra time paper processes take. It was clear why DocuSign is the standard in electronic signature services.

With Avantus’ 25 page end-user agreement, sending contracts to thousands of newly acquired clients would have been a costly, monumental task, including the the initial printing, packaging, mailing and then the numerous follow-up requests for the documents to be signed and returned. Another factor Avantus considered included the management of the paper documents once signed and returned.

Avantus researched electronic signature providers and determined that DocuSign led in security, compliance and ease of use. DocuSign partnered with Avantus to develop a solution specifically tailored to meet its needs. Using DocuSign’s bulk sending tool, Avantus gained the ability to automate the process of sending thousands of digital contracts to clients while providing an easy and convenient method to sign and complete the agreements.

Using a PC, laptop or mobile device like iPad or iPhone, Avantus clients electronically signed and returned agreements in minutes—not days, thereby significantly reducing the time, environmental impact and cost of traditional paper-based processing. Delighted with the program’s overall success, Avantus is evaluating the integration of DocuSign within the Avantus online application process for an end-to-end online contracting solution.

Steve King, president and CEO of DocuSign, states:

We are pleased to be partnering with Avantus. We look forward to continuing our work with this forward-thinking financial services firm to reduce costs and accelerate the contract signing process online.

• contact management tools
• time management tools
• transaction management tools
• fully branded marketing tools
• document storage features

Wise Agent also offers 24 hour customer support – the only system in the real estate industry to do so. They also offer free live online training classes, great for you to learn how to link your Wise Agent account to your website, so you can capture and follow-up with new leads!

By seamlessly connecting technology, people and business practices, Wise Agent increases productivity, organization while making it easy for its members to give full service to their clients to build long term relationships. Wise Agent’s partnership with DocuSign brings electronic signature to Wise Agent’s members, allowing for a completely paperless transaction from listing to close and then stores all documents online for easy access.

Top 5 Reasons Wise Agent Chose DocuSign as its Electronic Signature Partner

5. In a world where being “green” matters, Wise Agent supports the idea of a paperless transaction.

4. The DocuSign user interface is simple and intuitive.

3. DocuSign is the trusted resource in the industry.

2. At Wise Agent, customer service is paramount. We always try to partner with companies that have similar ideals when it comes to customer support, and we feel DocuSign is one of those companies.

1. We really liked and believed in the people behind DocuSign, including An Bui, Mike Pressnall, and Dave Thorpe.

Want to learn more about Wise Agent and DocuSign? Click to learn how you can capture leads and nurture the relationship with Wise Agent before closing the deal with electronic signature from DocuSign!

We’re excited to announce that 1st Guard® Corporation has integrated DocuSign, the electronic signature management service, to complete and sign insurance applications online. 1st Guard, a leading truck insurance firm providing physical damage and non-trucking liability insurance to leased owner operators, trusts the DocuSign eSignature platform to quickly, securely and completely transact insurance documents online from anywhere, anytime.

Dan Ribar, chief information officer at 1st Guard, shared:

Our clients are truckers, essentially on the road 24×7 so we needed a flexible, mobile solution to meet their unique needs. With DocuSign, we get it all—ease of use, digital forms, legal compliance and complete mobility. Being able to complete election forms electronically is a huge benefit for our customers.

1st Guard has eliminated the logistical nightmare of faxing, printing and mailing applications to customers constantly on the move. By integrating DocuSign into their online workflows, 1st Guard customers can complete insurance election in minutes. Plus, DocuSign offers the convenience of signing using an Apple iPhone, RIM® BlackBerry® or any other smart phone – you can even use electronic signature on the Apple iPad. DocuSign provides 1st Guard customers with a fast, trusted method to complete insurance forms, thereby significantly reducing the time, environmental impact and cost of traditional paper-based processing.

Insurance companies across the country are adopting the DocuSign electronic signature management. Industry leaders such as Amica, BannerLife, First Premium, iPipeline, QuickQuote and hundreds of other insurance carriers and agencies have migrated to DocuSign to ensure compliance and enhance client satisfaction. Click for more information on how the DocuSign eSignature management service impacts the insurance industry in a positive way!

Steve King, president and CEO of DocuSign, provides additional insight into the trend of electronic signatures in the insurance industry:

We are pleased to be the trusted eSignature provider for 1st Guard and look forward to working with them continue to quickly and conveniently serve their clients. Customer service is a top priority for insurance carriers and we’ve seen a steep increase in the adoption of DocuSign across the insurance ecosystem. By automating the signing process and enabling consumers to complete forms online, from anywhere at any time, companies like 1st Guard can strengthen their ties with their customer base while cutting costs and improving efficiencies.

Make Your Voice Heard – Share Which E-Signature Features YOU WANT

We want your feedback on what features you value most in our electronic signature service to improve our e-sign offering.

Please take this short survey (approximately 16 questions or 5-7 minutes to complete) and let us know what features you find valuable and what features you don’t. Your input is vital to us. Please forward to any other real estate professionals that may also have input!

Thanks so much for your help!


- Tom Gonser, Vice President and Chief Strategy Officer, & the DocuSign Team

We’re excited to share that ADVANTIS Global Services, a leading IT staffing and technology consulting firm for Fortune 500 companies and mid-market, has selected electronic signature service to complete its contracting process. ADVANTIS uses DocuSign to quickly and easily finalize client recruiting contracts and consultant application packages online—thereby avoiding the hassle of printing, signing and faxing or mailing bulky, multi-page documents. ADVANTIS will migrate to a paperless process by deploying the DocuSign electronic signature service at all seven regional locations.

Jeff Taylor, chief operating officer of ADVANTIS Global Services, shares the moment they knew the needed to add electronic signature in their process:

When one of our recruiting channels used DocuSign to finalize a contract with us, a light bulb went off—we have to be doing this. As one of the major IT staffing and consulting companies in the high tech corridor, we process a large volume of candidate applications and client contracts so DocuSign just made sense. We needed the latest technology to support and accelerate processes throughout our various offices across the country and the solution had to accommodate the unique needs of each office. We found DocuSign to be the market leader and the best electronic signature solution available to meet our needs.

According to Taylor, ADVANTIS wanted an electronic signature solution that was fast, flexible and easy for its growing staff, remote clients and candidates. DocuSign proved easy to use with the ability to streamline workflows while offering the document customization necessary to better brand and support each regional office.

DocuSign enables ADVANTIS to manage large volumes of contracts by seamlessly connecting to ADVANTIS’ customer relationship management (CRM) tool. PDFs created in the CRM can be quickly prepared for e-signing through the DocuSign Console. The recipient receives an email notification indicating a document is ready for signature, adopts an electronic signature and in minutes is guided through the e-sign process. Once completed, an email notification is sent to all parties with a link to the final executed document. ADVANTIS can then save the signed digital document back into its CRM or archive within DocuSign.

Steve King, president and CEO of DocuSign, shares his thoughts on ADVANTIS’ use of technology to achieve business process efficiencies:

ADVANTIS Global Services successfully leverages technology to accelerate business in a highly competitive environment. DocuSign is pleased to be working with ADVANTIS to further streamline their business processes, increase efficiencies and enhance their service model for clients and candidates alike.

Click for more information on how DocuSign electronic signature can accelerate recruiting and staffing processes!

Doug Glagola, vice president at MeridianLink, explains how DocuSign extends MeridianLink’s platform, enabling the entire process to be conducted in the cloud:

With the success financial institutions are experiencing with their investment in online lending and account opening capabilities and the millions of loans and accounts now being originated online, it seemed only natural to also finalize and close the transaction online. With DocuSign, the entire process can be conducted seamlessly in the cloud—eliminating paper, hassles and wasted time. DocuSign is the final mile in completing the loan process.

MeridianLink’s platform, an online application, instantly generates pre-qualified loan decisions for all types of consumer loans and generates new accounts for all types of deposit accounts. Commercial loan origination and deposit accounts are also available. MeridianLink’s platform fully integrates loan origination and account opening, core processing and internal banking software in almost any configuration to produce a fully paperless lending and account opening program for any financial institution. Now with the integration of DocuSign electronic signature services within the MeridianLink platform, online transactions can be originated, approved, signed and funded without interruption. DocuSign finalizes the process by offering financial institutions and borrowers the convenience to electronically sign and complete the final mile of the process all within the MeridianLink workflow.

Just as the MeridianLink platform has transformed how loans and new deposit accounts are originated and processed, electronic signatures are further transforming these transactions so they are conducted entirely in the cloud. By moving loan and deposit account document signing into the cloud, financial institutions can leverage the time and cost efficiencies of cloud computing while gaining real-time insight into the signing process. And, through the integration of the DocuSign electronic signature platform, MeridianLink financial institution customers have complete real-time visibility into the entire process.

Dave Thorpe, market director at DocuSign, explains what integrating the DocuSign electronic signature solution into the MeridianLink platform means for banks and credit unions:

More than 450 banks and credit unions have currently deployed the MeridianLink platform. With the integration of the DocuSign electronic signature service, we anticipate an accelerated adoption of the MeridianLink automated loan and account opening solution. DocuSign is excited to align with MeridianLink and we look forward to collaborating with them to further extend the power of the DocuSign electronic signature platform and the MeridianLink’s platform in streamlining the loan and account opening process, reducing costs and ensuring the continued success of our joint customers.