Many types of complex contracts require multiple sign-off and additional documentation. The more complex workflow the better, for Agreement Express. Its robust set of built-in automation features automates even the most complex paper-process.
Does your industry use a complex workflow and require multiple supporting documents, forms or touchpoints? Here are common industries that use Agreement Express:
- Insurance
- Wealth management
- Epayment and merchant card service application forms
- HR employee onboarding
- Equipment lease agreements
- Property rentals
Some documents need to be dynamically added to a contract package depending on customer selections in the ‘master’ agreement, approval of internal and external signatories, and where data is mapped and supporting documents are routed for internal and systems of record.
Workflow Automation is as easy as ABC with Agreement Express
Automated Touchpoints
We make sure contracts follow the same approval, review and sign-off order they naturally would — automatically. For example, a client fills out a new account application; next the company gets the application for quotation, and then it’s sent back to the client for final signature. Final copies may need to go to other departments in the organization and suppliers. No matter how complex, every touch point and sign-off can be automated and sent to the right people at the right time and in the right order.
Business Rules
Every approval process follows a set of business rules depending on responses to certain questions. A new customer application form may ask options for preferred method of payment. If a customer selects “direct withdrawal,” then the automatic withdrawal agreement form is launched and routed to the right department. This is one example of the countless business rules Agreement Express supports.
Contract Support Documentation
Contracts are not static, they usually need support documentation added to complete the process. This may be a direct withdrawal agreement that needs a copy of a VOID check. Agreement Express makes sure people who sign a contract are prompted to upload the necessary contract support documentation, and it can be done with one click of their mouse.