5 uses of Ugosign workflows

1. Human resources

Human resources managers can use workflows to simplify the signing of employment contracts and amendments for their employees. Before an employment contract is signed, a recruitment process can be set up to ensure that a future employee is suitably qualified

This process enables candidates to be pre-qualified in order to limit recruitment errors and, by extension, the associated costs.

Employee onboarding

Workflows integrate naturally into your onboarding processes, facilitating each stage for a structured, personalized welcome. In particular, they enable :

• Sharing of essential documentation: access to company guides, internal policies, and practical resources for a rapid understanding of the working environment
• Tailored training courses: training in tools, IT security, and integration sessions in corporate values and culture.

Workflows optimize the integration of new arrivals, ongoing training for existing employees, and day-to-day administrative management (employment contract amendments, image rights, etc.), ensuring a smoother, more engaging experience.

2. Coaches

If you're a coach or consultant, then workflows are for you! They enable you to introduce your training program or the description of your consulting offer with the aim of converting your prospects into customers. Add sections of explanatory text to detail the terms of support or cancellation conditions.

Before signing, the customer receives a clear and precise presentation of the content of your offer.

This approach ensures that the customer fully understands each point before committing, thus reducing misunderstandings and potential disputes.

3. Insurance brokers

Are you an insurance broker looking to automate your processes? Use workflows to simplify and accelerate the management of your customer files by offering them a personalized path.

• Rapid signature of insurance contracts: You can manage the signing and renewal of contracts in just a few clicks, without the usual red tape. By automating the sending, tracking and receipt of documents, you save precious time while improving customer satisfaction. This fast, efficient process lets you focus on your core business, while ensuring a seamless experience for your customers

• Precise targeting of customer needs before signing: You can better understand your customers' expectations by asking targeted questions or presenting them with personalized offers before signing contracts. Thanks to Ugosign workflows, each step is optimized to gather essential information, enabling you to adjust your proposals according to specific profiles and needs. This process improves customer satisfaction and enables you to offer perfectly tailored solutions.
• Secure, long-term storage of signed documents: Ugosign workflows enable you to store all signed documents securely and durably. By automatically centralizing contracts and other important documents, you facilitate access while guaranteeing their integrity over time. This reliable storage system gives you peace of mind and improved organization in the management of your customer files.

With Ugosign, insurance brokers benefit from a flexible, high-performance solution to simplify their day-to-day business and deliver quality service.

With workflows, you can ensure that your customers fully understand the commitments of their contracts before they sign.

4. Accounting firms

Tax returns require the client to provide certain information and carry out essential preparatory steps. With Ugosign workflows, accounting firms can create a process that guides their clients through this pre-signature verification, reducing errors and round-trips.

Use case: Validation of prerequisites before a tax return

By creating a Ugosign workflow, you can send your customers a list of steps to be validated before signing the tax return. For example, you can include steps such as verifying income, business expenses or confirming the accuracy of supporting documents. This ensures that the customer has followed all the necessary steps before the final signature.

Workflow steps for prerequisite validation

• 1. Sending the list of prerequisite steps: The workflow begins by providing the customer with a list of all the steps to be completed before signing the tax return.
• 2. Confirmation of steps by customer: The customer validates each step by answering questions, confirming that he or she has reviewed the key information.
• 3. Signature of compliance: Once all steps have been validated, the customer signs electronically to confirm that he/she has completed the necessary prerequisites.
• 4. Sending the final document: The document is then automatically returned to the accounting firm for final review and preparation of the official tax return.

By using this workflow, you ensure that each customer has followed the essential steps before signing, thus limiting errors and omissions. This process improves the accuracy of tax returns and facilitates the accounting firm's work, while strengthening the relationship of trust with the customer.

5. Real estate agents

As real estate agents, you often need to get your customers to sign viewing mandates before showing them a property. With Ugosign, you can automate this process and easily manage these essential documents to ensure the compliance and security of your visits.

Use case: Quick signing of viewing orders

With Ugosign, you can create a workflow to automatically manage the signing of viewing mandates before each appointment. This workflow sends the mandate to the customer for signature as soon as a visit is scheduled, enabling you to obtain the signature in advance and avoid any delays on the day of the visit

Workflow steps for visit mandates

• 1. Automatic sending of the visit mandate: As soon as a visit is confirmed in your schedule, the workflow automatically sends the mandate to the customer for electronic signature.
• 2. Automated reminder before the visit: If the customer has not yet signed the mandate, a reminder is sent automatically before the visit to ensure that everything is in order.
• 3. Fast electronic signature: Customers can sign the visit mandate from their phone or computer, simplifying the process and avoiding delays at the meeting
• 4. Archiving of signed mandate: Once signed, the mandate is automatically archived in your system, ensuring complete traceability for each visit.

Thanks to this workflow, you save time in managing visit mandates and ensure legal compliance for each appointment. Your customers will also appreciate the speed and simplicity of the process, reinforcing their confidence in your professionalism.

In conclusion, Ugosign workflows are designed to adapt to the specific needs of many business sectors, whether real estate, accounting, insurance or any other field. By automating repetitive processes and ensuring document compliance, you gain in efficiency and offer your customers a smooth, professional experience. With Ugosign, you can set up customized workflows that precisely match your business requirements and optimize your day-to-day productivity.