Overview
About the firm
An insurance and financial services provider handles customer documents as part of its daily operations. As its library of frequently used documents grew, the team needed a simpler way to prepare them for signing without repeating the same setup for every upload.
The challenge
Repeated tagging and a growing template library.
Users manually placed signature fields on documents, even when the same formats were used regularly. A separate Salesforce button for each template would also make document selection and maintenance increasingly difficult.
- Repetitive field placement slowed document preparation and increased the risk of errors.
- Similar template names made choosing the right document setup confusing.
- Template-specific buttons added complexity to Salesforce page layouts.
- Adding or replacing templates created ongoing configuration work.
The solution
Match the document. Populate the signing fields.
Sign Made Easy introduced intelligent template matching to compare uploaded documents with available templates. The matched template automatically applies its recipient details, messages, and configured signing fields.
- Automatic template matching reduces repetitive document tagging.
- One reusable Salesforce button supports multiple templates.
- Centralized template selection keeps the record page simpler.
- Template updates require less page-layout configuration.
The benefits
Less preparation. More consistent signing.
35+Hours saved every month by eliminating repetitive document tagging.
75%Faster document preparation with automatic template matching.
97%More consistent signing experience across frequently used documents.
