Overview
About the firm
An outsourcing and offshoring provider specializes in healthcare virtual assistant services. Through remote staffing, it helps healthcare businesses streamline operations, reduce overhead, and improve patient experiences.
The challenge
High costs and limited workflow flexibility.
After more than two years using Conga Sign and Conga Composer, the team needed a more affordable and responsive solution for document generation and electronic signatures.
- High platform costs put pressure on the budget.
- Slow support responses delayed assistance.
- Encrypted writeback fields were not supported.
- Limited automation created friction in document workflows.
The solution
Connected document generation and eSigning.
The provider adopted Sign Made Easy alongside Docs Made Easy, bringing Salesforce-integrated electronic signatures and document generation into its workflow.
- A simpler interface supported faster user adoption.
- Responsive support and on-call training guided the team.
- More affordable pricing helped reduce operating costs.
- Connected tools improved control over document processes.
The benefits
Lower costs. Faster support. More automation.
55%
Reduction in costs.
80%
Improvement in support response time.
87%
Automation in document generation and eSigning.
