OnTask
26 Case Studies
A OnTask Case Study
ebridge, a web-based document management company, faced a manual and inefficient process for getting client contracts and forms signed. Their outdated method of sending PDFs to be printed, signed, scanned, and returned was time-consuming and led to long turnaround times. After an initial trial with DocuSign proved too expensive for the needed features, they turned to the OnTask workflow automation tool for a solution.
By implementing OnTask, ebridge gained the ability to create fillable forms and reusable templates, which they sent to clients via email. The OnTask platform automated the entire process, including sending reminders, which significantly improved document return rates and reduced errors. This solution saved the ebridge team considerable time, provided greater transparency into document status, and reduced the average turnaround time for contracts.
Pat Sanchez
Customer Support Manager