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eSignature use cases: offer letters, loan applications and patient consent forms

Capture electronic signatures easily and integrate fully with any use case.

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Why Conga eSignature is different 

The data collected and stored (even if over a variety of different CRMs) during the signing process can be easily pulled into the Conga Revenue Lifecycle Cloud and can be used for any future need in the revenue lifecycle. 

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Offer letters

    • Offer letter signatures 

      Candidates must sign an offer letter to accept the job description, salary, and benefits. Human Resources prepares and sends the offer to a candidate. Quickly, the candidate can electronically sign the offer letter and the signed document is automatically sent to your repository of choice. 

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    • Human resources

      To put together an offer letter, the Human Resources representative must access the data to be pulled from a variety of CRMs, ERPs, and data sources. Additionally, the time to fill out an offer letter is time-consuming, and manual data entry can be error-prone.  

    • Legal

      Legal teams must make sure signatures are legitimate and compliant. Oftens, the lack of visibility into the signing process makes it hard to track and audit transactions. Having a secure and legally-approved eSignature process is vital to any legal representative. 

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    • Legally compliant signatures 

      ESIGN, UETA and eIDAS-compliant eSignatures that come with built-in anti-tampering controls secure each signature using digital signature technology.

    • Comprehensive audit trails

      Comprehensive audit trails for demonstrating your compliance and legal case—who signed, in what order, when, and where—with strong identity assurance. Authenticate the signer’s identity via email, SMS text code, ID Verification, Q&A, knowledge-based authentication (e.g., Equifax), DIGIPASS, and more. 

    • Custom branding

      Fully customize and brand the eSignature process to keep the spotlight on your brand—from start to finish— and drive high completion rates. 

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Loan applications 

    • Loan applications

      When a bank wants the ability for its customers to go on its website and easily apply for and sign the appropriate documents for a loan, the lack of an eSignature process that works within its entire business ecosystem can slow or disjoint the process. 

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    • Sales

      Sales teams want to ensure that applications and other documents can be easily accessed and signed directly on the bank’s website or portal. This ensures a seamless customer experience and leads to higher completion rates.  

    • Legal

      Legal teams must ensure signatures are legitimate and compliant. Often, the lack of visibility into the signing process makes it hard to track and audit transactions. Having a secure and legally-approved eSignature process is vital to any legal representative. 

    Woman smiling
    • Easily embedded signatures

      Easily embed eSignature solutions into your applications and/or website for a seamless customer experience and a one-stop, branded signing experience for customers.   

      Customers can easily upload the necessary documents as required by the bank and simply eSign the document with a few clicks. 

    • Sophisticated authentication 

      Authenticate the signer’s identity via email, SMS text code, ID Verification, Q&A, knowledge-based authentication (e.g., Equifax), DIGIPASS, and more to ensure the right people are accessing and signing sensitive documents. 

    • Custom branding

      Fully customize and brand the eSignature process to keep the spotlight on your brand—from start to finish—and drive high completion rates. 

    Close up of hands typing

Patient consent forms 

    • Patient consent forms 

      A patient must sign a consent form online before going to their medical appointment. They have several consent forms they need to sign to eCheck-in. Without proper eSignature, patients are unable to sign their consent forms, preventing speedy check-in. 

    Nurse speaking to patient
    • Business operations 

      Operations teams must ensure that important documents can be easily accessed and signed directly on the healthcare company’s website or portal. This ensures a seamless customer experience and leads to higher completion rates. 

    • Legal

      Legal need to make sure signatures are legitimate and compliant. Often, the lack of visibility into the signing process makes it hard to track and audit transactions. Having a secure and legally-approved eSignature process is vital to any legal representative.

    Woman at desk
    • Embed into your user interface 

      Companies can easily embed eSignature solutions into their own applications and/or website for a seamless customer experience and a one-stop, branded signing experience for their customers.  With just a few clicks, customers can check-in quickly and cut down the time of their visit. 

    • Sophisticated authentication 

      Authenticate the signer’s identity via email, SMS text code, ID Verification, Q&A, knowledge-based authentication (e.g., Equifax), DIGIPASS, and more to ensure the right people are accessing and signing sensitive documents. 

    • Legally compliant 

      ESIGN, UETA and eIDAS-compliant eSignatures that come with built-in anti-tampering controls that secure each signature using digital signature technology. 

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Hear from Conga customers

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Autism CRC 

‘We’ve had researchers who have said that they’ve got their weekends back.’

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Mount Yale Capital Group

'Once we saw what it could do, there wasn’t any need to look elsewhere.’

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Conga Sign

Conga Sign is a compliant, secure, and industry-leading signature solution that allows you to capture the essential signatures you need, wherever and whenever you need them.