From XU Magazine, 
Issue 36

How a DocuSign integration helps Autonomate get back time

Save 15-minutes on each Xero contract and get agreements signed faster

Creating Xero documents like invoices and quotes? Discover how to automate document execution with the free DocuSign electronic signature integration.
This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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Autonomate, based in the UK, provides customised Robotic Process Automation (RPA) services to make organisations more cost and time efficient. Demand quickly skyrocketed as clients recognised the value of cloud automation programs, software robots and intelligent data processing.

In line with their mission, the organisation saw an opportunity to streamline their own internal processes, in particular, with the way they manage client contracts and consultancy quotes. With a fully-integrated electronic signature system, Autonomate could make customer-facing workflows as seamless as possible.

Previously, the organisation had to manually export agreements from Xero in a PDF format. They would then need to manually follow prompts for each contract, input important information and send the contract to customers for signing via a standalone electronic signature tool.

This was proving to be unnecessarily time-consuming for Autonomate, with a clunky workflow that required using both Xero and the electronic signature tool individually. Autonomate wanted to improve their contracting process and free up the time spent on administrative work.

“As an automation company, we naturally want to automate as many of our manual processes as possible,” says Autonomate’s COO, David Share. “We saw this project as a necessity given its potential to improve productivity and save time, money and energy for our four-person team.”

After investigating some options, they discovered the free DocuSign + Xero integration made by Amaka in partnership with DocuSign. Amaka worked closely with Autonomate to understand its business requirements and contracting workflow. The implementation process was straightforward, with no impact or disruption on Autonomate’s day-to-day activities.

“The integration was extremely easy and the support from Amaka was amazing. I had it running and was testing functionality within about 5 minutes of the tool going live,” Share adds. “I also spent time customising the branding side of the DocuSign portal, which only took about 30 minutes.”
“The entire contracting process now happens either the same day or within 48 hours. Prior to using DocuSign the whole process would take 3-5 days to get the client to sign and then my team would manually need to upload the document back to Xero.”

The integrated solution saves Autonomate’s teams approximately 15 minutes per contract, with the entire process generally completed within hours. Everything is fully tracked within the platform, with automatic prompts and follow-ups sent when required.

“The DocuSign integration works very well and our whole team is really impressed,” Share says. “We’ve had no major challenges introducing it to our team and everyone is very happy with it as a whole.”
“They’ve helped transform a somewhat difficult process into a quick and painless interaction that’s done in minutes.”

Why leave it there?

To discover how to get started for free with DocuSign + Xero

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