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Amelia Deploys PandaDoc for Company-Wide Electronic Signature Needs

PandaDoc, a leading all-in-one document automation software, announced a new Enterprise partnership with Amelia, an IPsoft Company and leader in automation and conversational AI, to streamline electronic signing processes for the company’s legal, finance, human resources, and information security departments.

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Amelia began by using PandaDoc’s Free eSign product at the beginning of the pandemic and soon transitioned to an enterprise plan for custom roles, white labeling and workspaces. While Amelia was searching for ways to help streamline its newly remote workforce, the company also sought to transition from a previous eSignature solution, which was not very user-friendly and complicated their internal processes because of too many unnecessary features.

“So many of our documents touch several departments at once, so we needed a solution that is easy for any of our teams to use and that can manage user roles and permissions as our people work outside the office. We also sought a tool that would provide an audit trail to easily track changes within documents,” said Jerry Levine, Global General Counsel and Corporate Secretary for IPsoft. “PandaDoc fulfilled all those needs and more. We use PandaDoc now for most of our documents that require eSignatures. The system is very user friendly, so our team was able to get set up with little transition time, and it has already minimized back and forth and email searches so that we can get documents signed quickly.”

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Since deploying PandaDoc in March, Amelia has sent hundreds of documents. Using PandaDoc, the company spends an average of two minutes creating and sending each document and receives final signatures on documents within half an hour of sending.

“Free eSign was launched at the beginning of the pandemic to help businesses stay running through the lockdowns and switch to remote working effectively. We’re proud to have helped Amelia with their transition to remote working and are thrilled to expand our relationship through an enterprise partnership,” said Shawn Herring, VP of Marketing for PandaDoc. “We look forward to continuing to provide Amelia an all-in-one easy-to-use solution for secure and legally binding eSignatures.”

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