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Case Study
eBridge Increases Contract Return Rates with OnTask
Overview
eBridge is a web-based document management company, working with small and mid-sized businesses across
verticals, as well as government agencies. Creating document management solutions requires contracts and forms to
be signed by clients. Sending these documents out was a very manual process for them, costing their team time and
leading to challenges in getting documents returned. eBridge was seeking a way to make the process more efficient
for all parties involved and found OnTask.
Challenges
eBridge offers a solution tailored to helping businesses downsize on the amount of paper they are using, but were feeling
pains when it came to their own internal processes that relied on paper like collecting contracts and forms from clients.
Before finding OnTask, collecting contracts and forms
was a manual, multi-step process for the team at eBridge.
First, their team would have to create a PDF and send
to the appropriate party. Then, the receiver would have
to print and sign, scan, and email the documents back
to eBridge. Not only was this time consuming, but these
outdated processes led to missed opportunities for
follow-ups and longer return times on their contracts.
Initially, eBridge tried DocuSign for their automation
needs. However, they made the switch over to OnTask.
It was important to the eBridge team to be able to
create fillable forms and reusable templates, which
were pricey add-ons with DocuSign. To keep things
simple and within budget, they decided to try OnTask.
“Being able to set up a form online
that we have a template for so that
the entire team or whoever needs
to send them can has really made a
big difference.”
- Pat Sanchez, Customer Support Manager at eBridge
www.ontask.io






Results

Using OnTask has completely transformed the way
eBridge handles contracts and forms. Now, they are
able to quickly send a link to customers via email to fill
forms and sign documents digitally. Once completed,
these documents are automatically routed back to the
eBridge team.
“We’ve really been enjoying using OnTask – it has
streamlined many of our processes and saved the
entire team a lot of time and steps in getting contracts
and forms signed,” states Pat Sanchez, Customer
Support Manager at eBridge.
In addition to simplifying the process for customers,
OnTask has also improved eBridge’s form return rates
and reduced turnaround time. They have also seen
significantly less errors on returned documents as a result.
OnTask has given eBridge greater transparency into
their documents, allowing them to see where forms or
contracts are during the fill and sign phase. The ability
to schedule reminders with OnTask has also taken a
lot of stress off the eBridge team and further improved
their document return rates from clients.
“The reminders are awesome and make a big difference
to me.” says Sanchez. “Before, when our process was
manual, we had to set our own and then send out the
reminders to the client or prospective client notifying
them that they had something they hadn’t signed. With
OnTask, it sends the reminder to them and then we also
are notified that they got the reminder and that lets us
know if it’s something specific we want to follow up on.”
Ryan Cargo, Senior Software Engineer at eBridge was
the one tasked with setting up workflows and getting
OnTask up and running for his organization. While
there was a bit of a learning curve during the initial
set-up, the OnTask support team helped answer any
questions he had during the process.
“Any time spent implementing a
new workflow in OnTask is worth
it for the ease of use and the time
saved for our employees and
customers.”
- Ryan Cargo, Senior Software Engineer at eBridge
After getting set up, Ryan has enjoyed how easy making
edits in the tool is and the new product upgrades that
have been released during his time using it. “Once
you get the hang of it, everything is pretty easy. The
improvements that have been added to the application
have made the time I need to spend on implementing a
new workflow plummet,” states Ryan.
Today, eBridge uses OnTask for all of the forms and
contracts that they can within their organization. As
they move towards their next round of hiring, they plan
to use OnTask to make their onboarding process as
streamlined as their client contract process.
About eBridge
Founded in 2001 by two document-management
industry veterans, eBridge specializes in providing web-
based document management solutions to companies
of all sizes, across all verticals. Their focus is in helping
businesses reduce paper, maximize efficiency and
minimize their security risks. With a team of in-house
developers and support technicians, eBridge takes a
customer-centered approach to developing custom
document solutions.
About OnTask
OnTask is a workflow automation tool that makes it
easy for users to create digital documents and forms
for routing, review, approval, and signature. Whether
internal or external, participants can work on documents
and forms with ease, while giving administrators the
ability to track files as they travel through review, and
gain acceptance through verified digital signatures. For
more information, visit ontask.io.
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www.ontask.io