atroad newsletter casestudy

8/14/2019 AtRoad Newsletter CaseStudy

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natures, Signatures, Contract Management, NDA, and Document ... http://fasttrike.com/echosign/aroad.html

2/12/2007 12

Using EchoSign, @Road Eliminates PersonalFrustration From Contract Management

@Road Inc. provides companies with hosted MobileResource Management solutions that integratewireless communications, location-based services,software applications, transaction processing and the

Internet, connecting mobile workforces to real-time corporate data. The companys

630 workers provide services to more than 193,000 subscribers and end-usersworld-wide.

Headquartered in Fremont, California, the company maintains a global presence withoffices in North America, Europe and Asia.

@Road contracts were created by headquarters, printed by a sales person, faxed tothe customer, who would fill in information by hand, faxed back to the sales person,and then, finally, faxed to company headquarters.

By the time a document reached headquarters, it was often very degraded and hardto read, says JD Fay, @Road Senior Vice President, Corporate Affairs and GeneralCounsel. We needed contracts returned faster and in a more legible format.

Once returned, contracts were then scanned to create a digital archive. It justwasnt efficient or scalable, says Fay. Wed end up with illegible documents, wastedtime, and a slow process.

@Road needed a document delivery and management solution that could handle ahigh volume of contracts from remote sales people on three continents, as well astelesales, quickly.

To begin the transition to a more turnkey solution, @Roads Legal Departmentapproved 15 different documents to be used in the contract process. The salesperson would simply pick the right document which had details locked down withform fields, Fay says. That way, we minimized the risk of unauthorized changes tothe terms and conditions.

@Road turned to EchoSign for document delivery. The fact that EchoSign is ahosted, super thin, intuitive system that can be employed instantly without an ERPtask force is a big plus, Fay says. The ability to continue using handwrittensignatures was also essential.

With EchoSign, the sales person in the field emails the newly created contracts tocustomers who fill in their name and address, sign the document, and then EchoSigna perfect digital copy back to the sales person and headquarters.

This helps a tremendous amount with legibility, Fay says. We want sales peopleselling, not answering phone calls from headquarters about hard-to-read contractdetails.

Document management was easy too because EchoSign automatically created adigital copy of every document, eliminating printing and scanning. All @Road needsto do is drag the digital copy into the companys document management system.

@Road was so impressed that when it launched its software-as-a-service solutions inthe UK earlier this year, it made EchoSign its central document and contract hub.

For our new UK team, EchoSign is all they know, Fay says.

Documents are still reviewed, approved, and signed at @Roads headquarters. Withthe eight hour time difference, speed is essential. EchoSign automatically emails thedocument to decision-makers as soon as the customer signs it.

Everyone on the cc list is kept up-to-date on the contracts progress, Fay says. If Im not in the office, I can still see the document on my Blackberry.

To put it succinctly, EchoSign eliminates personal frustration, Fay says. Were ableto manage all of our contract needs and at the same time minimize problems anderrors.

About EchoSignEchoSign is the easiest and fastest way t o get a document signed.With EchoSign, you have unlimited document exchange, execution andtracking accessible anytime from anywhere.

About EchoSign (PDF)

EchoSign Whitepaper (PDF)

Here's what people are saying about us:

Solving an Unsolved Problem"a solution to an untapped office problem that isn't online yet:document management and verification. The company manages digital signatures overthe Web for human resources departments, stock option documents and salescontracts."

Forbes.com , 08/21/2006

EchoSign Wins the IBD Networks Judges Choice for Best Office 2.0 Application

"EchoSign solves a long term problem of handling, tracking

About EchoSign

Articles & Press Releases

How It Works

Whos Using EchoSign

Privacy, Security, Confidentiality

Management and Investors

EchoBlog

Contact Us


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2/12/2007 12

and storing company documents that have to get signedand then manages them once they are signed. It also goesa step further than the standard Jfax service by automatingthe process of emailing a copy of the signed document out to all the parties that needit."

Under The Radar , 08/16/2006

EchoSign Solves Signature PageWoes

"EchoSign definitely fixes a big problem for companies trying to keep executedagreements and other documents organized."

TechCrunch , 01/02/2006

First Web 2.0 DocumentTracking and ManagementService

"Leverages innovative internet technologies to enable easy and efficient signing,tracking, archiving and sharing of documents."

Yahoo! Finance , 03/21/2006

Instantly Sign any Document

"EchoSign has quickly taken off as a way to instantly eliminate t he headaches andenvironmental impacts of paperwork. With just a web browser, two or more peopleanywhere in the world can instantly sign any document at any time."

TMC Net , 06/29/2006

Ideal Way to M anage the Flow

"[EchoSign] is ideal for the day-to-day flow of documents that need signing." ZDNet, 08/15/06

As Easy as Sending Out E-mail"Getting an agreement signed through EchoSign is as easy as sending out an e-mail.Users simply send an agree ment that needs to be signed through EchoSign.com. That'sit. Upon receiving the [signed documents], EchoSign automatically e-mails signed copiesof the agreement to all parties by a PDF."

KVBC TVt, 07/04/2006

Solves a Major Gap

"EchoSign solves a major gap in this world the signing of agre ements. When youhave an agreement for someone to sign, you send it through EchoSign to them, theyprint, sign, fax, and viola a PDF copy is e-mailed to parti es. Simple and innovative."

Rev2.0 , 04/29/2006

Dramatically Reduces Costs"EchoSign dramatically reduces the cost and complexity of managing signed documents and contracts for small, mediumand large businesses. There is no software to install, no trainingrequired, and there are no new systems to learn."

ALTA (American Land Title Association) , 03/22/2006

Fills a Real Pain Point"EchoSign fills a real pain point for businessand individuals that are trying to juggle obtaining signatures on multiple contracts."

Alison Murdock , President, IBDNetwork 8/16/06

Secure and Unalterable"EchoSign - A website for sending, signing, tracking and storing documents on theinternet. Your signed documents are secure, unalterable, and no one sees them unlessyou want them to."

EHub , 04/27/2006

Super Simple"While we were midway through a skype call, they fired me the NDA through the onlineechosign service. I reviewed it, was happy, so gave my electronic agreement inechosign, and its done! No faxing (although it will fax or allow you to fax in if required),

just a super simple way of confirming agreement[s] between companies online." Decisive Flow , 05/26/2006

Instant Access from Anywhere"With EchoSign, users have instant access from anywhere to all of their agreements aswell as their status which documents are still out for signature; which ones havebeen signed; and which ones haven't. EchoSign both automatically tracks down writtenfax signatures, and also has an optional e-signature feature that makes it e ven easier tosign documents from any location."

Web 2.0 Journal , 03/22/2006


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Helps Businesses Comply withSarbanes-Oxley

"EchoSign helps businesses comply with Sarbanes- Oxley and other federal regulationsby providing third party verification of when documents are delivered, when they aresigned, and who has received copies."

Sarbanes-Oxley Compliance Journal , 04/25/2006

The Right Tool for the Task

"Does your business struggle to keep track of signed agreements, invoices, approvalsand contracts? . . . Send copies to anyone you've designated: your assistant, the salesteam, HR or anyone else involved in the process. EchoSign also stores a copy of eachdocument in your account for archiving."

Small Business Computing , 05/18/2006

Close Customer ContractsInstantly

"Need an agreement to be signed by your customer? Simply send it through EchoSign,your customers can then print, sign, fax, and viola - a PDF copy is e-mailed to all towhom it may concern."

NEOBinaries, 07/20/2006

Continually Check DocumentStatus

"EchoSign has launched a Web 2.0 document management system that automatessigning, tracking and archiving of agreements and contracts ... The service works withany computer and email system, turning documents into PDFs in transit, and thenarchives the files. Functions include ale rts, documents sharing, and signature status.The agreement section can support 1,000 100-page documents withouth latency,allowing users to continually view and check document status without continually

refreshing web pages." IT News , 03/22/2006

Near-Paperless Process"I think the last time I did something like this was through Monster.com's fax serviceI had to get some signatures to my old dentist and it was a big hassle to use the clumsyadware application to paste the document together. I'm sure that Jeff Zwelling andEchoSign, Inc. will save some trees and take "web-based document management"mainstream."

Knowing Art , 03/17/2006

EchoSign Makes Sure it Gets Signed

"Users email out terms of sale or other paperwork through EchoSign, and EchoSignautomatically makes sure it gets signed (by fax or e-signature), and that copies are sentto all parties. It also stores a copy of the document ... It might be as simple as agreeingto a standard refund / satisfaction policy in the case of jewelry; or in the case of

merchants who use eBay as an extension of an existing online store, a way to get themto agree to the T&Cs they would have agreed to if they'd purchased directly via theonline store rather than eBay."

AuctionBytes , 03/19/2006

Tracks Docs with AJAX"And EchoSign archives all of its users documents in the standard PDF format, with thesignature included."

AjaxWorld , 04/28/2006

Works with Any Computer

"The service works with any computer and e-mail system, turning documents into PDFsin transit, and then archives the files. Functions include alerts, documents sharing, andsignature status."

TechWeb , 03/21/2006

Cross Platform Functionality"EchoSign you email someone a PDF that needs a signature. They print and sign it,then fax it to an EchoSign fax number. EchoSign then emails a signed PDF to alldesignated recipients. Lots of security, lots of cross platform functionality. Pretty cool.It's a free service at the level where they store your 20 most recently sent documents.More features and storage at higher price points. "

The Social Software Weblog , 04/27/2006

Legally Binding

"www.echosign.com: A new Web service that facilitates the signing of legally bindingcontracts. You can send a contract as an e-mail, which arrives with a bar-coded coversheet. After printing and signing it, the recipient faxes the contract back to a toll-freenumber. All documents faxed to that number are permanently stored with statusinformation, telling you, for example, which ones are still awaiting signatures. Storage isfree up to 20 documents."


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IT Business , 03/15/2006

It's a Per sonal Quest of M ine . . ."It's a personal quest of mine to eventually run a true paperless office, so so I'mconstantly looking for services to move in that direction. One of the largest obstacles indoing so would be to circumnavigate the need for signed documents, which would beimpossible (unfortunately) in today's litigious world. EchoSign solves the problem byallowing you to send documents, have the end-party sign it, and then fax it back to anaccount which saves the signed document as a PDF file for archiving. Both partiesreceive a copy of the signed PDF. You never have to deal with a single piece of paper.Sending a test agreement took about 2 minutes total, half of which was spent filling outthe registration form, and the best part i s that it's free . . . "

API Talk , 01/19/2006

Sign Here Pl ease . . .

"For most people, the task of creating and negotiating contracts was transformed someten years ago, when email "tipped" and became the preferred mode of businesscommunication. Drafts are prepared in Word, then emailed back and forth. Most of thetime, changes are marked up (although sometimes not, but that's another story), andeventually a final version emerges, ready to sign.

"It's at this point that things go decidedly l ow-tech. Despite much e-signature talk andbuzz over the years, the task of signing contracts still seems to happen with pen, paper,fedex and fax.

"But where do you look when, 6 months down the road, a dispute is looming, and youwant to check the final terms of the contract you signed? Do you trust the lastelectronic copy buried deep in your email archives, or do you go rummaging around forthe signed piece of paper? . . .

"All you do is browse to EchoSign, upload your final contract, tel l it who needs to sign,and the contract is emailed to al l relevant parties. They print, sign, and fax it back toyour EchoSign number, and the final signed versions are stored as PDFs for future

reference. Easy." Strategize , 01/03/2006

Reduces Headaches"EchoSign is a great new service that will save a lot of time i f you need to getsignatures on documents . . . its SSL secured, and pages encrypted and unalterable.EchoSign can really reduce some of the headaches if you have lots of signed documents

and you cant beat the price." VerusNova , 05/31/2006

Automatically Organizes"The novel exchange platform keeps track of all your executed documents, andautomatically organizes them and makes them accessible at anytime. The service workswith any computer and email system, turning documents into PDFs in transit, and thenarchives the files. There is no software to install, no training r equired, and there are nonew systems to learn. Storage is free for up to 20 documents."

Web2.0 Sites , 05/25/2006

Enabling the Paperless Society

[Translation] "Since the time when the PC first became popular, the idea of actualizingthe paperless society has often been discussed, but has not become a reality. Theproblem with the digitization of documents is that the management of the documents isoften analog. EchoSign makes it all digital. EchoSign makes it simple to exchange anddigitize documents via fax, and makes it possible to avoid the problems associated withfax exchange of documents. All your various documents are now digitized, makingdocument management work."

100Shiki , 01/13/2006

Making the Contract SignatureProcess Electronic

"I work with a lot of contracts in my business, so I am especially intrigued by EchoSign.Essentially EchoSign seeks to make the contract signature process electronic, getting ridof multiple paper versions of contract."

Pactum , 01/24/2006

A Favorite"EchoSign automatically turns the fax into a pdf and emails it to you so you get aneasier-to-manage soft copy."

Kulveer , 03/29/2006

Safe and Secure"As simple to use as electronic mail . . . EchoSign works with Word, Excel.evenWordPerfect all kept safe so your documents will not be accessible by anybody."

GenBeta , 05/04/2006

EchoSign Goes Further

"Efax helps somewhat [with document management] and I often ask people to senddocs to my efax number so that I have an electronic copy. But EchoSign, besides beingfree, goes further. Once a document is finalized, you simply upload i t to the site and


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use their interface to email it out to everyone. The emailed document includes a faxcover sheet with the fax number pre-filled. The other side simply prints it, signs it, andsends it to the fax number on the pre-printed form. The original party then receives apdf version of the signed document for filing, printing and/or forwarding."

TechCrunch , 01/02/2006

And Others:

Antlovers , 01/09/2006Web 2.0 Innovation Map , 02/15/2006IT Redux/ Office 2.0 Database , 05/01/2006On Computers , 05/01/2006Collection Software Pro , 06/28/2006Oregon Herald , 03/29/2006

CRM2Day, 04/20/2006Cool Tools for Online Fools , 01/07/2006Contract Managment News , 04/28/2006Share 2.0 , 01/04/2006IT Toolbox , 04/30/2006Web Design Company , 06/28/2006Everything Web 2.0 , 03/10/2006The eConsultant: Top Web 2.0 Sites , 03/02/2006Web 2.0 List , 03/21/2006Small Biz Survival , 05/23/2006Investment Management Software , 05/10/06TechSearch , 03/14/2006Document Management Blog , 06/23/2006Web 2.0 Journal , 03/22/2006Web 2.0 Megalist , 05/21/2006Datamation , 05/16/2006Web 2.0 Dienst , 05/18/2006First Sustainable , 06/27/2006Earthsite.net , 06/28/2006Web Design Company Expert , 06/27/2006One Stop Thought Shop , 04/27/2006

Daily Webby , 05/01/2006Central Desktop , 05/01/2006 Alonovo , 06/27/2006The Medical Blog Network , 06/29/2006MedMusings , 06/29/2006365Key , 04/29/2006Search 2.0 , 06/01/2006WISN/ The Milwaukee Channel , 07/05/2006KPLC-TV; KVBC-TV; WKYT-TV; 07/06/2006Think | Pipeline , 07/03/2006Chinalabs.com , 02/02/2006TieCon 2006 , 05/13/2006Key Analysis , 05/28/2006ekosTV , 07/04/2006Communicate or Die , 05/01/2006Simple and Loveable , 05/23/2006Unofficially Everything Google , 06/10/2006Oakland Metro News , 07/03/2006Meeblog , 08/11/06