CASE STUDY
DHOKIYAS
TAT reduction from 2 days to 30-60 minutes, eliminating signer costs, and automated workflows for client agreements.
Client Overview
Dhokiyas, a renowned name in financial research and advisory, handles high volumes of sensitive client agreements daily. By integrating ZoopSign's API solution, they have completely modernized their document signing process, boosting efficiency while reducing costs.
The Challenge
Before adopting ZoopSign, Dhokiyas faced significant inefficiencies in their agreement workflows:
- Prolonged Turnaround Times
Document signing previously took 2 days, as signers had to print, sign, scan, and upload via email.
- High Costs for Signers
Clients incurred printing expenses, which added friction to the process.
- Time-Consuming Manual Tasks
Senders had to manually explain steps to signers, track documents, and repeatedly send reminders.
- Additional Hiring Costs
Hiring back-office staff to track and manage signatures increased operational costs.
The Solution
ZoopSign's API integration allowed Dhokiyas to automate their document signing workflows.
- API Integration: Implemented ZoopSign's API to automate document signing workflows and reduce dashboard reliance.
- Automated Workflows: Automated tracking, reminders, and reporting processes for efficient document management.
- Scalable Solution: Improved scalability for handling bulk transactions with seamless processing.
Features They Loved
- API integration for automated document workflows.
- Dashboard for managing exceptions like failed transactions.
- Automated tracking and reminders for efficient document processing.
How It Works for Dhokiyas
Dhokiyas integrated ZoopSign's API into their existing systems to automate their document signing workflows. While primarily relying on the API, they use ZoopSign's dashboard for managing exceptions like failed transactions, creating a comprehensive solution for their document signing needs.
Outcomes Achieved
Drastic Reduction in TAT
Signing time was reduced from 2 days to just 30-60 minutes.
Elimination of Signing Costs
No more printing costs for signers, providing convenience and improving client satisfaction.
Time Savings for Senders
Automation removed the need for staff to explain signing processes or manually track and send reminders.
Reduced Hiring Costs
Eliminated the need to hire back-office executives for tracking and management.
Feedback & Follow-Up
Dhokiyas rated ZoopSign 5/5, highlighting its ease of use, efficiency, and reliability. They provided valuable feedback for further refining ZoopSign's API and dashboard offerings: API Notifications for invite failures (e.g., invalid emails, incorrect phone numbers, or WhatsApp unavailability), ensuring documents always reach the sender after being signed by recipients, and Bulk Send for the dashboard to simplify high-volume operations. ZoopSign has acknowledged these suggestions, with relevant features currently under development.
Key Benefits at a Glance
- TAT: Reduced from 2 days to 30-60 minutes.
- Cost Savings: Zero costs for signers and reduced operational/hiring costs for Dhokiyas.
- Efficiency: Automated workflows saved senders time on tracking and reminders.
- Scalability: Seamless integration of ZoopSign's API into their systems.
Future Scope
Currently, Dhokiyas continues to handle HR document signing manually due to the requirement of affixing a company seal. They've been informed that ZoopSign will soon support this feature via templates, making the process fully digital.