Industry-wide automated KYC, eSign, Digital Stamping & eMandate Solutions

Financial and Banking Institutions

SignDesk enables financial institutions to onboard customers digitally, handle signing documents, pay Stamp Duty online in real-time, and automate recurring debit transactions effortlessly and cost-effectively. Financial institutions like Banks and NBFCs can use SignDesk either through APIs, mobile SDK, or as a standalone system which can be accessed through a web browser or intranet network.

SignDesk can also be integrated with any of the existing applications such as internet banking, core banking system, loan authorisation system, cheque truncation system, CRM system, ERP system or any other process automation or business workflow management tools to digitally sign & dispatch the documents without any manual intervention. Different SignDesk APIs together can eliminate the necessity of handling physical papers and human efforts to even 100%.

  • Account Change/Maintenance Forms
  • RBI VCIP-compliant Onboarding
  • End-to-end loan disbursement
  • Retainer Contracts
  • Term Sheets
  • Loan Applications
  • Online stamp duty payment
  • Loan Documentation
  • Audit Sign Off
  • Disclosures
  • Credit Reports
  • Compliance Processes
  • Subscription Documents
  • Redemption Requests
  • Account Maintenance
  • Document execution via eSign
  • Automated EMI payments

Insurance

The Insurance industry can utilise SignDesk’s video-based KYC verification to onboard customers, document templates to create electronic policies, and digital signatures to bulk sign numerous documents at once. The digital signature software can be incorporated in the systems like approving insurance applications, claims approval, agent appointing or any other system that requires signatures. eMandate services can be used to replace the existing physical mandate generation process.

  • New Insurance Applications
  • Approvals for Internal and Regulated Documents
  • Policy Changes and Maintenance
  • VBIP-enabled customer onboarding
  • Electronic policy documents via templates
  • Disclosures
  • Financial Contracts
  • Online Policy (Insurance Policies)
  • Contract/Agreements Signing
  • Claims Processing
  • Commission Sharing
  • Agent Appointment and Licensing
  • Business Communications
  • Documents Endorsement
  • Aadhaar OTP-based proposal consent

Human Resource Department

SignDesk’s contract workflow solution provides Human Resource Departments with the advantage of eliminating physical paperwork by allowing employees to be onboarded seamlessly, creating digital documents through SignDesk’s dashboard and signing them electronically. It also enables the online payment of Stamp Duty on documents. SignDesk’s APIs can be integrated into processes like employment onboarding, notice generation, policy updation, etc. The eMandate software can be integrated into the employee benefits system to efficiently manage auto-debits of employee benefits.

  • Digital Employee Onboarding
  • Offer Letters
  • Non-Disclosure Agreements (NDAs)
  • Consent for Background Checks
  • Benefits Enrollment
  • Handbook Acknowledgement
  • Organisational Policies
  • Code of Conduct
  • Leave Approvals
  • Timesheets
  • Claims
  • Expense Reimbursement
  • Promotion Approvals
  • Employee Exit-forms
  • No-dues Document
  • Internal Hiring Letters
  • eSign employee forms

Sales Departments

Sales departments in industries can digitise documentation by replacing physical documents with e-documents. Get different templates digitised and take paperwork online.

  • Sales Orders
  • Invoices
  • Customer Agreements
  • Proposals & Bids
  • Quotes
  • Contract negotiations
  • Sales Contracts/Renewals
  • Proposals to contracts workflow
  • End-user Agreements
  • Financing Agreements
  • Compliance Processes
  • Licensing Agreements
  • Loaner Asset Tracking
  • Purchase Orders
  • Leases
  • Consent Forms

Various Services

There are various mandatory documentation processes in every organisation that can be digitised. Enable quicker documentation by onboarding digitally, paying online Stamp Duty on documents, eSigning documents, and automating recurring payments on the go.

  • Industry-specific digital onboarding
  • Service Agreements
  • Vendor Agreements
  • Certificate of Service Completion
  • Project Estimates
  • Timesheets
  • Quality Inspection Documents
  • Invoices
  • Onboarding Documents

Leave and License Agreements

Leave and License agreements can be created by uploading the agreement on SignDesk’s dashboard, paying Stamp Duty online, signing the agreement,and also inviting the concerned parties to eSign the agreement.