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eBridge Increases Contract Return Rates with OnTask
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.
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outdated processes led to missed opportunities for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
- Pat Sanchez, Customer Support Manager at eBridge
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 documen