Southwestern Ventures: Managing employment contracts with Agrello
The third article in Agrello's series of case studies looks at managing employment contracts with the example of Southwestern Ventures OÜ.
Introduction
Southwestern Ventures is a subsidiary of the Southwestern Family of Companies that provides full- and part-time sales, training, and entrepreneurship experiences in Europe. Also active in Europe are Southwestern Advantage, which focuses on sending college students to sell books in the U.S.; Southwestern Consulting, which focuses on professional coaching for salespeople and executives; and Thinking Ahead, which focuses on hiring.
The problem
Most Agrello customers have the same problem - there's a large amount of contracts that need to be prepared and singed and they want to find a way to spend as little time as possible doing it.
The main user of Agrello on the Southwestern Ventures side is Katre Luts, the Project and Finance coordinator. She's the one who prepares the contracts and sends them out to be signed. The types of contracts she deals with are agent contracts, contracts for services and employment contracts, which usually have only two signers. Before Agrello came into play, all contracts were managed in Google Drive or Teams. To collect signatures, Katre had to email each contract individually and wait for a signed copy to be returned. This was too timeconsuming and made them look for another solution.
The solution
Since Southwestern Ventures' main goal was to save time on sending contracts back and forth, they are now handling the entire contract process on Agrello platform. Katre prepares the contract in PDF format, uploads it to the Agrello platform, specifies the signers and sends it out for signing. On their end, the signer is either Katre or a member of the board. The other party can sign the document with Mobile-ID, Smart-ID or Agrello signature. Depending on the contract, Katre also adds viewers to the document - for example, the accountant or any other employee who needs to be informed.
The biggest time saving effect compared to Digidoc comes from the fact that they need to make far fewer clicks to see the contents of the document. Agrello's dashboard view also gives a good overview of the signing status and allows Katre to personally remind people who have not yet signed.
Summary
Kokkuvõte
Southwestern Ventures has been one of Agrello's longest clients and our collaboration is going great. Katre uses Agrello on a daily basis and based on her experience she has said: "Agrello makes the contract management and signing process much faster and easier". She's also recommended our service to her colleagues and acquaintances. In the future, we've planned to test automation solutions that would make the management of employment contracts even faster.
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14.90 EUR per month for one user, and 99 EUR per month for 10 users. You can add more users if you want, and yearly packages are available.
Yes! Agrello has a free 14 day trial in which you can test out Agrello’s features, create your own documents, templates and test out bulk creation.
Companies that regularly handle a high volume of contracts or have a steady flow of standardised contracts can benefit from Agrello, especially if they are struggling with existing manual tools like Word, Excel, and email to manage their contracts.
Agrello solves the problem of inefficient manual contract creation. It helps companies reduce the time it takes to prepare, approve, and sign contracts, which in turn helps prevent delays and unnecessary costs associated with manual workflows.
Agrello improves productivity by reducing the manual effort needed to create contracts. It provides legal certainty and compliance, reduces tool fatigue, and minimises workflow disruptions. Automated workflows save time and increase productivity.
Agrello's bulk creation tool is unique, enabling the creation of hundreds of contracts from a single template and an Excel sheet. Additionally, Agrello supports bulk signing and bulk download, making it efficient for organisations to handle large volumes of contracts.
Agrello integrates with other tools via Zapier, allowing access to thousands of applications like Sharepoint, Google Drive, Hubspot, and Bamboo HR. A public API is also available for custom integrations.
Agrello provides a team-wide workspace where contracts can be organised into access-controlled folders. Users can also set key dates for contract renewal and expiry. The Kanban view gives a quick overview of documents based on their status, from draft to signed and active.
Signing with Agrello is frictionless. It’s as easy as a few clicks. Companies can customise signature invitations with their logos and text, and reminders can be sent to signers. Agrello's signature methods include its own e-signature, and bulk signing is available for multiple documents at once.
Agrello offers a suite of tools that includes a built-in Word editor for contract preparation, customisable templates, and bulk creation tools.
Agrello is a contract preparation and signing tool designed for companies that want to streamline the creation, management, and signing of standardised documents.