eSign and Xero Integration

Integrate eSign with Xero for complete customer and financial management from start to finish. Sign up for a free trial today.

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University Hospitals of Leicester
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Walgreens Boots Logo
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Somerset Logo
Peterborough City Council Logo
NHS Logo
NFU Mutual
Multivac Logo
Mid Devon Logo
University Hospitals of Leicester
NCHA Logo
Hart District Council Logo
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Integrate E-Sign and Xero with Zapier

Here at E-Sign, we’ve designed our platform with digital easiness in mind. Collaboration between applications is essential for a productive and effective digital workflow. That’s why we’ve developed our Xero connector.
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month

Make automation accessible for all businesses.

Add Automation with Zapier

At E-Sign, we want to make automation accessible for all businesses. Taking the coding out of automation, our connectors can eliminate manual intervention, saving your employees time and increasing productivity. Create automated workflows using pre-set ‘triggers’ and ‘actions’ and streamline financial management maximum efficiency.

With so many triggers and actions available on Zapier, you can create truly bespoke workflows. Integrating E-Sign and Xero helps to make your financial management easier and allows you to keep better track of transactions and accounting.

Zapier and eSign Integration

Simplify your accounting by centralising all your financial.

Simplify Transactions with E-Sign and Xero

Xero simplifies your accounting by centralising all your financial info into one manageable platform. Integrating Xero and E-Sign allows you to get the most from both platforms and removes manual steps from your workflow.

Using pre-set connectors, you can set up an efficient workflow that complements your business and simplifies your transactions. Once a document has been signed, you can automatically trigger a number of functions within Xero, including creating:

  • new quote drafts
  • payments
  • purchase orders
  • sale invoices
  • new contracts
Generate Documents With E-Sign and Xero

Track transactions and manage invoices.

Better Accounting With E-Sign and Xero

Integrating E-Sign and Xero allows you to better manage your accounts, track transactions and manage invoices. A lot of paperwork goes into managing your finances. Our connector makes handling invoices, purchase orders, quotes, and payments easier and helps create a full audit trail for transparent and compliant transactions.

With our digital documents and Xero’s financial management solutions, you can draw on the power of both applications. Get full control over your accounts and financial transactions with our Xero connector.

Better Accounting With E-Sign and Xero

Testimonials

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Mid Devon District Council

“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants’ comment on how easy it is to use as a signer which is fantastic.”

Lisa Harber | Team Leader 
Portsmouth Testimonial

Portsmouth University Hospitals

“E-Sign has proven to be a fantastic system that has had an important positive impact on our homecare prescription services. It has enabled us to significantly reduce the administrative burden on clinicians, creating a lean process that allows prescriptions to be signed and completed within minutes rather than days. The combination of E-Sign and our new prescription management platform has transformed our workflows, allowing us to improve the service we provide. A patient’s health is at the end of each document and E-Sign has helped us ensure that every document is processed quickly, securely, and accurately.”

Raghu Mamullapally | Lead Pharmacist Homecare Services
Leicester Hospital Case Study

University Hospitals of Leicester

“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”

Amy Page | Kidney Pharmacy Team
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University of Oxford

“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”

Purchasing Department | End User
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Paratus Law

“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. Esign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”

Simon Arthur | Owner
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Beyondly

“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straight forward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”

Emily Rice | Operations Manager
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National Clinical Homecare Association

“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”

National Clinical Homecare Provider | End User
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Slater Heelis Solicitors

“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”

Slater Heelis Solicitors | End User
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Morgan Ash

“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”

Andrew Gething | Managing Director
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Blue I Properties

“Can’t recommend esign enough. It is quicker, easier and cheaper to use than many of their competitors.  The detailed Document History provides useful evidence and proof of when your document was created and signed.  Their team members are extremely knowledgeable of the systems, friendly and professional.  All in all, an amazing product at a very competitive price.”

Debbie Collins | Lettings Administrator
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Government Property Agency

“One thing which sets eSign apart is their flexible signature packages, allowing flexibility in both pricing and usage to provide the best solution for the organisation. The GPA has been very well looked after by our eSign account manager and we look forward to continuing our relationship with them.”

Government Property Agency | End User
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10-100

“The solution was simple to use, has a great management portal, and the price met our expectations. We now use the product for our own internal use and have recommended and deployed it into our customers when we get requests for signature solutions. eSign’s ongoing support is excellent, and they are continuously improving and developing their solution.”

Paul Visagie | IT Consultant
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Cambridgeshire County Council

“eSign has brought both time and efficiency benefits to our department since we started using the platform two years ago. It is easy to use and they have useful training videos available which have been helpful for training our team on how to use the platform and its features.”

Wendy Ballard | End User
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Churchill Support Services

“Using eSign has significantly reduced the time it takes to send and receive contracts which means we close deals quicker. I especially like how you can redirect and edit documents without creating new envelopes and keep track of which contracts are pending signature as an admin. As an environmentally friendly business, it’s helpful to see how much carbon we are saving with the carbon counter. I would definitely recommend eSign to a business who is looking to close deals faster.”

Katie Butcher | Client Relationship Manager
university-of-salford-testimonial

University of Salford

“We use eSign at the University of Salford to issue copyright declaration forms when supplying copies of material to users of our archives. We used to issue the forms as attachments to emails, but users found it difficult to sign and return the forms, especially if they didn’t have a printer. Sending the forms using eSign has made it much easier and quicker for our users to sign and return the forms. From our end it is simple and straightforward to issue the forms via eSign and we get a notification when they have been completed.”

End User | University of Salford
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Polden Bower

“We wanted a user-friendly system that would comply with finance policy, manifest maximum engagement from all Signatories, and had the capability to offer more as we grow as an organisation.  eSign fits the bill on all fronts for us from affordability, cost savings, accessibility and functionality perspectives, right through to tried and trusted customer service, support and data security.  We spent our first year on the Business Plan to embed this new way of working into our processes and we are now ready to roll out eSign access to other Central departments as we upgrade to the Enterprise subscription.  The user guides, chat facility, training offer and support provided by eSign is all really helpful and the team are always responsive when we get in touch.  It’s also reassuring that the Data Centres are in the UK and are managed by eSign.”  

Alison Sanders | Executive Finance Officer
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Boon Brokers

“E-Sign has significantly helped our operations at Boon Brokers. Previously, clients had to manually print, sign, and scan documentation back to us. With the help of E-Sign’s API, we have managed to integrate the system into our software. This now enables all clients to easily E-Sign our fact-finds within a matter of clicks via e-mail. This has significantly improved the efficiency of our business. Thank you, E-Sign.”

Gerard Boon | Managing Director, Boon Brokers
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Thula

“We are very proud and thrilled to be working with the eSign team, creating a truly digital and revolutionising management tool for controlled drugs in a post-pandemic world. The benefits to the clinical and pharmacy teams are huge and drives greater legislative and regulatory confidence and safer and efficient patient care.”

Adele McAllister | Manager
Hessington Health Testimonial

Hessington Health

“Hessington Health is a busy national health screening and occupational health practice with over 18 independent schools and over 10,000 staff members. The challenge we have faced is reminding employees to sign consent forms before we release the reports to their employers. This is an incredibly time consuming process. E-Sign has offered us the perfect solution. The online dashboard allows us to track the consent forms in their journey, Set reminders and have a safe place to store the completed forms. This has saved us an immense amount of time and improved our governance in this area. It also allows the user to create bespoke forms meaning any organisation from any sector will be able to utilise this package.”

Harjeev Rai | Medical Director

Why Integrate E-Sign and Xero

Esignature Streamline Business Communications

Streamline Business Communications

Our digital solutions can streamline your business operations, communication, and collaboration. Simplify your accounting and payment processes by integrating E-Sign and Xero and boost your productivity.

Esignature Modernise Business Operations

Modernise Your Operations

As the way we work moves increasingly online, paper-based processes are now inefficient for businesses. Modernise your operations with our digital platform and ensure your business stays one step ahead of the game.

Improve Customer Experience with E-Sign

Improve Customer Experience

We firmly believe that digital solutions should make documenting and accounting processes easier. Switch to digital workflows and improve operational efficiency by integrating E-Sign with Xero. Pass on this efficiency to customers and leave a lasting impression for all the right reasons.

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    Frequently Asked Questions

    Is Xero easy for beginners?

    Xero is a user-friendly accounting platform, the basics of the software can be picked up within a few hours. However, it can take a few weeks to fully understand the details and intricacies of the system. The best approach when learning a powerful financial system like Xero is to set some time aside each week to work on it, starting with the basics and building up until you have fully developed your skills.

    Do I need an accountant if I have Xero?

    Xero is a powerful tool and is highly beneficial to businesses and organisations in managing their finances. However, the system does not replace the need for an accountant, in fact many accountants will use Xero to collect the essential data that helps them effectively complete their role.

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