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Paperwork

Documents and e-signatures

Every document comes out with your details and is signed from a phone.

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BAI creates each document with the customer's details and your logo from templates, and you send it to be signed by one or more people, who sign from their link without printing. The signed document is filed automatically with the trail of each signature.

  • Being able to work remotely and keep files in the cloud

    You open the customer's record from your phone and their contract, their quote and their invoices are there.

  • Signing contracts without paper or travelling

    Both sign from their phones that same afternoon, and the signed document stays in the customer's record.

  • I make every document by copying an old one

    The contract is a template with your logo: when you choose the customer, it comes out with their details already filled in.

What you get with e-signatures

  • No more printing to sign.

  • Every document comes out in one click, with the details already filled in.

  • Every paper, in its customer's record.

Problems solved by e-signatures

Being able to work remotely and keep files in the cloud

Before

You keep contracts and quotes on the office computer. Away from it, a customer asks you for their signed contract and you can't show it.

After

You open the customer's record from your phone and their contract, their quote and their invoices are there.

How it removes it

  1. Every document is saved in your BAI archive, linked to its customer, sale, product or expense.

  2. You open it from anywhere, with your BAI login.

Your papers, to hand and in their place.

Signing contracts without paper or travelling

Before

You need the signature of a customer's two partners, and one lives in another city. By courier it takes a week.

After

Both sign from their phones that same afternoon, and the signed document stays in the customer's record.

How it removes it

  1. You send the document to be signed by one or several people, and each one signs from their link.

  2. You see who's missing and resend them the link; the signed document is saved by itself.

Your customer signs from the sofa and you see it straight away.

I make every document by copying an old one

Before

You make every contract by copying the previous customer's. One day you send one with another customer's name on it.

After

The contract is a template with your logo: when you choose the customer, it comes out with their details already filled in.

How it removes it

  1. You start with ready-made templates or turn your own Word or PDF models into templates.

  2. You choose the customer or the sale, and the document comes out with their details and your logo.

No more copying the previous customer's contract.

How e-signatures work, step by step

  1. You start with ready-made templates: quote, service contract, delivery note, job sheet, receipt and more.

  2. You turn your own Word or PDF models into templates, with blanks that fill themselves in.

  3. You choose the customer or the sale, and the document comes out with their details, your logo and your company's.

  4. You send it to be signed by one or several people, who sign from their link, without printing.

  5. The signed document is saved by itself, with the trail of each signature.

  6. Every document stays linked to its customer, sale, product, employee or expense.

  7. If you upload an invoice, it's entered in your accounts as income or an expense awaiting review.

  8. Artificial intelligence summarises a document for you and tells you what changes between two versions.

What you need to get started with e-signatures

  • Your document models in Word or PDF, if you want to use your own.

  • Your logo and your company's details.

  • The email address of each person who has to sign.

Tools it includes

  • E-signatures
  • Document templates
  • Document vault
  • Archive per customer
  • AI on documents

What it looks like in your business

Hospitality

Being able to work remotely and keep files in the cloud

Before

The owner of two restaurants keeps the supplier contracts on one computer, and from the other can't find them.

After

They open the supplier's record from either venue and their contracts and invoices are there.

How it removes it

  1. Every document is saved in your BAI archive, linked to its customer, sale, product or expense.

  2. You open it from anywhere, with your BAI login.

Your papers, to hand and in their place.

Signing contracts without paper or travelling

Before

A company books a dinner for eighty people, and the event contract goes back and forth by email for days.

After

The customer signs the event contract from their phone the same day, and it stays in their record.

How it removes it

  1. You send the document to be signed by one or several people, and each one signs from their link.

  2. You see who's missing and resend them the link; the signed document is saved by itself.

Your customer signs from the sofa and you see it straight away.

I make every document by copying an old one

Before

A restaurant makes every wedding quote by copying the previous one, and one goes out with another couple's menu.

After

The quote is a template: when you choose the sale, it comes out with that wedding's details.

How it removes it

  1. You start with ready-made templates or turn your own Word or PDF models into templates.

  2. You choose the customer or the sale, and the document comes out with their details and your logo.

No more copying the previous customer's contract.

Frequently asked questions about e-signatures

Is the signature legally valid?

It's a simple electronic signature, with the trail of each signature saved. If a document requires an advanced or qualified signature, BAI doesn't present it as one.

Does the customer have to install anything?

No. They sign from the link they receive, on their phone or on a computer.

Does it help me with a long contract?

Yes. Artificial intelligence summarises its key points and its risks, and hides the personal data before reading it.

Can I use the models I already have?

Yes. You upload your Word or your PDF and turn it into a template, with blanks for each customer's details.

Other solutions that work with e-signatures

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