At the end of 2024, we helped Dejmark introduce digital contract signing through the Signi platform — the first step toward a fully automated document workflow. Today, the system covers the entire contract lifecycle, from creation and approval to signing and secure archiving.
We began by mapping their existing processes, spotting inefficiencies, and redesigning the workflow step by step. The outcome was a customized automation solution that now runs quietly in the background — saving hours every week and keeping the team focused on what matters most.
Studies show that digitalization can cut costs by up to 85%, but its real power lies in removing repetitive tasks that slow people down. The time once spent on routine admin work is now used for clients, business opportunities, and better service.
Here are five everyday tasks that now happen automatically at Dejmark — and could in your company too.
1. Searching for the right files and templates
When documents are created manually — by copying old versions, updating details, and checking them again and again — errors, duplicates, and unnecessary legal reviews are almost guaranteed.
Today, Dejmark uses ready-made templates built by the legal team and integrated into the CRM. Each new contract automatically pulls in the right data — company name, contact details, validity dates — directly from the system. The result: clean, error-free documents generated in seconds and verified by the responsible person before sending.
The same setup can be used for other recurring documents like quotes, orders, reports, or internal requests.
2. Manually attaching addenda and conditions
Most contracts require additional attachments — terms and conditions, product specifications, or pricing lists. Manually finding and adding them takes time and leaves room for error.
Together with the client, we created automation rules that decide which attachments are added based on simple parameters like client type or season. The salesperson just makes a selection, and the system adds everything needed — instantly and correctly.
This can also apply to technical sheets, certificates, or any supporting documents tied to a specific product or customer segment.
3. Sending documents for approval
Emailing documents around or circulating paper copies causes delays and confusion. Who has it now? What’s been approved? Where did the process stop?
With the new system, each document has its own workflow, assigned owner, and live status — such as “awaiting approval” or “ready for signing.” Statuses update automatically in Signi and are displayed directly in the CRM. Everyone involved — from legal to management — always knows what’s happening and what’s next.
This level of visibility helps not only with contracts but also with purchase approvals, internal requests, or shift changes across teams.
4. Signing and forwarding documents manually
Exporting, emailing, checking who signed, and manually saving copies — signing used to be the most time-consuming step of all.
After introducing digital signatures, that step became effortless. Once a document is approved, the system automatically notifies the client. Signing happens directly in Signi — no installation needed. The client signs securely from their phone with a simple SMS verification code.
Electronic signing is especially helpful for contracts requiring multiple approvals across departments or locations.
5. Sorting and archiving documents
When documents are scattered across emails, folders, or personal drives, finding the latest version can take longer than drafting it. Every request turns into a search mission.
At Dejmark, signed documents are stored automatically. They’re linked to CRM data, assigned to the right client, and accessible through a B2B portal. This makes reporting, retrieval, and client access effortless. Everyone who needs the file can find it instantly — even clients, who can download it from their own interface.
Centralized storage not only streamlines document management but also simplifies analytics, audits, and internal workflows.
In the end, automation is still about people
Every company works differently — different processes, documents, and challenges. But one thing is universal: repetitive tasks that waste valuable time.
At bart.sk, we identify those bottlenecks and design automation that connects your data, reduces manual work, and gives your team more time for meaningful tasks. Because while technology does the heavy lifting, people remain at the heart of every smart system.
Looking to simplify your processes and free your team’s capacity? Let’s talk — we’ll help you find the right solution to save time, energy, and effort.
FAQ: Contract process automation
What does contract automation actually mean?
It’s about connecting every step — from contract creation to signing and archiving — into one seamless digital flow. This eliminates manual errors, speeds up processes, and gives your team full visibility at every stage.
How can automation benefit my business?
It saves time, reduces costs, and improves collaboration. At Dejmark, automation reduced administrative work and allowed the team to focus on customers and new opportunities instead of repetitive tasks.
Is electronic signing through Signi legally binding?
Yes. Signi uses qualified electronic signatures and SMS verification compliant with EU eIDAS regulations. Digitally signed documents are legally equivalent to paper originals.
What kinds of documents can be automated?
Beyond contracts, automation can cover quotes, purchase orders, reports, and internal requests — any document that reuses structured data from your CRM or client database.
Is automation suitable for small companies?
Absolutely. You can start small — for example, with digital signing — and expand later with templates, workflows, or CRM integrations. Each step delivers measurable time savings.
How does implementation work?
We begin with process analysis to identify repetitive steps, then design integrations and test workflows. Once optimized, we roll out the solution and train your team for a smooth transition.
Which technologies are typically involved?
Most solutions combine a CRM system, an electronic signature platform (like Signi), secure APIs, and cloud storage — all customized to fit your company’s infrastructure.
Can we use our own legal templates?
Yes. Your legal team can create templates integrated into the system, automatically filled with current data and reviewed before sending. You stay in control while the system handles the routine work.
How do you ensure data security?
All data is encrypted and stored on secure servers. Access is permission-based, and every change is tracked, so you always know who created, edited, or signed each document.
How long does implementation take?
That depends on complexity. Smaller setups can go live within weeks, while larger integrations may take a few months. Every project is tailored to your needs and timeline.
