Use cases

How people use XOsign

Every one of these is a job somebody has to get done this week. The document does the understanding; you make the decisions.

Understand

Their contract landed in my inbox and I have to answer by Friday

A supplier sends over their own agreement, and every term in it was written to suit them. Nobody on the team has time to read twelve pages line by line before the deadline.

What you do

Upload it. It is read once on the way in, so XOsign already knows the parties, the dates and the amounts.
Open Summary and Risks to see, in plain English, the parts worth arguing about.
Open Compare and put their agreement beside your own — what they added, what they dropped, what they quietly reworded.
Open Suggest edits, take the changes you want one at a time, and send the marked-up copy back.

What you end up with

You answer by Friday knowing exactly what you agreed to and what you pushed back on.

Try this

Three quotes for the same job, and no two of them add up the same way

Three vendors bid the same work, and each writes the scope, the exclusions and the totals in their own format. Reading them one after another leaves you comparing from memory.

What you do

Drop all three proposals in. Each one is read as it arrives.
Open the proposal comparison and read them in one table, in each vendor's own words.
See what one includes and another leaves out, called out rather than guessed at.
Pick the one you want and send it straight into signing.

What you end up with

One table decides it, instead of three tabs and a hunch.

Try this

The renewal came back in a language I do not read

A landlord returns the renewal written in the language the building runs in, and the person handling it does not speak it. Sending it out to be translated costs days nobody has.

What you do

Upload the renewal and open Translate to read it in your language, laid out the way the original is.
Open Summary for the short version — the term, the rent, the notice period, and what changed.
Open Review to have the terms explained before you commit to anything.
Sign the original, in the language it was written in.

What you end up with

You know what you are renewing without waiting on anyone to explain it.

Try this

Edit and build

We are hiring on Monday and there is no offer letter

A small team makes an offer out loud and now needs it on paper the same day. There is no template for it, and nobody wants to start from a blank page.

What you do

Answer a short interview — the role, the pay, the start date, who signs — and get a real first draft back, not an empty form.
Edit the wording where it needs to be yours. Your logo and letterhead are already on it.
Add the fields the new hire has to complete and sign.
Send it. They sign in the browser, and the signed copy files itself when it comes back.

What you end up with

The offer goes out the same afternoon, on your own paper.

Try this

The price is on a photo of a notepad

Whoever priced the job wrote it out by hand on site and photographed it. That photo is the only record of what was agreed.

What you do

Take the photo straight into XOsign.
You get back a typed document with the scope, the numbers and the dates in place.
Read the Summary to check nothing was misread, and reword anything you want said differently.
Add a signature field and send it.

What you end up with

Handwriting on a truck seat becomes a document you can send and sign.

Try this

They want changes, we want ours, and nobody knows which version is current

An agreement is going back and forth over email, and there are now four attachments with almost the same name. Every round costs an argument about which file is the real one.

What you do

Turn on the editable copy — this is what editing is for. The original stays exactly as it arrived.
Open Suggest edits, take the changes you agree with one at a time, and write the ones you want yourself.
Send it for redline and take back what they return, in the same thread.
Close the negotiation and issue the certificate of every round — who changed what, and when.

What you end up with

One thread, one current version, and a record of how it got there.

Try this

Sign and send

The same form comes back every single week

One form goes out to a different person every week, with the same blanks in the same places. Somebody has been placing those fields by hand every time.

What you do

Save it as a template once.
Start from the template and use Fill out form for the parts you complete yourself.
Use Quick Sign and let the signature, date and initial fields be placed for you where they belong.
Send it, and do next week's the same way.

What you end up with

A weekly half hour becomes a couple of clicks.

Try this

The form arrived with nowhere to sign

A form comes in as a flat page — no boxes, no lines anything can be typed into, just the picture of a document. Somebody has to work out where every signature, date and tick belongs before it can go out.

What you do

Upload it and press Place fields with AI.
XOsign reads the page and puts the fields where they belong — signatures, initials, dates of signing, the lines people type on, and the boxes they tick.
It works out who signs what too, so each signature line becomes a real recipient instead of a name somebody retypes.
Check what it placed. Move or remove anything you disagree with, and add a field by hand wherever you want one.
Send it.

What you end up with

A flat page becomes a document people can sign, without you placing a single box.

Try this

My client is going to sign this on a phone, in a parking lot

The person signing is nowhere near a desk and is not going to create an account to get this done. They will open it on whatever phone is in their hand.

What you do

Send the document for signature.
They open the link — no account, no download, nothing to install.
They read the buttons in their own language, tap through the fields and sign.
The signed copy comes back with its audit trail, and everyone keeps a copy.

What you end up with

Signed from a parking lot in a couple of minutes, with a record behind it.

Try this

This is the one nobody gets to retype

A regulator's form, an insurer's certificate, a document whose wording is not yours to change. It has to come back looking exactly as it was issued.

What you do

Upload it. It stays the original — XOsign never makes a document editable unless you ask it to.
Everything smart still works on the original: Summary, Clauses, Translate, and search that reads inside it.
Use Fill out form to complete the blanks, and Quick Sign for the signatures and dates.
Send or download it, still word for word what was issued.

What you end up with

Filled in and signed, with not a word of it altered.

Try this

The same notice has to go to forty people

A price change, a policy update, a renewal notice — one document, a long list of recipients, and each one needs their own copy to sign. Sending them one at a time takes an afternoon.

What you do

Prepare the document once, with the fields each person has to complete.
Upload the recipient list and map the columns.
Send it as one job, and everybody gets their own separate copy.
Watch sent, opened, signed and declined for every copy in one view.

What you end up with

Forty individual copies out the door in one pass, and one place to see where each stands.

Try this

Keep and find

There are eight years of contracts and nobody ever filed them

Old agreements live in email, on a desktop and in a filing cabinet, saved under whatever name the scanner gave them. Finding one means asking whoever happened to be there at the time.

What you do

Upload the pile. Each document is read as it lands and put where its kind belongs — agreements, invoices, certificates, letters.
Insurance certificates, licences and waivers go to the Vault, where their expiry dates are watched for you.
Search by whatever you remember — a party, an address, an amount — because search reads inside the documents, not just their file names.
Move anything you would have filed differently. You will rarely need to.

What you end up with

Eight years of paper turns into something you can actually search.

Try this

I just want all of it in one place

The business runs out of two cloud drives and a laptop, and half the folders are copies of the other half. Nobody wants to spend a quarter on a migration project.

What you do

Point Files mode at what you have and get the quote first — the page count and the price, before anything is uploaded.
Bring documents straight in from your connected drive.
Everything that arrives is read, filed and searchable from the day it lands.
Work from one place, and keep the drive as long as you want it.

What you end up with

One searchable home for the whole business, without a migration project.

Try this

A copy of that contract left the building

A confidential agreement was downloaded, printed and passed on, and a page from it has resurfaced somewhere it should not be. You need to know which copy it was.

What you do

Every export is already on the record — who took it, when and from where, each copy with its own serial.
Drop the page you were handed into Trace a copy, or paste its serial. The file is read in your own browser and never uploaded.
XOsign names the copy and who took it.
Next time, share a tracked link instead of the file, and see when it was opened and which pages were read.

What you end up with

You can answer where a copy came from instead of guessing.

Try this

Team

Five of us have to read the same agreement before Monday

Operations, finance and the owner all need to weigh in on one contract, and two of them have no login. The usual result is five marked-up attachments and no decision.

What you do

Share a review link with each person who needs to read it.
They read the Summary and the Risks first, so nobody has to start at page one.
Everyone leaves comments on the document itself, in one place rather than five inboxes.
The audit trail records every action, and you can export it.

What you end up with

One document, five opinions in one place, and a record of who said what.

Try this

Every scenario on this page uses features that exist in XOsign today.