How Crelate delivers an all-in-one hiring and sales experience with HelloSign

Crelate provides an all-in-one recruiting CRM and applicant tracking system that helps staffing and recruiting agencies navigate today’s rapidly changing workforce demands.

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How Crelate uses the Hellosign API

Four small thumbnail images displaying common employment onboarding forms
Split-pane image. Photo of two women sitting at a table, talking to each other on the left, HelloSign product shot on the right.
Split-pane image. Photo of two people, sitting at a table and working together on the left, HelloSign product shot on the right.
01

Accelerating the entire recruiting process

Today, candidates expect document signing to be simple, and recruiters expect tools that create, send and track documents digitally.

02

A seamless & automated onboarding experience

Crelate, with HelloSign, delivers a frictionless all-in-one onboarding experience that helps recruiters create documents and send them for signature in seconds.

03

A streamlined signing process

Recruiters can now build templates with multiple eSignature fields in under a minute, send documents to multiple people at once, and track progress in real-time.

A deeper dive with

Crelate

The Challenge
The Opportunity

Recruitment’s new digital expectations

The fast-moving world of recruitment has only become more complex as businesses and customers expect to operate in increasingly flexible ways that support remote and hybrid work. Unlike other parts of the hiring process — email communications, online testing, and video interviews — analog pen and paper processes have lagged, slowing the entire hiring journey.

Crelate noticed the market’s demand for a better signing experience and knew the old way of downloading, signing, then uploading documents back into a system to maintain a digital record wouldn’t cut it anymore. The industry needed a better, more digital way of signing that was fast, simple, and intuitive.

To realize its vision of being an all-in-one platform for recruiters, Crelate deployed a signing experience across its recruitment and sales software that would meet the new digital expectations of hiring managers, recruiters, and candidates. And to help make it happen, they turned to HelloSign’s eSignature API.

“HelloSign is a huge value add. The last three weeks I’ve been on demos almost every single day with customers and I can't tell you how much hype there’s been. Customers are literally saying things like,‘wow, this integration is seamless, I cannot wait to add this type of onboarding and eSignature to our recruiting process.’”

Sarah Koss, Senior Product Manager, Crelate
Photo of a woman sitting in a chair, looking at the camera and smiling.
The Solution

A simplified, user-friendly signing experience

Integrating the HelloSign eSignature API directly into Crelate’s hiring and sales workflows means users can easily send and sign important hiring documents without leaving the platform. “Even if customers haven't used HelloSign before, they can use Crelate and in a couple of clicks start sending out contracts for signature,” says Matt Peebles, Crelate’s Senior Software Engineer.


What’s more, Crelate’s HelloSign integration delivers a new set of new signing features to its all-in-one platform: creating reusable templates, sending documents to multiple people with one click, and tracking documents with real-time visibility.


But some of Crelate’s customers already had independent HelloSign accounts with their own workflows and templates set up. Wanting to accommodate these preferences too and true to its promise of flexible software, Crelate added an additional feature that lets customers bring their existing HelloSign accounts — including all of their workflows and templates — to Crelate’s platform.


And even with two integrations, the process was a breeze. “The primary reasons we chose HelloSign were the level of intuitive, integrated functionality it brought our customers and the ease with which we could integrate. We were able to have a proof of concept and actually send an eSignature from our app in about a half-day. And then with the developer dashboard, I was able to see that requests were made and ensure what I was expecting to be there was there so that I could rapidly iterate," says Matt.

The Results

A new signing workflow for a new digital world

Crelate, together with the HelloSign API, quickly innovated to build a digital signing workflow that accelerated the recruitment process and meet the expectations of a new digitally native workforce. And they did it all — from ideation to execution to completion — in under 4 months.    


Smooth, uninterrupted signing

By embedding HelloSign eSignatures into its recruitment platform, Crelate delivers a totally integrated, fast, and simple signing experience for recruiters, hiring managers, and candidates.


Total document workflow management

With HelloSign, Crelate’s customers have a whole new set of signing tools at their disposal that make hiring and onboarding fast. Reusable templates make document preparation a breeze, single-click mass signature requests get documents out quicker, and real-time visibility throughout means recruiters get updates, reminders, and notifications on the status of every document.

The Future

What’s next for Crelate

Crelate’s customer-centric approach and focus on high volume, high touch recruiting is already winning over clients with efficient workflows, convenient experiences, and flexible integration options. With all of its sales and hiring document signatures happening within the platform, Crelate is even better equipped to help recruiting teams engage and hire candidates at scale, and support the digital acceleration of all talent businesses.


Interested in seeing results like Crelate?

Integrating HelloSign’s eSignature API is the simplest way to add seamless, custom-branded signing experiences to your business’ workflows. Voted #1 for Ease of Use from G2, two years in a row, our eSignature solution makes your most important workflows faster, easier, and more secure.


Talk to a HelloSign API expert today to build a plan that’s tailored to your needs.

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Crelate is using the HelloSign API to accelerate and simplify the hiring experience.
Crelate is using the HelloSign API to accelerate and simplify the hiring experience.
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How Crelate delivers an all-in-one hiring and sales experience with HelloSign

Crelate provides an all-in-one recruiting CRM and applicant tracking system

Image of a person's hands typing on a laptop

Crelate provides an all-in-one recruiting CRM and applicant tracking system

Crosshatched triangleCrosshatched triangle

Challenge

Recruitment’s new digital expectations

The fast-moving world of recruitment has only become more complex as businesses and customers expect to operate in increasingly flexible ways that support remote and hybrid work. Unlike other parts of the hiring process — email communications, online testing, and video interviews — analog pen and paper processes have lagged, slowing the entire hiring journey.

Crelate noticed the market’s demand for a better signing experience and knew the old way of downloading, signing, then uploading documents back into a system to maintain a digital record wouldn’t cut it anymore. The industry needed a better, more digital way of signing that was fast, simple, and intuitive.

To realize its vision of being an all-in-one platform for recruiters, Crelate deployed a signing experience across its recruitment and sales software that would meet the new digital expectations of hiring managers, recruiters, and candidates. And to help make it happen, they turned to HelloSign’s eSignature API.

Crosshatched triangleFlag icon

Easy

  • to explain
  • to understand and use
  • to administrate
Launched in 2015

Headquartered in Kirkland, Washington, United States

Crosshatched triangleHouse icon

Quick

  • document signing is faster
  • response times are shorter
  • signature workflow is more transparent
Consistently named a Leader by G2 Crowd in the ATS category

1,500 customers

Solution

A simplified, user-friendly signing experience

Integrating the HelloSign eSignature API directly into Crelate’s hiring and sales workflows means users can easily send and sign important hiring documents without leaving the platform. “Even if customers haven't used HelloSign before, they can use Crelate and in a couple of clicks start sending out contracts for signature,” says Matt Peebles, Crelate’s Senior Software Engineer.


What’s more, Crelate’s HelloSign integration delivers a new set of new signing features to its all-in-one platform: creating reusable templates, sending documents to multiple people with one click, and tracking documents with real-time visibility.


But some of Crelate’s customers already had independent HelloSign accounts with their own workflows and templates set up. Wanting to accommodate these preferences too and true to its promise of flexible software, Crelate added an additional feature that lets customers bring their existing HelloSign accounts — including all of their workflows and templates — to Crelate’s platform.


And even with two integrations, the process was a breeze. “The primary reasons we chose HelloSign were the level of intuitive, integrated functionality it brought our customers and the ease with which we could integrate. We were able to have a proof of concept and actually send an eSignature from our app in about a half-day. And then with the developer dashboard, I was able to see that requests were made and ensure what I was expecting to be there was there so that I could rapidly iterate," says Matt.

Crosshatched triangleCrosshatched triangle
Gif showing the Pigeon Loans workflow with HelloSign's API integration

Benefits

A new signing workflow for a new digital world

Crelate, together with the HelloSign API, quickly innovated to build a digital signing workflow that accelerated the recruitment process and meet the expectations of a new digitally native workforce. And they did it all — from ideation to execution to completion — in under 4 months.    


Smooth, uninterrupted signing

By embedding HelloSign eSignatures into its recruitment platform, Crelate delivers a totally integrated, fast, and simple signing experience for recruiters, hiring managers, and candidates.


Total document workflow management

With HelloSign, Crelate’s customers have a whole new set of signing tools at their disposal that make hiring and onboarding fast. Reusable templates make document preparation a breeze, single-click mass signature requests get documents out quicker, and real-time visibility throughout means recruiters get updates, reminders, and notifications on the status of every document.

Crosshatched triangleSmiling face icon

With signing workflows embedded into Crelate’s platform, recruiters spend less time on admin, and provide clients and candidates a more seamless experience.

Crosshatched triangleSignature icon

Reusable templates put an end to one-off forms, saving recruiters’ time

What’s next for Crelate

Crelate’s customer-centric approach and focus on high volume, high touch recruiting is already winning over clients with efficient workflows, convenient experiences, and flexible integration options. With all of its sales and hiring document signatures happening within the platform, Crelate is even better equipped to help recruiting teams engage and hire candidates at scale, and support the digital acceleration of all talent businesses.


Interested in seeing results like Crelate?

Integrating HelloSign’s eSignature API is the simplest way to add seamless, custom-branded signing experiences to your business’ workflows. Voted #1 for Ease of Use from G2, two years in a row, our eSignature solution makes your most important workflows faster, easier, and more secure.


Talk to a HelloSign API expert today to build a plan that’s tailored to your needs.

Crelate is using the HelloSign API to accelerate and simplify the hiring experience.