Map the active workflow
Inventory templates, entities, users, markets, connected systems, active agreements and completed records.
A replacement decision should start with the document journey, not a feature checklist. Map each market, document type, signer group, entity, identity requirement, system handoff, and evidence record before asking a vendor to demonstrate a solution.
| Evaluation area | What to validate | Evidence to request | |
|---|---|---|---|
| Market access | Can each sender, signer and administrator complete the journey in the required market? | A production-like test with representative users and notifications. | |
| Signing route | Which identity, certificate and signing method applies to each document type? | A written market-and-document configuration. | |
| Evidence | Can the final file, event history and required identity records be retrieved together? | A completed sample transaction and export. | |
| Systems | Can the workflow return status and records to CRM, HRIS, procurement or archive systems? | A proof of concept for the highest-risk integration. | |
| Commercial scope | Which users, transactions, identity checks, storage, API and implementation items are included? | A dated quote with inclusions and exclusions. |
Inventory templates, entities, users, markets, connected systems, active agreements and completed records.
Define acceptance criteria for signer access, identity, language, evidence retrieval, administration and callbacks.
Use one cross-border transaction and one high-value document type across every shortlisted vendor.
Model the same users, volume, identity checks, API usage, support, implementation and exit requirements.
Move active templates and integrations first; decide separately how completed agreements and evidence will be retained.
Evaluate eSign.AI when a rollout needs one connected approach across APAC markets, entities, languages, systems and evidence records.
Use the APAC migration assessment to test a real workflow before committing a production cutover.
Legal effect depends on the relevant jurisdiction, document type, signing method and evidence. Confirm the applicable route for every market rather than relying on a regional generalisation.
