Seamless integration with existing CRM and student management systems
03
Superior to standard e-signing solutions
Comprehensive compliance features at a fraction of enterprise e-signing costs
Unlimited documents and signatures
Collect any missing data from parents as they sign
Automatic triggers for invoice generation and school fees payment
The success story
“We only have 100 students. Can we manage contracts manually?”
Most small schools think they can, until they do the math:
2 hoursper contract
×
100students
=
One monthpushing paper every year
This case study shows how smart small schools turned their biggest objection to automation (“we’re too small to need it”) into their greatest advantage (“we’re too small to waste time on paperwork”).
The operating challenge
Complex data behind every student contract.
EduTrust schools face complex data management challenges when creating and managing student contracts.
01Data scattered across multiple systems
02Manual data leading to errors
03Time-consuming contract generation
04Difficulty tracking contract status
05Missing or outdated student information
06Manual filing and document management
07Signed contracts stored in emails
The Zegal solution
Integrated directly into your operations.
Zegal integrates directly into your operations, streamlining processes, resolving inefficiencies, and saving you time to focus on what matters most.
Data synchronised on all systems
Fully automatic contract generation
Parents can e-sign on any device
“The Zegal team has a deep knowledge of school systems and how our team works.”
How it works
A real-time view of every contract.
Biz-Dev, Admissions, Finance, Management and parents have a real-time view of every contract.
Step 01
Consolidate data from
HubSpot
Salesforce
CRM
iSAMS
MS Office
Google Docs
Step 02
Key admission team functions
Sibling and complex discounts
Custom fee structures
Adjustments
Learning support and additional modules
Pro rata student subscriptions
Step 03
Easy e-signing processes
Single-click or bulk contract creation
Automated template selection
Smart field population
Dynamic fee calculation
Step 04
Post-signing automation
Instant notification to accounts team
Automatic contract filing in iSAMS
Data synchronisation across all systems
Updated student records
Key benefits
One workflow, three teams better off.
01
For admissions teams
Single source of truth for student data
No manual data entry
Real-time contract status tracking
Automated follow-ups
02
For finance teams
Immediate access to signed contracts
Accurate fee calculations
Automated invoice triggers
Complete audit trail
03
For school management
Full compliance documentation
Real-time reporting
Reduced administrative costs
Enhanced parent experience
Where Zegal outperforms
A feature-by-feature comparison.
Feature
Zegal
DocuSign
Contract Express
EduTrust templates
Yes
No
No
Document assembly
Yes
No
Yes
E-signing
Unlimited
Per envelope
Separate integration
Initialing
Yes
Yes
No
Bulk e-signing
Yes
Yes
No
Personalised emails
Yes
Yes
No
CC other teams
Yes
Yes
No
First-past-the-post signing
Yes
No
No
Forced scroll before sign
Yes
No
No
Bulk reminders
Yes
No
No
Bulk cancel signing
Yes
No
No
Revise contract terms
Yes
No
No
Collect updated data
Yes
No
No
Contract insights
Yes
No
No
Download split PDFs
Yes
Yes
No
Trigger webhooks
Yes
Yes
Yes
API
Yes
Yes
Yes
Push contract data via API
Yes
No
No
iSAMS integration
Create and store
Create only
No
SharePoint integration
Automated storage
Yes
No
Google Drive integration
Automated storage
Yes
No
SSO
Yes
Yes
Yes
SLAs
Account manager
Web-only
Web-only
EduTrust 4 FAQ
What PEIs ask before they switch.
Is there a limit to the number of contracts our PEI can send out for e-signing using Zegal?+
Your PEI can use Zegal on an unlimited basis. There are no limits on the number of contracts you can send for e-signing or the number of signers. Unlike other e-signing platforms, we don’t meter the number or charge for ‘envelopes’ and that means that you can be sure there will be no additional fees ever on top of your subscription.
How many users can we add to our account?+
Your Zegal subscription gives you an unlimited number of users for a single annual flat fee. We won’t charge you additional fees ever. Equally there are no limits to the number of e-signers who can be invited to sign contracts.
What Zegal plan does our PEI need for this service?+
Compliant e-signing workflows and other education use cases all require a Zegal Enterprise subscription plan. Talk to us now to learn about using Zegal in your PEI.
Our student contract is tailored for our PEI, and there are very specific data we need to collect. How does Zegal handle this?+
The Zegal legal ops team onboards each PEI personally. As part of that process we ensure that we use your PEI-specific contract template and that we are capturing all of the data and variables you need when you are sending contracts to prospective students.
What systems can Zegal integrate with?+
Zegal can receive data directly into contracts for e-signing from any other software that has an API. In practice, this means that almost all modern software can be integrated with Zegal. But a few common examples are LMSs like iSAMS, CRMs such as Dynamics, cloud storage (Google and Microsoft), and spreadsheets.
What technical support does Zegal give to our PEI?+
The Zegal Customer Support team offers support throughout the day. Our Level 1 support team can help you or your students using live chat directly from the app. For more complex problems, our Level 2 support will work with you to resolve problems over email, and for workflow, automation and document issues, our Level 3 support is by phone and e-meetings. This unparalleled level of support has been the backbone of the Zegal service for ten years in Asia.
We love the Zegal system but we would like to use it for other use cases. Can this be done?+
Yes. Several universities and schools use Zegal for other specialised use cases, but the two we see most commonly are for the employment and management of overseas agents. If you want to talk to us about these use cases or anything else, please contact us today.
In practice
Award-winning, and proven in Singapore schools.
Zegal is an Amity University Tech Platform Award winner. See how Nexus International School implemented Zegal for its annual EduTrust contracting.