Use cases

The documents your team builds by hand every week.

Thirty-six jobs across ten industries, grouped by the service level each one needs, plus the full document library each industry runs on - from a Sale and Purchase Agreement to a salary certificate. Most start in the first service, because the document is the problem long before the signature is.

36Use cases
10Industries
83Document types
Any objectStandard or custom
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Service 01

Documents that write themselves.

The record already holds every value the document needs. These are the jobs where the only thing standing between the data and a finished file is somebody retyping it.

Document Generation No signing involved - the document is produced and filed, you send it however you do today.
Real estate

Tenancy contracts from a Property record

Unit, rent, term, landlord and tenant details all live on the Property and Tenancy records. The contract is assembled from them the moment the deal is agreed.

Result: A contract ready to send, filed on the Tenancy record, in seconds

Financial services

Loan offer letters from an application

Approved amount, rate, tenure and repayment schedule come straight off the application record, with the schedule as a repeating table.

Result: No re-keying figures into a Word file, and no transcription errors

HR

Offer letters from a candidate record

Salary, start date, grade, manager and benefits are already captured during recruitment. The letter is generated from them rather than from a copied file.

Result: Every offer letter uses the approved wording, every time

Legal

Engagement letters from a matter record

Client, scope, fee basis and the partner responsible fill the firm's standard engagement letter, with optional clauses appearing only when they apply.

Result: Standard letters stop being a copy-paste job for fee earners

Sales

Proposal packs from an Opportunity

Line items become a priced table, the customer's own currency is used, and a discount clause appears only when a discount was actually given.

Result: One button on the Opportunity produces the whole pack

Education

Admission letters from an application

Programme, intake, fees and conditions come from the application record, with conditional paragraphs for scholarship or conditional offers.

Result: Hundreds of letters generated without a mail-merge spreadsheet

Real estate

Handover packs and title transfer papers

Unit handover certificates, key receipts and title transfer forms all draw on the same Property and Buyer records that the sale was recorded against.

Result: The whole handover pack produced from one record

Legal

NDAs issued on demand

Counterparty, term, governing law and purpose come off the matter or opportunity record, so a routine NDA stops occupying a fee earner's afternoon.

Result: An NDA out the door in the time it takes to open the record

HR

Salary certificates and letters of employment

The letters staff request constantly - salary certificates, employment confirmations, visa letters - generated from the employee record on request.

Result: HR stops rewriting the same three letters every week

Insurance

Policy schedules and certificates

Cover, limits, exclusions and endorsements are held on the policy record and assembled into the schedule and certificate of insurance.

Result: Schedules that always match what was actually underwritten

Procurement

Purchase orders from an approved request

Supplier, line items, delivery terms and approval references become a formal purchase order the moment the request is approved.

Result: The PO document matches the approval, always

Public sector

Permits, licences and official notices

Applicant details, conditions and validity dates come from the application record into the department's official template.

Result: Consistent official documents across every department

Service 02

When signing already happens in Circularo.

Some teams already sign in Circularo and are happy there. The gap is everything before it: exporting from Salesforce, uploading by hand, and then having no idea what happened next.

Generation + Circularo One API token connects the two systems - documents go across, status comes back.
Legal

Drafted in Salesforce, sent by the lawyer who owns it

The document is generated from the matter record and lands in Circularo ready to go. The fee earner decides when it goes out and to whom.

Result: No more downloading and re-uploading a file to send it

Financial services

Compliance keeps its signing process untouched

The signing workflow, retention and audit rules stay exactly where compliance already approved them. Only the document's arrival changes.

Result: A new capability without a new compliance review

Operations

Nobody has to ask where a document got to

Sent, opened and signed all appear on the Salesforce record, so the person who owns the deal can see the position without chasing anyone.

Result: Status visible in Salesforce, without opening Circularo

Public sector

Separate entities, separate signing accounts

Different departments or entities sign under their own Circularo accounts while sharing one Salesforce org and one set of templates.

Result: Several Circularo accounts running side by side

Sales

Documents arrive ready, not raw

Recipients, signature positions and reminders are already configured when the document reaches Circularo, so nothing is set up twice.

Result: The document is send-ready the moment it appears

Insurance

Volume without the upload queue

Policy documents generated in bulk land in Circularo automatically instead of being uploaded one at a time by an operations team.

Result: The manual upload step disappears entirely

HR

Recruiters send, HR keeps control

Offer letters are generated from the candidate record and land in Circularo, where HR decides when each one goes out.

Result: Recruiters stop emailing documents from their own inbox

Real estate

Agents work in Salesforce, signing stays central

Brokers raise the paperwork from the property record while the signing account, audit trail and retention stay with head office.

Result: One signing account, many agents, no shadow processes

Education

Admissions volume without the upload queue

Offer and enrolment documents for an entire intake arrive in Circularo ready to send instead of being uploaded one by one.

Result: An intake's worth of documents prepared in one run

Procurement

Buyers raise it, the signing team sends it

Purchase orders and vendor agreements are drafted from the request and handed to whoever owns supplier signing.

Result: Clean separation between raising and signing

Legal

Matter documents, one signing trail

Every document for a matter is generated from it and signed through the same Circularo account, so the trail stays in one place.

Result: One audit trail per matter, not one per fee earner

Financial services

Branch staff without new systems

Branch teams keep working in Salesforce; documents reach the central signing account without anyone learning a second tool.

Result: No new system for front-line staff to learn

Service 03

Nobody touches it at all.

These are the documents with a deadline and a chaser attached. Generated, sent to the right people in the right order, signed, and filed back on the record while the team gets on with something else.

End to End The full loop, including identity checks, reminders and signed-copy write-back.
Real estate

Tenancy signed by tenant and landlord

The contract goes to the tenant first, then the landlord, each verifying identity with a one-time code sent to their email before the document opens.

Result: Signed tenancy filed on the record, both parties verified

Financial services

Loan agreements with an identity check

The borrower receives a one-time code, and the document itself carries a password read from their own record, so a forwarded link is useless.

Result: Signed agreement written back, with a full audit trail

HR

Offer out, countersigned, filed

The candidate signs first, HR countersigns, and the completed letter is filed on the candidate record named after the original.

Result: The signed offer is on the record before HR opens their inbox

Procurement

A vendor pack signed in one pass

MSA, schedule and NDA are merged into a single document, with the corporate annex included only for corporate suppliers.

Result: Three documents, one signature run, one filed PDF

Insurance

Settlement documents that stay confidential

The settlement letter is password-protected per recipient, so the contents are unreadable even if the link is forwarded on.

Result: Confidential terms protected at the document, not just the link

Legal

Approval chains that run themselves

Each signer receives the document only when their own record meets the condition set for them, in the order the matter requires.

Result: The chain advances without anyone sending a reminder

Real estate

Sale and Purchase Agreements, end to end

The SPA is assembled from the property, buyer and payment-plan records, then signed by buyer and seller in order, each verified by a one-time code before the document opens.

Result: A signed SPA filed on the property record the same day

Financial services

Account opening and KYC packs

Application form, terms, mandate and declarations are merged into one pack and signed in a single pass with identity verified per signer.

Result: Onboarding completed without a branch visit

HR

Employment contracts with every annexe

Contract, job description, confidentiality annexe and policy acknowledgements are merged and signed once by the new joiner.

Result: One signature covers the entire joining pack

Education

Enrolment agreements signed by parents

The enrolment agreement and fee schedule go to a parent or guardian, protected by a one-time code, and return signed onto the student record.

Result: Enrolment closed without paper crossing a desk

Public sector

Consent and service agreements with a trail

Citizen-facing consents and service agreements are signed with verified identity and a complete record of who signed, when and from where.

Result: An audit trail that stands up to inspection

Operations

Standard operating procedures acknowledged

Policy and SOP acknowledgements go out to the right people, each conditional on their own record, and return signed and filed.

Result: Compliance sign-off collected without chasing

Document library

The paperwork each industry actually runs on.

Every document below can be generated from a Salesforce record. The dot shows the service level it typically needs - most are produced and filed without signing at all. If yours is not listed, it almost certainly still fits.

Real estate

9 documents
Sale and Purchase Agreement (SPA) Tenancy contract Booking form Payment plan schedule Title transfer form Handover certificate No Objection Certificate Brokerage agreement Lease renewal notice

Financial services

9 documents
Loan agreement Loan offer letter Account opening pack KYC declaration Facility letter Guarantee Mandate form Settlement letter Statement pack

HR

9 documents
Employment contract Offer letter Confidentiality annexe Salary certificate Employment confirmation Visa support letter Probation confirmation Warning letter Exit and clearance form

Legal

8 documents
Engagement letter Non-disclosure agreement Master services agreement Settlement agreement Power of attorney Retainer agreement Client care letter Matter closing letter

Sales

8 documents
Quotation Proposal pack Order form Statement of work Master services agreement Renewal notice Discount approval Service level agreement

Education

8 documents
Enrolment agreement Admission letter Fee schedule Scholarship award letter Parent consent form Student contract Transcript cover letter Withdrawal form

Insurance

8 documents
Policy schedule Certificate of insurance Claim settlement letter Endorsement Renewal notice Cancellation notice Proposal form Discharge voucher

Procurement

8 documents
Vendor agreement Purchase order Statement of work Supplier NDA Request for quotation Supplier onboarding pack Delivery acceptance Contract variation

Public sector

8 documents
Service agreement Permit Licence Citizen consent form Official notification Tender documents Grant agreement Inspection report

Operations

8 documents
Work order Asset handover form SOP acknowledgement Compliance attestation Incident report Maintenance certificate Site access authorisation Equipment receipt
Generated and filed - service 01 Delivered to Circularo - service 02 Signed end to end - service 03

Yours not on the list? It usually still fits.

If the content of the document already lives on a Salesforce record, it can be generated from it. Bring the document you produce most often and we will show you.

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