---
title: SimplyAgree Business Use Case Template
description: Use this Business Use Case template to share the purpose, goals, and measurable criteria for success of a new software project.
---

# Download Our Free Business Use Case Template

Inspired by AmLaw 100 firms, this template includes an example of a SimplyAgree Business Use Case document to make the drafting process a breeze.

 

- Earn buy-in from other stakeholders
- Move projects forward faster
- Measure success with ease

![SimplyAgree Business Use Case Template](https://simplyagree.com/hubfs/SimplyAgree%20Business%20Use%20Case%20Template.png)

![Troutman Pepper](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/removal.ai_b0066719-2b43-41df-b66b-8e2c3cf40ef7-troutmanpepper_Z1yntYn.webp?width=244&height=97&name=removal.ai_b0066719-2b43-41df-b66b-8e2c3cf40ef7-troutmanpepper_Z1yntYn.webp "Troutman Pepper")

![Katten ](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/Katten-removebg-preview_ZQGtSH.webp?width=244&height=97&name=Katten-removebg-preview_ZQGtSH.webp "Katten ")

![McGuire Woods](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/MGW_logo_Z2coVs5.webp?width=244&height=50&name=MGW_logo_Z2coVs5.webp "McGuire Woods")

![Polsinelli ](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/removal.ai_d561368f-5b48-42f0-b79a-b51a39941655-polsinelli_ZMswRJ.webp?width=244&height=128&name=removal.ai_d561368f-5b48-42f0-b79a-b51a39941655-polsinelli_ZMswRJ.webp "Polsinelli ")

![Orrick ](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/removal.ai_58b75e4a-0778-4324-a730-005667e7b301-orrick_NruGc.webp?width=244&height=97&name=removal.ai_58b75e4a-0778-4324-a730-005667e7b301-orrick_NruGc.webp "Orrick ")

![BakerHostetler ](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/removal.ai_c647cb65-1d04-4b6a-99f0-b626dcf93515-baker-hostetler-logo_Z9zsPx.webp?width=244&height=28&name=removal.ai_c647cb65-1d04-4b6a-99f0-b626dcf93515-baker-hostetler-logo_Z9zsPx.webp "BakerHostetler ")

### Learn more about SimplyAgree: a single and simple workflow for every closing function.

![Signatories ready for packets image](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/Feature_image_zDTXN.webp?width=700&height=479&name=Feature_image_zDTXN.webp)

#### Signature packets

Automate the signature packet creation, customization and collection process from front to back. Use the signature pages from your documents or let SimplyAgree create them. Gone are the long hours spent stitching together signature packets with PDF tools—you won’t believe you once built signature packets without it.

[ Explore signature packets ](https://simplyagree.com/features/signature-packets?hsLang=en)

![Closing binder options image](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/Closing_Binders_I_Zzv7MX.webp?width=700&height=480&name=Closing_Binders_I_Zzv7MX.webp)

#### Closing books

Your clients don’t want to wait weeks—or months—after closing to receive their closing books. SimplyAgree gives your deal teams the power to deliver closing books at closing. And more importantly, eliminate write downs for post-closing work on closing sets.

[ Explore closing books ](https://simplyagree.com/features/closing-books?hsLang=en)

![Document compilation image](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/Document_Compilation_I_2iEa7n.webp?width=700&height=475&name=Document_Compilation_I_2iEa7n.webp)

#### Document compilation

The more complex the deal, the more chaotic it becomes to compile your documents with a PDF tool. Unlock the simplicity of document compilation with SimplyAgree. You might wonder how you once managed versions, signature pages and exhibits without it.

[ Explore document compilation ](https://simplyagree.com/features/document-compilation?hsLang=en)

![Signature page creation image](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/InstaPages_I_1sXWuL.webp?width=700&height=479&name=InstaPages_I_1sXWuL.webp)

#### Signature page creation

Some deals only have a few signers, but some have hundreds. When you face the daunting task of drafting all of those signature pages, let SimplyAgree do it for you. Our InstaPage tool will automatically build perfectly formatted signature pages inside of your document for every signer in seconds.

[ Explore signature page creation ](https://simplyagree.com/features/signature-page-creation?hsLang=en)

![eSigning image](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/eSigning_I_Z5xUrN.webp?width=700&height=493&name=eSigning_I_Z5xUrN.webp)

#### Electronic signing

Say goodbye to the limitations of traditional eSignature workflows and get the flexibility you need for your deals with SimplyAgree's fully-integrated eSigning workflow. The only solution designed specifically to streamline the signature packet process for complex legal transactions.

[ Explore electronic signing ](https://simplyagree.com/features/electronic-signing?hsLang=en)

![Exhibit management image](https://simplyagree.com/hs-fs/hubfs/SimplyAgree_November_2023/images/Exhibit_Management_II_Z1x5k7Y.webp?width=696&height=500&name=Exhibit_Management_II_Z1x5k7Y.webp)

#### Exhibit management

Transform the way you manage exhibits and schedules with SimplyAgree's intuitive interface, designed to eliminate the tedious process of traditional PDF tools when compiling and updating numerous exhibits across hundreds of documents.

[ Explore exhibit management ](https://simplyagree.com/features/exhibit-management?hsLang=en)

<https://simplyagree.com/business-use-case#tab1>

###### Signature packets

<https://simplyagree.com/business-use-case#tab2>

###### Closing books

<https://simplyagree.com/business-use-case#tab3>

###### Document compilation

<https://simplyagree.com/business-use-case#tab4>

###### Signature page creation

<https://simplyagree.com/business-use-case#tab5>

###### Electronic signing

<https://simplyagree.com/business-use-case#tab6>

###### Exhibit management

##### Security infrastructure built to protect sensitive client data.

Nothing is more critical than the security and integrity of your client data. Our best-in-class cloud, private cloud and on-premises deployment options mean you don’t have to sacrifice security to improve process.

[ Explore security ](https://simplyagree.com/security?hsLang=en)

##### Seamlessly integrate with the tools you rely on every day.

![netDocuments](https://simplyagree.com/hubfs/SimplyAgree_November_2023/images/logo2.png) ![iManage](https://simplyagree.com/hubfs/SimplyAgree_November_2023/images/logo1.png) ![DocuSign](https://simplyagree.com/hubfs/SimplyAgree_November_2023/images/logo3.png)

 Explore integrations

#### Nearly 40% of the most active deal firms in the U.S. rely on the SimplyAgree platform.

40%

Data according to VC, PE and M&A deal volume provided by [PitchBook's 2022 Annual Global League Tables](https://pitchbook.com/news/articles/global-league-tables-2022-annual).

### See SimplyAgree in action at one of our weekly webinars.

[ Sign up now ](https://simplyagree.com/demo?hsLang=en#top)