airSlate WorkFlow vs. Zeal

While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually

Incentivized

Besides having all the functionality of any 5 star CLM, the situations it has helped were:

• Preventing contract
  deviation by controlling template versioning
• Improving
  business processes with customized features such as unique intake forms

• The bots are fantastic, so many to use to really increase functionality
• User friendly for those who are first time users, and the system just gets easier and easier to use with experience
• The email notifications for bot failures are very much appreciated, we know right away if something is not functioning
• The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned
• Regular updates to the platform for improve functionality

Incentivized

• Client service support.
• Personalization of need.
• Document tracking.

• On occasion, bots need to be reset/removed in order to work.
• I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person.
• Being able to assign fields while in the field editor would be helpful!

Incentivized

• New feature request process - they tend to ask a lot of questions regarding my request.

I give this rating because I am hopeful the functions I would like will be added in the near future.

Incentivized

It seems airSlate designers spent a significant amount of time ensuring the product is easy to use and appealing. They were able to accomplish this without sacrificing functionality and quality. The interface isn't cluttered and allows end-user to get going with minimal training. Designing workflows is a snap with the drag and drop "bots" (functions).

Incentivized

Zeal is user-friendly for the non-tech person to use.

I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating

Incentivized

Customer support is outstanding.

We had been unable to get much attention from DocuSign support/sales when we decided we wanted to connect forms to Salesforce. I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in DocuSign myself, but my users tell me that airSlate forms are much cleaner.

Incentivized

Much more hands-on team at Zeal that provides outstanding service to setup, train and educate our team on how to best use the product

• Time saved on downloading documents, they are automatically added to our Google Drive.
• Capability to edit each document without creating a whole new template saves a lot of time.
• Cuts down on volunteers needed to do intake paperwork with a patient.

Incentivized

• Allowed sales to send out templates without modification.
• Automated tracking of data from contract templates sent out.