Adobe Acrobat Sign vs. Workiva

Acrobat Sign isn't quite as user friendly as other E-Sign platforms I have used. However, it offers a wide range of features that provide convenience and efficiency. For example, I can have multiple people receive the same document separately, or I can have multiple people receive and review the exact same document. I also like that I can choose to set a signing order or not, this is important for when I send Offer Letters and other things that require order of approvals.

Wdesk is best suited for companies with demanding SEC filings and documents, with multiple revisions due to auditor/counsel review, and where financial reporting is extremely manual. Wdesk really helps take out the potential errors out of extremely manual processes, and helps automate regular financial reporting by allowing companies to link financial information and build customized flows of their information into financial statements and other documents (such as presentations or other internal reporting).

Incentivized

• Adobe Acrobat Sign tracks whether or not a signer has viewed a document
• Adobe Acrobat Sign tracks when a signer has signed, and the document has been sent to the next signer
• Adobe Acrobat Sign sends you confirmation emails and progress update emails along the way
• Adobe Acrobat Sign provides a "confirmation of signing" page at the end of the document package you put together, to prove the signatures are authentic

Incentivized

• The biggest strength of the program for our team is that multiple users can work in the document at the same time. Multiple users can be in the program updating financial statements, footnotes, MD&A - all without stepping on each other's toes.
• Rolling forward the documents from one period to the next is pretty simple. Links to source documents are maintained and new ones can be added without much hassle.
• Edits and changes can be made right up until the last minute before filing. There is no waiting period or pencils-down period unless we enforce one ourselves - the Financial Reporting team is in control of the timing of our filings.

Incentivized

• Builds on Adobe platform so it is easy to utilize, but many features require enterprise subscription.
• Integrations available but your CRM integration is only available with enterprise license.
• Lots of templates but there are additional templates with enterprise only and there was no drag and drop editor.
• Adobe captures some analytical metrics but many of the analytics we required were not available - specifically metrics related to how the tool converts and reduces use time by our team and the impact on clients.

Incentivized

• The automation could be better. A lot of mass updates are done manually.
• Sometimes the system has connection issues and certain functions are down.
• The customer service could be more proactive to provide regular training and sharing updates on the software.
• Customer service could be better to help process the mass updates in a timely fashion.

Incentivized

It is by far the easiest service we have used to obtain digital signatures from employees. In the past we had done it by hand (a process I would not recommend for 1500+ employees) and with another company that would not allow us to create our own forms and would charge us for each form.

Incentivized

I've had very little trouble with it in all my uses with it. I do wish the text boxes you add wouldn't cut off the text if you entered too many words and that it would adjust it's size to fit within the space you've provided. However, that just takes a little refining in the initial set up of the document before you send it out.

Incentivized

Overall it's a good-to-go product because of its features. It's easy to set up, meets requirements, has quality support, etc. So far, it has been working quite well for me, and I wish to continue using it for as long as it meets my requirements.

Incentivized

I would have rated this a 9 or greater had they not had had such critical outages. They have taken steps to resolve this so I may come in and revise this

The Adobe Acrobat Sign's performance are excellent.

When we send electronic document by email for signature all the customers receive it regularly, nobody has any issue to open it and the signature phase was very easy. The user-friendly aspect of this product reduce or reset the call for IT support

Incentivized

It is a great tool to get signatures from the client and has reduced a lot of overhead that was caused before resulting in very long delays. With the integration of Adobe Acrobat Sign, we have reduced this delay making the process much smoother and more efficient.

Incentivized

Workiva's technical support is impeccable and undoubtedly one of the best. The times we needed them, they were super quick and willing to help. It works 24 hours a day, and there will always be someone to help with doubts or technical problems regarding the tool.

Incentivized

The best types of training are well integrated into the product and Echosign does this well. As mentioned earlier in my review - there are some areas of functionality that can be difficult to understand ("only I sign") for the novice user. Other areas such as macro usage, bulk signature and so on were easily learned and understood via the online tools.

We did not use it in the manner that most companies do, so I am pleased with how our company handled implementation. We will be pushing the full company over into Echosign for various processes which will incorporate more of an implementation effect.

They are just different. Adobe's number one feature that puts it above it's competitors is that your document, the signing process, all of it exists within Adobe. There is no need to go from Word, to Adobe, to DocuSign. It saves you time and makes life easy for you (and for your clients).

Incentivized

We moved from a third party filer to doing it in house. Have seen demos of products like Active Disclosure, which has come a long way from the beta version I saw and but we are not too far gone with Wdesk for us to evaluate other products. When we first signed up with Webfilings, (former name of Workiva), there were no viable products in the market. I had seen an Oracle product and a beta version of Active Disclosure. It was not hard to see the ease and intuitive-screens, to guide one through the filing process. The excel-like spreadsheets were an added bonus.

Incentivized

At the beginning we assigned Adobe Acrobat Sign just to Purchase Office Department because at that moment we needed a tool that supported us to avoid manual signature and was compliance with remote working.

Now we are using it also in other situation because it help us with time and we can also reduce cost

Incentivized

• Significantly reduced the time required for document signing processes reducing wasted time and effort
• Cost savings since there is no longer any need to print and post/scan traditional signed paper-based documents
• Faster decision-making since time-sensitive decisions and approvals can now be processed much more quickly by using e-signatures.

Incentivized

• We spend less than we used to with a traditional printer.
• We have been able to do turn-on-a-dime equity offerings with last minute changes and still file on time.
• Inviting external legal into the platform has helped with communication but we actually suspect they spend MORE time (and billing) on our documents than they used to just simply because it's so easy to get at them anytime they want.

Incentivized