airSlate WorkFlow vs. DocuSign CLM

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

DocuSign is useful for collecting electronic signatures on isolated documents and packets that are administered separately or integrated into another system. DocuSign is integrated into our onboarding system, Paylocity, which is where the employee completes all onboarding tasks required for employment. Integrating DocuSign with Paylocity allows us to send documents that require more than one signature along with other onboarding tasks, which makes for a less confusing onboarding experience for the worker. DocuSign also allows us to automatically run E-Verify from the integrated Form I-9 Document, which saves us lots of time onboarding each employee.

Incentivized

• 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

• Alerts when documents are signed
• Notifications if customers don't complete any or all of their required tasks
• Showing clients exactly where to sign
• Making signing easy and fast

Incentivized

• 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

• Increase sending limit for initial plans
• Faster return for client service requests
• When correcting a document, no new email is sent for notification of an update. The clients have to go back to the old document, and it feels uncomfortable for them.

Incentivized

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

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

I am constantly experiencing issues with SpringCM.

Incentivized

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

DocuSign CLM has a much improved user experience compared to similar products we have used. The streamlining of templates and traceability through the signing process are huge benefits, and better than competitors. The ability to set up designated templates for different use-case scenarios, and roll out efficient documents for signing, is invaluable, as well as other functions like Bulk Send and PowerForms.

Incentivized

• 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

• Positive - has helped us track renewals which allows us to get out of "bad" contracts or renew "good" ones.
• Negative - we had hoped for it to help us determine which terms and conditions we have agreed to in other contracts. This has made contract review remain a lengthy process.
• Positive - We are now able to find all of our contracts which has helped us get out of unnecessary contracts (which positively impacts finances).

Incentivized