airSlate WorkFlow vs. Ironclad

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

I think it worked realllly well at my previous company where we used it for a very simple form that just required one simple signature from both sides- this was a form used to record custom pricing/discounts for a product that typically was not discounted. In my current role, there are many more required fields on the form/contract, and can be multiple levels of approvals on one side, and then possibly multiple levels of approvals/signatures on the other side. I've never used another solution in the exact same way (like DocuSign) to be able to compare experiences, but on Ironclad, understanding where I am in the completion process can be confusing. Within the app, I wish it was more of just a checklist or schedule of what needs to happen, but it's not written out that clearly. Lastly, there is something wrong with our notifications (I'm not sure if this is specific to my company's settings)- I frequently get 'contract completed' or 'contract signed' email notifications even if that hasn't occurred. They seem to correlate with updating the form or refreshing the sync from SFDC.

• 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

• Keep track of legal documents versions
• Approve legal workflows
• Forward email threads to the legal workflow

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

• Contract link feature in the case of amendment/addendum.
• Auto document retention feature (expiration and deletion).

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

Ironclad is the best tool I have used to date, to manage workflow and tickets. It was very easy to use and navigate from the very first time I used it. My time is very valuable and I don't have time to sit in training sessions, simply to use a new product. I'm happy to say that I was never formally trained on Ironclad as it simply wasn't necessary.

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 haven't used the support services for IronClad, but I understand from our legal team, the support is very good, they have replied and provide solutions quickly and effectively. I have used the documentation and support pages which are very complete and which have been updated given the user interface updates.

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

Miles ahead of LinkSquares

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

• At Gusto, where we operated on no contracts for many years, Ironclad allowed us to create a very simple process for getting approval for, and keeping records of, customized pricing on our new, high-end plan.
• Wasn't part of the buying committee, but in my current role it's been heavily utilized externally for customer contracts, but also internally for employee agreements.
• I don't have any actual numbers, and don't have a way to compare it to any prior e-signature setup.