airSlate WorkFlow vs. Pipefy

Well suited for forms that need to be signed by one or more people (ie multiple levels of managers). Great to keep all completed slates in one section so that you can find what was completed and where. It does get a bit tricky with routing when it's a bit of back and forth.

Incentivized

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

Incentivized

• The airSlate interface is very easy to use. Creating new forms or updating existing ones is way less challenging than other similar platforms.
• airSlate integration with other platforms is straightforward and doesn't require special unique code.
• The look and feel of the user interface is clean and inviting.

Incentivized

• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

Incentivized

• Field mapping to Salesforce is precise but a bit fidgety. Would be nice to be able to do it on the form builder instead of in a separate bot.
• Fillable fields in PDFs are ugly. It would be nice if font size/spacing/alignment actually matched the document.

Incentivized

• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

Incentivized

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

Incentivized

Starting with a template it is easy to see how parts of the workflow are connected and make changes that will customise the product for your own use case. In our situation, rather than starting from scratch, our form was working within hours of joining the trial version. Several hours of tweaks lead us to a form that is better than the tool it was replacing and we are saving real man-hours with a minimum investment of time and money. Service has been exceptional.

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

Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

Incentivized

HelloSign is the only other products we've used but it does not have the automation we needed. We used it when we were processing fewer digital forms and most others were required by our legal department to be printed and signed.

Incentivized

We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

Incentivized

• Time saved from having to email or run documents to other people for sign off
• Time saved from auto-storing documents in the correct place once we get all the bots set up
• Confidence from a legal standpoint due to the validity of e-signatures and its tracking

Incentivized

• We were able to register and manage over 5 thousand transactions in the first 2 years of our startup.
• It compiled more than 5,000 contacts for present and future campaigns.
• It's the back office for our startup.

Incentivized