Cloud Elements (discontinued) vs. Tallyfy

Cloud Elements shines when you want to offer multiple options to the user on a type of system, such as supporting integration to CRM and wanting to offer Dynamics, Salesforce, and HubSpot on equal footing. If you only have a single integration with a single system, using Cloud Elements adds an unnecessary layer of abstraction.

Incentivized

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

• The API itself is very robust and easy to use, being a standard REST interface, standard HTTP response codes, well-packaged error messages, etc.
• Their uptime is great! I think I've seen one (short) 5-minute' blip' the entire time we've been connected for any type of primary function.
• Their support is top notch, they respond quickly, and the team that works with you is communicative and knowledgable.

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• The only thing I can think of that they could improve is the quality of the assets they produce in the go-to-market process. This is a huge value add service, but the quality of what was produced was lower than what we would have produced internally. We spent more time going back and forth on the assets than it would have taken us to build them from scratch.

Incentivized

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

At the time we found Cloud Elements we found no other option that had a Unified API for cloud storage providers.

Incentivized

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• Not my area of expertise, but it made my job as an implementer much easier, especially after finishing the first integration.

Incentivized

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized