Likelihood to Recommend Coda is great to build a place for your users to go to and see information. It is easy to navigate through and the variety of content creation is great. However, it is not always easy to create what you want and there is a lot of playing around and learning. Coda also sometimes misses some functionality which is expected. For example, downloading a list of users that have access to the platform. Being able to send push notifications when a new page has been created etc. Overall it is a good tool to use just be prepared to invest time!
Read full review I am going to speak of a personal experience- on multiple occasions: I need my husband to sign documents during the day and I don't need him here- physically. He sometimes works in different parts of the state as well at his own company. There is no problem at all, as long as he has access to his cell phone, email, and cell phone service- he can sign the documents I need him to. It is AMAZING- I can't speak highly enough of Docusign.
Read full review Pros Flexibility. It's easy to get started on a small scale, but add more complex organization strategies as needed. Integrations. It's simple to ingest data from sources like Zapier for time-saving automations. Useful components. View table data across different formats like cards or custom detail views. Read full review Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately Can resend, alter, change, and/or add to the email and/or document that is sent out very easily The recipient can save the document after signing, so they too have their own electronic copy for their records Read full review Cons It takes getting used to in terms of how the formulas per column is implemented, in contrast to how we build tables in Excel. For organization/team purchase, it would be worth considering having a training for the core team of users. Right now, we do a lot of self-learning. Inability to email charts or image without these objects being hosted on a third party. The community has been great in providing workarounds but it would be much more convenient to be able to have such ability natively. APAC Support. I'm based in Malaysia, due to timezone differences, even with a livechat implemented, the support for each step and conversation takes up to 24 hours per response. Having some hours covered in our timezone would greatly improve customer support experience. Read full review Tracking, particularly when collecting signatures through connected applications, such as an ATS, is not always clean or easily traceable. Formatting documents to handle electronic signature types (signatures, initials, etc.) is not always easy, and highly dependent on the partner's technology. It is not convenient to have to use DocuSign as a stand alone product if the signatures are required for 3rd party applications. It definitely excels on its own, but the scope of that usage, at least for us, is slim. Read full review Likelihood to Renew Coda is definitely something that has been proven to drive positive impact in our organization. We have many divisions that can benefit from this that we have yet to explore. It would definitely be worth renewing.
Read full review I can't imagine doing business without DocuSign now. I would never want to go back to the way we used to do things. The "new way" is "the way" is "the right way." We can honestly be proud of a "one right way" process and not have to suffer through "5 ways for 5 days."
Read full review Usability Coda can seem either really useful or really useless. The extremes of both ends is driven by what our own understanding of what we want to implement. If we lack this understanding, it will be easy to misunderstand Coda's usability especially in the wrong context.
Read full review Generally user-friendly once you have command of the basics, but also has a lot of nuances that can make it difficult to train others on. DocuSign University is a helpful tool, but understandably a lot of content to get through to become a well-versed user. A lot of different functionalities but only a few I use on a weekly basis.
Read full review Reliability and Availability So far in the past year, we haven't had situations that Coda has gone down for us which is great.
Read full review It does not go down. I have had zero issues with DocuSign, approaching 4 years.
Read full review Performance We haven't done any integrations - the initial part of our experience we found that for docs with complex formulas, the page tends to load slowly but in recent months, Coda has improved and optimized the loading times in general and we generally don't find any problems in terms of speed anymore.
Read full review Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.
Read full review Support Rating Mainly due to timezone differences. I think Coda's support in general is well implemented and executed. They know their stuff and are helpful. But since I'm not in the same timezone, solution rates are slower for me, and that's not something I prefer. I work in customer service, too, and more often than not, time is important. Shortening the solution time would be a much greater experience.
Read full review I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours
Read full review Online Training Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.
Read full review Implementation Rating I'm relatively inexperienced but this experience is meaningful. It would have been nice to have some guidance from Coda so that we understood more on Coda's purpose and potential.
Read full review Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.
Read full review Alternatives Considered While all of the products listed have great features and platforms, there was always one thing missing from them that I would need to get from another application. Coda was the first one we used that really combined some of the best parts of those products and allowed us to use it in one place. I also appreciate the flexibility of creating your own framework and workflow, unlike in other tools where you have to follow how they capture data and organize projects.
Read full review I would say that DocuSign's biggest competitor and a most similar product is
Adobe Sign . They both offer almost identical features with Adobe offering a slightly better interface.
Adobe Sign is also less costly than DocuSign while offering templates that can be useful for various activities. If you are looking for more branding options then Adobe offers a slight advantage but for corporate control, I would say DocuSign offers more security.
Read full review Scalability I think scalability is definitely good here since it's based on number of doc makers. Implementation into each dept becomes simpler. That being said, due to the nature of our work, we find it easier that we have a "super user" and then a team of other doc makers. This would make the doc creation and management more efficient.
Read full review In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.
Read full review Return on Investment Increased insight for all stakeholders involved--both in terms of overview and details Better grip on issues and escalations--reduced friction, confusion, and higher clarity on status, next actions, and ownership. Reduced time required by those who need to maintain all information. Record (a detail) once and use multiple times. Read full review DocuSign has made fax machines obsolete for receiving, signing, and returning documents to multiple parties. DocuSign is a secure method of signing documents and that is a positive. Fax machines are generally not very secure. DocuSign stores your documents in an encrypted form which protects your privacy and the privacy of all parties named in a document. Read full review ScreenShots