DocuSign CLM vs. Formstack Documents

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

[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.

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

• Excellent integration with other popular platforms
• Clear and usable documentation to walk through setup in a number of scenarios
• Responsive support that provided appropriate answers when we had questions
• Flexibility in use cases that support multiple modes of use

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

• We've had some issues with document formatting when the Formstack document comes through. Nothing outrageous, but it has been very inconvenient and annoying.
• The Formstack website is not attractive or user friendly.
• I think it could be clearer to Formstack users that it is a tool that needs another tool, not a tool all its own.

Incentivized

Ease of use, nice functionality that saves time

I am constantly experiencing issues with SpringCM.

Incentivized

Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.

Incentivized

Adobe Acrobat Sign was a more confusing process compared to DocuSign CLM. Acrobat presented signature abilities, yet sometimes this was electronic and sometimes this was done manually. Additionally, it is difficult to send and track the document when it goes to more than one signatory.

Incentivized

Each of the programs above answered a specific call to action. While each addressed a small portion of our need, they never quite fit the bill for what we needed. It was actually a representative from three of the ones above which selected WebMerge. They wanted to sell their product, but knew that we would be unfulfilled if we went with them

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

• The return on investment has been very good. It's very cost effective product. Our service team is on the phone and it takes away from the customer service if they are having to input the same information on applications. Web Merge eliminates additional key strokes while giving customers more time to run their business.

Incentivized