DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
$15
per month
Uberflip
Score 8.2 out of 10
N/A
Uberflip is a content marketing platform from the Toronto company of the same name. Central to Uberflip is its content hub for aggregating, centralizing, organizing, and finally curating content for delivery to targeted audiences in streams, culminating in the call-to-action (CTA). Uberflip also contains analytics that show how effective these CTAs are (and in what context they are effective or not) so poor content can be confidently dropped in favor of what works.
For $200 monthly the user…
This product is well suited in the use case that I provided before: when it comes to onboarding employees and providing a clear channel for decision making for human resources, this is an excellent tool to accomplish that. I would say the weak points is when you have back and forth communication with users that it might seem a little redundant to have that back and forth communication in that scenario.
Uberflip is well suited to bring your larger organization into sharing content. Instead of relying only on marketing to be driving content, Uberflip has made it easy to integrate content into the sales process or client services process, with the ability to make the experience unique to sales or CS. Where Uberflip may not be as suited is if you are looking for landing pages to capture leads, most of the time for landing pages designed to sell a product you want to add specific feature copy and be able to place a gate over content without having a user jumping from page to page, while also having the gate capturing information and allowing you to trigger activities from your marketing automation system. Uberflip doesn't allow you to add copy or manipulate a landing page and only allows you to add information from a gate to a static list, which does not allow you to automate the process.
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.
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."
This serves all of our content marketing needs, but our sales team does need a more robust sales enablement solution. It's hard to have the engagement/usage data for different kinds of content in disparate systems. But I've looked for years and been unable to find a one-size-fits-all solution to solve all marketing and sales enablement use cases.
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.
For me this has been very easy to use. Once we got the basics down it was easily repeatable and if we did end up having questions our point of contact was very helpful and fast in getting our questions answered. If it was above their capabilities they brought in a support professional who really made it easy for us to learn and replicate their steps.
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
The support and the team at Uberflip is THE BEST!!! They are seriously so great. They got to know me on a personal level and really cared about getting my Hub set up the way I wanted and they want my Hub to be successful. They even took a few of us out to dinner when they were in my area for a marketing event. They are always there to help me and only a quick email or phone call away
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.
It wasn't exactly training but there was a step by step check list of things in a project the Uberflip team shared with me. There were links to helpful articles on it that walked me through how to set things up
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.
The implementation team was with us every step of the way, helping us map what needed to be done, providing examples of other customers and being as hands-on as we needed
There has never been anything that we could really compare to Docusign. We have tried sending documents in a PDF version, but that was not nearly as efficient. DocuSign saves your signature in the system and uses that as it goes through your documents.
When it comes to asset management, Uberflip has a HubSpot beat. That doesn't mean HubSpot isn't necessary for other functions, but when it comes to the content itself, the backend organization, reporting (item and stream level), and delivery of the content is much more useful in Uberflip. Otherwise, they have the same learning curve.
