Epicor CPQ vs. Dropbox Sign

KBMax as the interface is very clean and easy for new users to understand how the product works. This platform offers effective communication between professionals and easy project planning solutions. Its reporting options are easy to use and generate accurate data reports and also manage all the project data from one roof.

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Someone who has never used Dropbox Sign before could quickly figure it out without needing a tutorial or guide. It is very useful in instantly collecting signatures and keeping others in the loop as well, even if they aren't signers. I love that there's an option to cc someone in basically and they'll be able to see the documents and when it's signed. It's also impossible to miss a document not being signed because it automatically sends reminders to signers if they do not sign and emails reminders daily, letting me know how many documents are pending signatures.

• Easy on scheduling.
• Excellent planning system.
• Services automation.

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Independently Invited by TrustRadius

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• Allows customization for each client.
• Gives us all the room we need to create a thorough contract.
• Allows us to save each executed contract as a PDF.
• Looks like a pricey, professionally drawn-up contract.
• The ability to send a new customer a professional-looking contract like this makes us look "bigger" than we are.

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• Training on KBMax is a must process.
• Requires an heavy machine.
• Not easy on configure all the functionalities.

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Independently Invited by TrustRadius

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• It would be nice to be able to build a template for just the location of the signature boxes that would allow me to upload a document, and the boxes could be basically replaced. I have the exact same doc for each of my clients, but there are small changes here and there, and I have to fill in their personal info through another program, so it would be nice to be able to do a template this way instead of just tying a template to one document.

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Because this product has been affordable which is so important for a non profit however it is also of good quality so its not like you get a cheap version of this you get a quality product at an affordable price and that is so important for a non profit

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I found this to be super user-friendly and easy to teach other teammates how to use in 5 minutes. I use it frequently, and there was little to no learning curve with this product. I also find that document signers have no problem navigating the documents we need them to review.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have not encountered this because it was so easy to use however just seeing how they created a community is great and shows that they are here for their users. I am going to say I am sure they are available and ready to assist when needed. The fact that we have not yet experienced an outage and issues says a lot though :)

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Again I cannot say it is enough this app is simple. We are preparing to be able to integrate with Salesforce and Sharepoint at a very small cost per user (these are the platforms we use) and it is great that they have the option to integrate these apps. We love this app

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Support is limited to email only (for our subscription level), which might be OK for a e-signing platform if support was relatively rapid. This is not the case with HelloSign. Since the issues first arose a week ago, we have made no discernible progress in solving the problem. No matter how quickly I respond to a follow-up email, we receive only 1 email a day from the support. The other issue, which is a true edge case situation, is their insistence on receiving email from the same email account as the HelloSign registration. We changed our organizational email recently, and I was still logging into HS using our old email address. This became a hard stop on further support, which doesn't make sense on a practical level. Why would someone write in for support with specific issues if they weren't a customer? And if they did, wouldn't that be a miniscule proportion of the support requests? So if you adopt a policy that stops providing support to anyone who isn't verified, regardless of the situation, isn't that using a blunt instrument to solve a very rare issue? Reflects the overall organizational values, in my opinion, which is not to value the small customer.

I can not say it enough - this was the easiest implementation we have had with an application. I became an admin, I added the person who would be the back up admin, we moved forward with adding accounts and that was it. All the users we have were self sufficient enough to move forward with very little guidance and the guidance they received was in house.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Dropbox Sign seems a little more intuitive and user-friendly than DocuSign. DocuSign also has a limit to the number of documents that you can send for signature over a period of time. Dropbox Sign integrates with just as many applications and software as DocuSign does. I also think the amount of templates that they give you to use is more than adequate for most business applications and more than other services seem to give you.

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The appropriate price for the system.

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Between the easy to use app, the pricing, and the team at dropbox. This app is hands down great! Easy to use. Anyone can start using it and if not I am sure the team at dropbox will guide you to implement. The cost especially for us as a nonprofit is sustainable which is great.

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Invited by the Vendor

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• KBMax reports are most effective and easy to understand.
• Its scheduling capability is impressive.
• Data planning and project data management.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Faster time to contract signature-less overthinking because they sign with their finger on the phone with the sales rep.
• Reduction of paper waste and organization.
• Ease for sales reps to quickly choose and alter any agreement they need while on a call.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info