Likelihood to Recommend Esker On Demand is great for Sales Order Processing order creation. We use it with web services. It can make table read calls, test order creations (simulate order), and help with order creation. They are also working on change order management, but if you have multiple order entry methods or touch points, this feature may not be usable for your company.
Read full review Great for maintaining consistent language in proposals, contracts, RFI responses, and other legal documents. We can make sure our language passes our legal, regulatory and compliance departments without burdening each document with detailed reviews. This saves us time. When responding to RFIs, we have some standard language to several hundred questions and we can answer them by clicking the boxes. We put in an RFI response question # so they can easily be sorted to match the RFI document. Again, I can't count the labor hours saved. We use this to build plan documents and plan adoption agreements using building blocks that are added by selecting the sections and clicking some checkboxes to determine what gets added. JungleDocs is great for these use cases.
Read full review Pros Esker makes automated invoice sending very easy Esker tracks the sending of documents & records whether or not the message was successful Esker offers various reports that can be very helpful Esker stores all of our customers' contact info on the cloud, and it can be accessed from anywhere Read full review Auto population of documents from files stored on SharePoint. Eliminates extra steps for more efficacy. Can also set up automation for managing documents. Our department uses specific naming conventions for our documents and JungleDocs allows the naming conventions to be automated to help eliminate human error. Read full review Cons We can't enter credit memos in Esker. Need to enter in SAP and then link. PO invoices that were trained to go into the PO bucket, route into the non-PO buckets. Freight invoices that have had hundreds going into the non-PO bucket have a tendency to route to the PO-bucket because a PO number is referenced on page 7. Read full review The ability to update fields in headers and footers, if they change after the document has been created When content or metadata change, the document doesn't auto update the fields in the document, you have to manually go and click the update option (excludes fields in headers or footers footers) Read full review Usability Esker does everything that it promises to do, but it is very hard to figure out. I am a very tech-savvy person, but I needed extensive training to be able to use the basic functions of Esker. Once you know what you're doing, it's not too hard, but I don't understand why they couldn't make it easier to use.
Read full review Support Rating They have been very helpful and the online support site is awesome. They keep the site up to date with the latest changes and present challenges to keep learning the new updates to keep things entertaining. They are overall a great crew to work with
Read full review Alternatives Considered I have listed a few that we considered but there were many more in the initial assessment, Esker was priced well and had the best user interface. Was really easy to use and the implementation process was well designed. It was a system that could handle a two tiered delegations of authority for project expenditure and operational expenditure.
Read full review JungleDocs was intuitively easier to use than
eFileCabinet and Sharepoint. JungleDocs works with Sharepoint to extend its feature set and make it easier to use. Our team didn't feel that
eFileCabinet was suitable for all of our use cases, especially the RFI response documents. We used a scorecard to rank the products and JungleDocs proved to be the winner.
Read full review Return on Investment We now have reporting available down to the individual field level (changes, errors, etc) and can calculate cost to serve. It replaced on-premise hardware with cloud SaaS that is more cost effective and risk adverse. It is more intuitive; we can put new hires on order entry and experience less user errors. As a solution owner who fixes problems and answers questions, I don't find myself having to "think" about Esker and it has become a smaller part of my job now that end-users are more self-sufficient. Read full review Longer startup for member who are not familiar with metadata. Some support documents are hard to follow. Read full review ScreenShots