Fortra's Automate (formerly HelpSystems Automate) is a robotic process automation platform for desktop applications. According to the vendor, it offers the ability to automate almost any business process, and no technical expertise is required—IT and business users alike can understand the drag-and-drop interface.
N/A
airSlate SignNow
Score 8.5 out of 10
N/A
signNow is an eSignature solution with mobile apps for iOS and Android. signNow can be integrated into popular platforms and offers SaaS, public cloud, and private cloud deployment options with the same underlying API. This enables customers to leverage the power and usability of the signNow eSignature platform, while meeting their particular security and compliance requirements.
It's great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.
SignNow is particularly useful for simple documents, forms and contracts where there the fields are pretty standards- names, signature block, title. It would be helpful to have features that allow substitution of certain fill in the blanks such that allow you to use the same template but first have a dialog to integrate language for a person, corporation, partnership or LLP. I'm a lawyer and having the ability to assemble variation of this nature into one template would be helpful. Also (and it may do this) the ability to change the actual form/document within the a template would be useful.
When using shared templates, the option to rename the document is at the bottom of the signatures page. I would like that to be visible sooner as some of my team misses it and sends documents to clients with the templated name instead of the correct name because they forgot to scroll down far enough to see it.
CC'ed contacts used to show suggestions as you typed the email if you've sent that person a document before, but that functionality no longer shows on our account. I'd like to see that brought back.
It would be nice if we could add folders to our documents page so that we could sort sent and signed documents into individual client folders. The search feature works fine, but folders would help clean up the view for my team.
The features are too limited. The biggest issue though is the flexibility for editing existing forms without having to create a whole new form. The other issues are its payment partner options, lack of automation, and logic flow. We plan to quit this software and use other software in its place.
In terms of core functionality - adding options for signatures, text, dates, check boxes, etc., as well as customising the body of the request, the title of the request, follow-ups / reminders for signature, etc., SignNow is great. It's really easy to navigate and use in this regard. SignNow loses points when it comes to the end-user who needs to sign. There's an option for them to either use the app (which is most prominent in the page that shows when they open the request) or to sign using their browser (which is much smaller). I had my assistant create this step by step guide for our clients, so they can complete the request the way we need them to:https://docs.google.com/presentation/d/1FopYjlykHMFjIAQjgaNLtNIvSCQND_kb86-U9bA5M2A/edit?usp=sharing As far as I'm aware, you can't make it mandatory for them to draw their signature, and there's no option to remove the prompt for them to download the app when signing on their mobile device. I really wish these were options, but they don't take away from the fact it does what it is intended to do, and it does it well.
SignNow is always available when I need it. It seems that most updates occur outside of business hours so I have full functionality when I need it most between the hours of 8am-6pm EST. There has only been I time when I experience application errors when I need to use the system but it did not last long and the issue was resolved within a few hours.
I only used SignNow support when setting up. I uploaded a bunch of documents in the wrong place and needed assistance in moving them. Unfortunately they were not able to move the documents and I needed to upload into a different place. This is where I feel the system itself could benefit from some flexibility for their customers.
It was nice to be shown the basics of the system and be able to see or understand the specific functions our company would need to use, such as the template creation, document grouping and document group templates. Being taught on how to use these functions, made learning them much easier.
Make sure you know exactly what you need before implementation and be sure to ask how to use the most important functions of the system that you will be using.
I chose airSlate SignNow over DocuSign primarily due to the superior ease of use and a more intuitive user interface (UI). airSlate SignNow's UI stood out with its simplicity and well-thought-out design, making the entire process of signing and managing documents much more straightforward.The drag-and-drop functionality and the ability to customize signature fields in airSlate SignNow were additional factors that tipped the scale in its favor. These features not only streamlined the signing process but also allowed for a more personalized and efficient document management experience.
It's been a net positive as AutoMate requires less eyes on specific tasks so that people can focus attention elsewhere and do more analysis.
Less manual work also decreases the chances of mistakes and/or missed jobs. Since Automate can schedule everything, send email notifications, etc., there is less time wasted.
