GetAccept vs. Scratchpad

GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.

Incentivized

Frankly, if I can do something in Scratchpad instead of Salesforce, I prefer Scratchpad because it's faster, easier, simpler, with a much more readable and useable interface. Salesforce has been getting requests to allow font size modification for over a decade and hasn't even done that. That's what sent me looking for something like Scratchpad. I sort of view it as a much more user-friendly UI to layover SF. It's faster and less frustrating than SF for frequent daily activities. It's great for creating notes and tracking tasks at a basic level in a much more user friendly environment than Salesforce. But it interacts w/ SF, which is great!

Incentivized

• The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
• You can track in real time when a document has been viewed and for how long.
• You can always reference the history of each client agreement. Easy access.

Incentivized

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

Incentivized

• The graphical interface needs some improvements, especially on the mobile version, to speed up the various operations.
• Some operations are not fully automated. For example, there are no templates available to create a contract proposal.
• GetAccept does not allow you to gradually monitor the changes made by customers.

Incentivized

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

Incentivized

I think it's a good product.

Incentivized

The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.

Incentivized

Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.

Incentivized

It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and effort.

Incentivized

• Being able to engage prospects who have not signed the contract as quickly as you would have liked them is a huge plus.
• Being able to see how long the prospect has viewed certain parts of a proposal or contract is a massive added on value.

Incentivized

• I save many hours a week using Scratchpad to simply manage my tasks.
• I no longer waste time waiting for SFDC to load.
• I can easily create opps, adjust the pipeline, and check to see if someone is already prospecting into an account.

Incentivized