GetAccept is a software platform designed exclusively for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned emails and reminder messaging to nurture prospects through pre-nominated sales stages. Sales representatives are then able to further personalize these templates prior to use by adding personal…
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ShareFile
Score 8.5 out of 10
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ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011.
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.
Sometimes we just need to send a single large file, and compressing it is easier than using ShareFile. But generally, we use ShareFile to exchange or send anything over 20 MB. A problem that we have not had [yet], but wonder about is this: Are ShareFile and its e-mailed links safe for transmission to/from U.S. Government computers? All of our public-sector clients are state and locality-based. We haven't had any interacton with U.S. entities. U.S. entities, especially DOD, are rather particular about these type of file-sharing sites and links embedded inside e-mails.
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.
Authenticated electronic document signatures--self-signing, and sending out for signatures. This is a robust feature that also allows for additional information to be added to documents being sent for signatures, such as dates, notes, and items omitted but needed.
Encrypted emails through ShareFile, Citrix apps for Outlook, Gmail, and Mac email systems. Encrypted email messages cannot be cut/pasted, nor forwarded without encryption. If only the attachments need to be encrypted, the email message can be unencrypted. Also, two options for securely opening an encrypted email (one with less credentials, one with more).
The cost is fair and the program does what it has promised to do. Customer service is attentive. I'm not aware of any better-sounding file sharing systems out there that would tempt us to discontinue ShareFile.
ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.
Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again
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.
Typically the support is very knowledgeable and interested in following an issue until it is fully resolved. I have not had any issues working with their staff as they are all polite and easy to communicate with. If the first or second level tech does not fix the concern then it is escalated until we get to someone who can close the case.
Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well
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.
ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.
It's been huge in allowing our freelancers to upload a doc or email comp into the system and initiate a workflow so that those inside the organization can provide feedback without the need of staying on top of emails/messages. It's all located in one place.
The time suck from the previously-mentioned annotations issue has caused me to lose some productivity as I have to 'wait my turn' to drop in an annotation, then have it removed, and re-attempt multiple times. Not a huge impact on ROI, but it does affect productivity.
From the product side, it is helpful for me to reference what the content will be on our website before the page goes up, as well as the copy we send to our retailers who resell our products. Our marketing lingo stays even across all touch-points because of ShareFile.
