GetAccept vs. Veelo

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

Veelo is my go-to place for information about Chrome River. For example, if I speak to a prospect that has a manual expense reporting process, I will go to Veelo to download some Chrome River content specific to the common pitfalls of processing expense reports manually and send off that content piece in an email. Veelo will also allow me to track open rates to see if the prospect is engaging with the content.

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

• Content enablement
• Tracking Revenue Metrics

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

• Does not work well for individuals that are hands on/kinesthetic learners
• The quizzes at the end of each section are troublesome and can repeat the same info
• Sometimes notifications for due dates are not sent out in regard to assigned training sessions

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

Very good

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

We have used Dropbox before, but it does not compare to Veelo. Veelo offers many more features and can be accessed online which allows for the most up to date content at all times. Dropbox can't track content open rates as Veelo can.

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

• Content management
• Onboarding

Incentivized