Likelihood to Recommend Cross functionally this product is great and the reminders/ email notifications are super helpful. Also signers who are not familiar with Dropbox sign have no problem using the tool. I find it super user friendly. I have found its a little harder to use when a signer has an agent (not a party signing the doc) and the agent wants to review prior to the person signing.
Read full review NiftyQuoter is so simple to use that when we have a new employee it is not difficult to train them ow to creat quotes. I also think that most customers appreciate the ease of navigating in NiftyQuoter. If you are pumping out between 25-50 quotes per week it is super easy to track them all as well.
Read full review Pros Allows customization for each client. Gives us all the room we need to create a thorough contract. Allows us to save each executed contract as a PDF. Looks like a pricey, professionally drawn-up contract. The ability to send a new customer a professional-looking contract like this makes us look "bigger" than we are. Read full review Is easy to create new proposals with templates, themes & modules based approach. It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with. Provides good integration with many other apps, which help us save time. Read full review Cons It would be nice to be able to build a template for just the location of the signature boxes that would allow me to upload a document, and the boxes could be basically replaced. I have the exact same doc for each of my clients, but there are small changes here and there, and I have to fill in their personal info through another program, so it would be nice to be able to do a template this way instead of just tying a template to one document. Read full review I personally wish there was a function to switch from a military time to a regular time like most people would use. I think that it could be more clear to the client as to where they need to go to accept the quote. Often times I will get calls saying they do not see an accept the quote option available. NiftyQuoter has a hard time for some reason remembering your password. It seems most of the time I have to manually type my email and password in and I wish it would just remember that for me. Read full review Likelihood to Renew Because this product has been affordable which is so important for a non profit however it is also of good quality so its not like you get a cheap version of this you get a quality product at an affordable price and that is so important for a non profit
Read full review Usability It works well for it's intended use, I feel like some of the features can improve a bit and it's recently received a bit of a face lift but over all it's been a really easy tool to utilize and implement and we've used it since we've opened.
Read full review This Software is so easy to use we can typically train people on how to use the basics within an hour or two. Some of the more unique features will take longer but all in all, it is super user-friendly and I have heard very little otherwise from our team. I will say for me personally it is a truly great software that makes my work way easier than it would be without it.
Read full review Reliability and Availability I have not encountered this because it was so easy to use however just seeing how they created a community is great and shows that they are here for their users. I am going to say I am sure they are available and ready to assist when needed. The fact that we have not yet experienced an outage and issues says a lot though :)
Read full review Performance Again I cannot say it is enough this app is simple. We are preparing to be able to integrate with Salesforce and Sharepoint at a very small cost per user (these are the platforms we use) and it is great that they have the option to integrate these apps. We love this app
Read full review Support Rating Support is limited to email only (for our subscription level), which might be OK for a e-signing platform if support was relatively rapid. This is not the case with HelloSign. Since the issues first arose a week ago, we have made no discernible progress in solving the problem. No matter how quickly I respond to a follow-up email, we receive only 1 email a day from the support. The other issue, which is a true edge case situation, is their insistence on receiving email from the same email account as the HelloSign registration. We changed our organizational email recently, and I was still logging into HS using our old email address. This became a hard stop on further support, which doesn't make sense on a practical level. Why would someone write in for support with specific issues if they weren't a customer? And if they did, wouldn't that be a miniscule proportion of the support requests? So if you adopt a policy that stops providing support to anyone who isn't verified, regardless of the situation, isn't that using a blunt instrument to solve a very rare issue? Reflects the overall organizational values, in my opinion, which is not to value the small customer.
Read full review Anytime we have had any issues there team is very quick to respond and helo us through any issues that may arise. This is quite unique as much other software that we use if we end up needing assistance we either have to wait days/weeks for an answer or we outright get no answers from them.
Read full review Implementation Rating I can not say it enough - this was the easiest implementation we have had with an application. I became an admin, I added the person who would be the back up admin, we moved forward with adding accounts and that was it. All the users we have were self sufficient enough to move forward with very little guidance and the guidance they received was in house.
Read full review Alternatives Considered Dropbox Sign seems a little more intuitive and user-friendly than
DocuSign .
DocuSign also has a limit to the number of documents that you can send for signature over a period of time. Dropbox Sign integrates with just as many applications and software as
DocuSign does. I also think the amount of templates that they give you to use is more than adequate for most business applications and more than other services seem to give you.
Read full review We used QuoteRoller and
PandaDoc for some time before moving to NiftyQuoter. The difference in results, interface intuitiveness, and time saved was what made NiftyQuoter stick.
Read full review Contract Terms and Pricing Model The appropriate price for the system.
Read full review Scalability Between the easy to use app, the pricing, and the team at dropbox. This app is hands down great! Easy to use. Anyone can start using it and if not I am sure the team at dropbox will guide you to implement. The cost especially for us as a nonprofit is sustainable which is great.
Read full review Return on Investment Faster time to contract signature-less overthinking because they sign with their finger on the phone with the sales rep. Reduction of paper waste and organization. Ease for sales reps to quickly choose and alter any agreement they need while on a call. Read full review Our proposals approval ratio increased by 30% since we started using NiftyQuoter. It is slightly more time-consuming than I would have expected. Read full review ScreenShots