Dropbox Sign vs. RocketDocs

Someone who has never used Dropbox Sign before could quickly figure it out without needing a tutorial or guide. It is very useful in instantly collecting signatures and keeping others in the loop as well, even if they aren't signers. I love that there's an option to cc someone in basically and they'll be able to see the documents and when it's signed. It's also impossible to miss a document not being signed because it automatically sends reminders to signers if they do not sign and emails reminders daily, letting me know how many documents are pending signatures.

Do you need consistency of messaging across multiple countries/products/divisions/languages? Do you want to be able to tailor content access per team/division/country? Do you want to be able to report on/track use by user, document, searches, compliance, etc.? If so, PMAPS is the most versatile proposal management tool I've come across so far.

• 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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Searching for boilerplate material--PMAPS allows you to search by keywords, as well as filter by categories (e.g., implementation, training, company information, etc.) I set up all the categories, subcategories, audience types, etc. We used to spend a significant amount of time searching for previously written information, but now we can find it within seconds. I only use it to search for information stored within PMAPS, but you can also set it up to point at other places to search for information as well.
• Manage proposals--PMAPS has a dashboard that lists all of the proposals I'm working on as well as key information that I want to have available for each of them. You can decide what information you want to show on your dashboard (I use mine to show due date, production date, review date, salesperson for proposal, etc.) It is very convenient to have all of that information available at a glance. PMAPS also has a built-in calendar that will show you key dates for all of your proposals.
• Generate custom documents--PMAPS allows you to set up templates that you can use to generate documents. You can set up forms that allow yourself or other users to specify what information should be included in that document, and then PMAPS will generate the document based on how users respond to the questions (e.g., what references to include, what products to list, etc.).
• Word Replacement--PMAPS allows you to set up codes that will automatically be replaced with the correct term when you generate the proposal. For example, in our boilerplate information, any place where I would want the final proposal to say the prospect's name, I use the code <>. Those codes are automatically replaced with the prospect's name for that proposal when either I generate a document or when I simply select the icon that searches for and replaces codes.
• Easily edit boilerplate documents--PMAPS allows you to easily edit boilerplate information. You can select a document one at a time, or you can select a whole bunch of documents at once (simply by doing a search and/or filter to limit the results to the documents you want to edit) and download them onto your computer, edit, and then re-upload.
• Store material--PMAPS allows you to store Word, Excel, PowerPoint, and PDF documents.

• 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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• There are times when I'm having a problem and I call the general line and have to leave a message and then wait for someone to call me back. I'd like to be able to speak with a live person every time.
• I'd like to see the program handle Excel documents with the ease that it handles a Word document.

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

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have been a PMAPS user for over 5 years. I started on their client/server version and renewed/upgraded this past year to their cloud version, WebPro. When you have a good product that delivers all the bells and whistles you need, there is no need to go searching anywhere else. We have a great partnership with the PMAPS staff and find them very resourceful and appreciative of our business

I found this to be super user-friendly and easy to teach other teammates how to use in 5 minutes. I use it frequently, and there was little to no learning curve with this product. I also find that document signers have no problem navigating the documents we need them to review.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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 :)

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I did the vendor analysis and narrowed my selection to Qvidian (which I had used before) and PMAPS (which I had not). I've never regretted my choice. In ease of use alone, PMAPS wins hands down. We're able to use PMAPS when collecting intelligence from our Subject Matter Experts in ways that weren't possible with other tools.

The appropriate price for the system.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I don't have any actual ROI numbers readily available but I will say that compared to our last solution (a home-grown document repository), PMAPS has made every aspect of our business more efficient.
• One of our primary goals in procuring a vendor to provide a better solution was our increased need to become more consistent in our messaging, more relevant as things change, and more efficient in getting our user's the answers they need quicker. We accomplished all three.