Dropbox Sign vs. Salesforce Agentforce Revenue Management

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.

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• 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

• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

Incentivized

• 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

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

Incentivized

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

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

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

I love and admire systems that reduces manual data work by handling routine revenue tasks. And having Salesforce as primary CRM ecosystem will make it easy for anyone doing lead management, forecasting and actual revenue tracking. Since, I am salesforce data analyst - it easy for me when comes to using agentic features in designing processes

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

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

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.

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

Incentivized

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

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

There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

Incentivized

The appropriate price for the system.

Incentivized

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

• 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

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized