DottedSign vs. Leap vs. Proposal Management and Production System (PMAPS)

The app is quite versatile - as for me, I've been using it at work for some time and can't say that the problems that I have listed affect the general impression of the platform. Apart from using it at work, DottedSign is also pretty good for personal tasks, if you have to sign something on the go and so on. It's great for keeping track of the entire signing process and making sure everybody is on the same page with the help of reminders and such.

Leap (formerly JobProgress) helped us automate and simply our processes. We chose it over competitors because we were able to customize it to the different service offerings we provided - other platforms seem to be designed for one type of service or another making them problematic. We were able to reduce the number of software providers we use and integrate others that we were using separately. It is designed well to track [potential] jobs, but it does not work well for tracking business development opportunities.

Incentivized

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.

• Of course DottedSign isn't the first one to show how convenient e-signatures are, but in my opinion the creators really nailed it because it's both easy-to-use and also pleasant to work with due to the nice and intuitive interface and truly helpful tools.
• Another point I'd like to make is the reminders feature is really nice - anyone who hasn't yet signed their part gets an email notification to speed them along.
• Another thing that I like that there's no need to contact customer support to figure anything out - just download the app and get going.

• Providing proposal viewing
• Allowing clients to accept proposal terms electronically
• Tracking project progress and payment status

Incentivized

• 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.

• Well, the synchronization feature isn't perfect - when you log in into your account on the browser version, for instance, you need to wait for a couple of minutes to load a file that you have already loaded in the app.
• Apart from that, the platform doesn't allow you to rotate blank windows to add a date or signatures and sometimes documents are scanned upside down, and you have to edit them subsequently, which is time consuming.

• Reporting
• Deadlines on updates
• Lists populate differently (e.g., alphabetical vs. order they were created)

Incentivized

• 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.

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

Had to reach out to support several times because interface is not intuitive and help files are sparse

Incentivized

I can't say that there is something special in the work of customer support. Everything is professional and timely, but that's about it.

eversign wasn't quite as good because of how the interface was designed. I don't think that for a software with such simple features the interface should be so piled on. While DottedSign's interface is one of its strongest features.

We evaluated close to ten other platforms including Dataforma, Job Nimbus, AccuLynx, Propeller, FCS, etc., but chose Leap (formerly JobProgress) because of the flexibility it offered - customize our service offerings and how jobs flow through our process, automation through the process, integration with other vendors, and ease of use for the office and field.

Incentivized

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.

• I think after we started using DottedSign at our company, we're achieving our goals a little faster due to less time being spent on traveling to meet clients and so on, and with the process being more streamlined, it's easier. to pay attention to other parts that might have been neglected before.
• We got a bit more new clients in the last quarter, but it might be due to different reasons, but I think DottedSign played a part.
• Also, having all the newly signed contracts digitized and available on the cloud gives us a peace of mind.

• Multiple staff can access system in office and in the field
• Can measure project profitability
• Track follow up with prospective and current clients

Incentivized

• 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.