OneSpan Sign vs. Quote Roller (discontinued)

OneSpan Sign is suited to many professional business situations. It is well used by the legal, security and compliance teams as well as many people within the financial functions. A lot of businesses have become very agile, and require a paperless environment to working. There are some companies and businesses who would prefer paper documents to be signed, which would not work as well as the paperless versions. I would use it in many different scenarios where I would prefer to have a paperless transaction

Incentivized

Independently Invited by TrustRadius

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

Quote Roller could be used by every sales person and account manager either selling or upselling to clients. It makes the process of putting together an extremely detailed and formal proposal extremely easy. It has saved me an unbelievable amount of time and continually impresses prospective clients. It's helped me send proposals extremely quickly, tweak proposals that I've already sent and then monitor the proposals that I've sent out

• One can set up a workflow in which one can specify the order in which signatures have to be done.
• Customer service is great and always ready to go the extra mile.
• Pricing is very transparent, and there are no hidden charges.

• It is extremely user friendly and contains everything needed to send professional quotes.
• The saving of companies' details is extremely helpful for follow up quotes.
• The line items (in Pricing) and saving certain quotes as templates is extremely helpful.
• The analytics, in seeing how many proposals were accepted vs those declined etc is great.
• The follow up option with proposals that have been sent but not read or responded to is amazing (This has lead to me closing many proposals).

• Search capabilities can be improved by a great extent. We still can't search documents by name of the signatory
• Pricing seems a bit high when compared with other players in the market
• Data importing and exporting capabilities can be improved drastically

• It doesn't save on-the-fly meaning that if I click back by accident I lose all changes that I've made.
• It's difficult to add PDFs to the actual quote (inside of the sections) as they only get added as items to be downloaded.
• There aren't many tutorials on how to be more efficient at creating templates etc. I had to figure it all out myself.

I don't see any reasons to change as their solution covers all my need for now. I could make even more integrations but that might be something that I will do down the road. I'm used to working with the interface and my data is all there as well.

Easy to use design and tool

Incentivized

Independently Invited by TrustRadius

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

The product is so well designed and built that we rarely need to reach out to customer service. But we have reached out to them in case of downtime, and we have always gotten a satisfactory response. We never had to follow up, as customer service executives were very responsible.

My experience with OneSpan in the customer service has been very positive. However, since my experience with OneSpan is much more recent, most of my technical experience with OneSpan includes technical areas that were not available in other products at the time I was working with other products.

Incentivized

Independently Invited by TrustRadius

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

• It has done what we got it for. It has made it much easier for our advisers to do business with clients in remote areas.
• It has significantly reduced the time that it used to take to open a new account.

Incentivized

Independently Invited by TrustRadius

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

• It has helped companies see that we are professional in how we quote.
• It has saved our workers an unbelievable amount of time in putting together proposals.
• We've been able to monitor the exact amount of proposals that were accepted or declined and then draw deductions from the data.