OneSpan Sign vs. RocketDocs

It is well suited for financial professional field. At the moment, i cannot think of area that will be less appropriate. It all comes down to if the admin office or head office can accept OneSpan as authorized software. Often enough, program can be very good but not recognized by head office due to its compliance issue. For example, in the Canadian regulatory rules for investments, sometimes it requires companies to process/store documents in the same country. If there is a cross border issue, it will be a big compliance issue.

Incentivized

I think PMAPS is well suited for Sales and Marketing team members. Having a database that houses all your approved content is a great way to ensure that your messaging is consistent in all your published materials, and a great repository of information. In the RFP world, time is limited, deadlines always approach faster than you want them to, and you are typically working more than one RFP response or project at a time. Being able to access one system for all your content needs is a huge time-saver

• 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.

• Having used two competing proposal management systems, I can honestly say that PMAPS wins hands down. We have streamlined the management of content so that we are always providing the most current, accurate responses to every RFP question our clients and prospects send to us.
• Adding new content to PMAPS is a breeze! With a minimum of clicks, you can upload new responses directly into the database so that your proposal team members are continually reinventing the same responses.
• With a continually growing proposal team, the ease with which new users can quickly learn how to use PMAPS is a huge plus. I don't have to devote tons of time training new users. It's a very intuitive interface.
• No matter the format of the proposal (Word, Excel, web submission), PMAPS works with me to make responding *almost* enjoyable

• 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

• Beyond some of the basic functionality of enhancement suggestions, the number one recommendation I can provide to PSI is for them to internalize subject matter experts who know RFPs, the specifics/current state of proposal development, and most importantly partner with their clients to truly understand the need that's out their. Often, we get the sense that the focus during our interactions with the vendor is for purposes to up-sell or advertise enahncements for purchase rather than listening to a clients concerns and/or needs.

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.

It does what we need it to do; the price is right; and I like working with the people at PMAPS. They are very friendly and quick to respond to/fix any issues I have.

Easy to use design and tool

Incentivized

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

Qvidian - in my opinion had less functionality than PMAPS; no way to track use. RFP Express - more difficult to maintain content; less filtering capability; formatting difficult/inconsistent when inserting into RFP.

• 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

• With PMAPS WebPro, I am able to provide better customer service to other departments because I can quickly access our rich database to respond to their questions.
• PMAPS WebPro helps me complete RFPs quickly because I have most of the answers I need at the touch of a button.