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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ProcessMaker

    Score8.8 out of 10
    N/AProcessMaker is a process automation platform that helps organizations optimize and scale their business operations. By combining workflow automation, AI-driven decision-making, and advanced analytics, ProcessMaker empowers businesses to streamline complex processes, improve efficiency, and enhance customer experiences.N/A

    Revv, by LegalZoom

    Score9 out of 10
    N/ARevv, by LegalZoom, is an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures.N/A
    Pricing
    ProcessMakerRevv, by LegalZoom
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    ProcessMakerRevv, by LegalZoom
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance
    More Pricing Information
    Community Pulse
    ProcessMakerRevv, by LegalZoom
    Considered Both Products
    ProcessMaker Inc.
    No answer on this topic
    LegalZoom
    No answer on this topic
    Key User Insights
    Would buy again
    60%
    Would buy again
    3 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    60%
    Happy with the feature set
    3 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    ProcessMakerRevv, by LegalZoom
    Customization
    Comparison of Customization features of ProcessMaker and Revv, by LegalZoom
    Feature
    ProcessMaker
    7.9
    3 Ratings
    8% above category average
    Revv, by LegalZoom
    -
    Ratings
    API for custom integration7.93 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of ProcessMaker and Revv, by LegalZoom
    Feature
    ProcessMaker
    8.6
    11 Ratings
    10% above category average
    Revv, by LegalZoom
    -
    Ratings
    Dashboards8.811 Ratings00 Ratings
    Standard reports8.811 Ratings00 Ratings
    Custom reports8.09 Ratings00 Ratings
    Process Engine
    Comparison of Process Engine features of ProcessMaker and Revv, by LegalZoom
    Feature
    ProcessMaker
    8.8
    10 Ratings
    19% above category average
    Revv, by LegalZoom
    -
    Ratings
    Process designer9.99 Ratings00 Ratings
    Process simulation8.18 Ratings00 Ratings
    Business rules engine9.99 Ratings00 Ratings
    SOA support9.910 Ratings00 Ratings
    Process player7.98 Ratings00 Ratings
    Form builder7.88 Ratings00 Ratings
    Model execution8.18 Ratings00 Ratings
    Business Process Automation
    Comparison of Business Process Automation features of ProcessMaker and Revv, by LegalZoom
    Feature
    ProcessMaker
    8.0
    3 Ratings
    16% above category average
    Revv, by LegalZoom
    -
    Ratings
    Business Process Modeling8.13 Ratings00 Ratings
    Decision Modeling8.13 Ratings00 Ratings
    Code-Based Automation8.03 Ratings00 Ratings
    No-Code Automation7.63 Ratings00 Ratings
    Best Alternatives
    ProcessMakerRevv, by LegalZoom
    Small Businesses
    Bizagi
    Score8.3 out of 10
    BoldSign, by Syncfusion
    Score10 out of 10
    Medium-sized Companies
    IBM Cloud Pak for Business Automation
    Score9 out of 10
    OneSpan Sign
    Score9.6 out of 10
    Enterprises
    IBM Cloud Pak for Business Automation
    Score9 out of 10
    DocuSign
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ProcessMakerRevv, by LegalZoom
    Likelihood to Recommend
    8.9
    (11 ratings)
    9.0
    (1 ratings)
    Likelihood to Renew
    8.2
    (1 ratings)
    -
    (0 ratings)
    Usability
    6.6
    (5 ratings)
    -
    (0 ratings)
    Product Scalability
    7.6
    (5 ratings)
    -
    (0 ratings)
    User Testimonials
    ProcessMakerRevv, by LegalZoom
    Likelihood to Recommend
    ProcessMaker Inc.
    The task mining component is well suited for processes where there are a lot of steps performed in a variety of systems, particularly by a single individual on a team. It also requires a robust activity ID to be able to track an activity. It is not well suited when trying to track a process where the content is in an email.
    Incentivized
    Read full review
    LegalZoom
    [Revv] is great in providing a template for sales documents for a team. Particularly proposals.
    Incentivized
    Read full review
    Pros
    ProcessMaker Inc.
    • User interface. It is clean and easy to understand. You won't get overwhelmed the second you log in.
    • The workflow maker. With a drag and drop interface, you can easily visualize and implement what you want on the screen. Out of all the programs we tested, this one had the easiest process maker and designer.
    • Ease of understanding. My biggest recommendation would be that this program is easy to access for anyone. There are complications (see negatives) but this program can be implemented quickly and efficiently, and nearly anyone can learn to use it. You will not feel like you are in the dark with it.
    Incentivized
    Read full review
    LegalZoom
    • Creating templates for sales documents
    • Allows ability to see when client has opened up document
    • Ability to give client access to document through several methods
    Incentivized
    Read full review
    Cons
    ProcessMaker Inc.
    • Complications when you get to the more advanced pieces. When trialing, I found that the more advanced a process got, the more complicated it got for me in coding. When you begin using the more advanced features, you will find that you need to have a basic knowledge of coding - otherwise you won't go any further. This was my sole issue. Unfortunately, it was one that would have brought the school to a grinding halt if they were to ever get more complicated than they were.
    Incentivized
    Read full review
    LegalZoom
    • It is not intuitive as far as creating a new document from a previously created template
    Incentivized
    Read full review
    Likelihood to Renew
    ProcessMaker Inc.
    We are happy with this product
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Usability
    ProcessMaker Inc.
    I gave this overall rating for ProcessMaker due to its overall flexibility, design and ease of use for most. Examples of this from us include it being an excellent and trustworthy tool for automating processes, the abilities and capabilities for real-time process tracking and the web-based accessibility and implementation which allows for easy access and management of the tool.
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Alternatives Considered
    ProcessMaker Inc.
    Before making the decision to get ProcessMaker, we assessed different and best options in the market, which are also quite competitive. KiSSFLOW, Blueworks Live, and Bizagi, being the most relevant and ADONIS, to mention the ones we consider the most relevant and capable of meeting our needs. In the end, we went for ProcessMaker because of mainly three things as described before: 1. Real-time process status tracking. 2. Metrics and dashboards. 3. Ease of use for constructing diagrams.
    Read full review
    LegalZoom
    Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
    Incentivized
    Read full review
    Scalability
    ProcessMaker Inc.
    The capability is robust and quite industry agnostic. It would benefit significantly with some out of the box models - e.g. procure to pay on SAP and similar. They could also develop industry specific examples which could kickstart the implementation for organizations.
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Return on Investment
    ProcessMaker Inc.
    • I'm using Communication edition to introduce BPMN in my organization. I can build the first process in a short time, make my boss more confident with my job.
    • But, with ProcessMaker, we need more time to design code to handle the process, and without PHP/Javascript Programmer, it seems hard to work with more and more processes online.
    • However, IE Browser is not well supported, somewhat let the user confuse.
    Incentivized
    Read full review
    LegalZoom
    • It has saved the sales team time from having to create a proposal for each client.
    Incentivized
    Read full review
    ScreenShots

    Revv, by LegalZoom Screenshots

    Screenshot of ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.Screenshot of FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.Screenshot of TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.