airSlate SignNow vs. Zoho Books

SignNow is particularly useful for simple documents, forms and contracts where there the fields are pretty standards- names, signature block, title. It would be helpful to have features that allow substitution of certain fill in the blanks such that allow you to use the same template but first have a dialog to integrate language for a person, corporation, partnership or LLP. I'm a lawyer and having the ability to assemble variation of this nature into one template would be helpful. Also (and it may do this) the ability to change the actual form/document within the a template would be useful.

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If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.

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• Ease of setting up documents that require eSignatures
• Ability to manage the order in which the document needs to be eSigned
• Tracking the status of who has signed and who hasn't
• Ability to 're-send' invites to team members who might have missed the original invite
• Ability to download the eSigned documents for internal record keeping

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• Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
• The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
• The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
• Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
• The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.

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• When using shared templates, the option to rename the document is at the bottom of the signatures page. I would like that to be visible sooner as some of my team misses it and sends documents to clients with the templated name instead of the correct name because they forgot to scroll down far enough to see it.
• CC'ed contacts used to show suggestions as you typed the email if you've sent that person a document before, but that functionality no longer shows on our account. I'd like to see that brought back.
• It would be nice if we could add folders to our documents page so that we could sort sent and signed documents into individual client folders. The search feature works fine, but folders would help clean up the view for my team.

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• Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
• The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
• On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
• The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
• It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
• The software is used by so few people that there is concern that we might never find a skilled bookkeeper.

The features are too limited. The biggest issue though is the flexibility for editing existing forms without having to create a whole new form. The other issues are its payment partner options, lack of automation, and logic flow. We plan to quit this software and use other software in its place.

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In terms of core functionality - adding options for signatures, text, dates, check boxes, etc., as well as customising the body of the request, the title of the request, follow-ups / reminders for signature, etc., SignNow is great. It's really easy to navigate and use in this regard. SignNow loses points when it comes to the end-user who needs to sign. There's an option for them to either use the app (which is most prominent in the page that shows when they open the request) or to sign using their browser (which is much smaller). I had my assistant create this step by step guide for our clients, so they can complete the request the way we need them to:https://docs.google.com/presentation/d/1FopYjlykHMFjIAQjgaNLtNIvSCQND_kb86-U9bA5M2A/edit?usp=sharing As far as I'm aware, you can't make it mandatory for them to draw their signature, and there's no option to remove the prompt for them to download the app when signing on their mobile device. I really wish these were options, but they don't take away from the fact it does what it is intended to do, and it does it well.

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Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.

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SignNow is always available when I need it. It seems that most updates occur outside of business hours so I have full functionality when I need it most between the hours of 8am-6pm EST. There has only been I time when I experience application errors when I need to use the system but it did not last long and the issue was resolved within a few hours.

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781 / 5,000Translation resultsTranslation resultMy experience with airSlate SignNow support has been super ok so far. I only had to contact them once because a document got stuck when I was signing it, so I sent them an email and they responded the next day. They solved the problem, but I found it a bit slow... They could have more direct support, like live chat or even WhatsApp. I believe that if there was a subscription plan for dedicated support it would also be very interesting. For example, a large company with several signature routines, including important signatures that block important workflow processes and sometimes with high added value, these companies, due to the risks, do not want to stop a process because of a signature, so they would not mind investing a little more in dedicated support. Minha experiência com o suporte do airSlate SignNow foi super ok até agora. Só precisei entrar em contato uma vez porque um documento travou na hora de assinar, aí mandei um e-mail e eles responderam no dia seguinte. Resolveram o problema, mas achei meio demorado... podia ter um suporte mais direto, tipo chat ao vivo ou até WhatsApp, acredito que se houvesse um plano de assinatura para suporte dedicado também seria bem interessante, por exemplo uma empresa grande com varias rotinas de assinaturas, entre elas temos assinaturas importantes que travem procesos de Workflow importantes e as vezes de alto valor agregrado, essas empresas devido as riscos não querem parar um processo por conta de um assinatura, por isso não ligariam de investir um pouco mais em suporte dedicado.

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The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.

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It was nice to be shown the basics of the system and be able to see or understand the specific functions our company would need to use, such as the template creation, document grouping and document group templates. Being taught on how to use these functions, made learning them much easier.

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Make sure you know exactly what you need before implementation and be sure to ask how to use the most important functions of the system that you will be using.

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I chose airSlate SignNow over DocuSign primarily due to the superior ease of use and a more intuitive user interface (UI). airSlate SignNow's UI stood out with its simplicity and well-thought-out design, making the entire process of signing and managing documents much more straightforward.The drag-and-drop functionality and the ability to customize signature fields in airSlate SignNow were additional factors that tipped the scale in its favor. These features not only streamlined the signing process but also allowed for a more personalized and efficient document management experience.

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We had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.

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• SignNow is far more economical than any other signature program I have ever seen.
• SignNow performs all the tasks that the more expensive competition does.
• SignNow does not require my clients to set up an account with a user name and password.

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• Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
• Flexibility makes Zoho Books great!
• Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.

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