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ShareFile

ShareFile

Overview

What is ShareFile?

ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011.

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Recent Reviews

Security & Reliability

8 out of 10
August 25, 2023
As part of the organization that heavily uses data from a research facility, we have a huge need for a system that securely sends …
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Easy to use

7 out of 10
November 18, 2022
Incentivized
I have used Citrix RightSignature to confirm and finalise documents relating to building work and contracts. Most of the paperwork is now …
Continue reading
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 13 features
  • Access control (59)
    10.0
    100%
  • Reliability (60)
    9.3
    93%
  • File search (59)
    9.0
    90%
  • Performance (59)
    8.6
    86%

Reviewer Pros & Cons

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Pricing

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Standard

$10

Cloud
per user, per month, minimum of 3 users

Advanced

$16

Cloud
per user, per month, minimum of 3 users

Premium

$25

Cloud
per user, per month, minimum of 3 users

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.sharefile.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $10 per month per user, per month, minimum of 3 users
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Product Demos

Getting Started with ShareFile

YouTube
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Features

File Sharing & Management

Features that allow collaborators to view, work on, and organize files.

8.6
Avg 8.4

Cloud Storage Security & Administration

Features related to security and administration for cloud storage platforms

8.8
Avg 8.6

Cloud Storage Platform

Features around the functionality of the cloud storage platform.

8.2
Avg 8.5
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Product Details

What is ShareFile?

A solution to securely send, store, and share files. It also offers document workflows designed to improve the client experience.

ShareFile Screenshots

Screenshot of ShareFile dashboardScreenshot of ShareFile Outlook PluginScreenshot of ProjectsScreenshot of Link sharing optionsScreenshot of ShareFile e-signature

ShareFile Integrations

ShareFile Competitors

ShareFile Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011.

ShareFile starts at $10.

Box, Dropbox, and DocuSign are common alternatives for ShareFile.

Reviewers rate Access control and File organization highest, with a score of 10.

The most common users of ShareFile are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(230)

Attribute Ratings

Reviews

(1-25 of 86)
Companies can't remove reviews or game the system. Here's why
Richard Corner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile principally to share large drawing files, photographs, and other data with our clients and consulting engineers. We also use ShareFile as a collaboration tool for projects while under construction - where contractors, subcontractors, clients, consultants, and all team members may share/exchange files such as shop drawings for review, progress reports, pay applications and other documents. ShareFile allows us to transfer files, data, and documents securely and immediately. It also offers layers of control concerning addressees, so that the right people get the right information. It also offers tools to confirm receipt of those files and documents by the right person. ShareFile allows a document requiring action to be tracked - to know whether the action has been completed or not.
  • Rapid, easy uploading of files
  • Saves e-mail addresses of participants for repetitive use on multiple projects
  • Simplifies grouping of activities, files, addresses, etc. to make using ShareFile time-efficient
  • Automates notification of uploads and downloads using e-mail
  • Provides easy file management for folders, inclusions, deletions, file properties, etc.
  • ShareFile works great among subscribers, and one can take advantage of ShareFile's best features of automation with other ShareFile users. But these features are less functional among non-subscribers. We can still send, receive, etc. among anyone with an e-mail address; but an extra level of effort is required for data security among non-subscrirers with whom we interact the most.
  • I like two-factor authentication when signing in, but it is a little cumbersome to use with ShareFile in its current mode. Anything to simplify this is appreciated.
Sometimes we just need to send a single large file, and compressing it is easier than using ShareFile. But generally, we use ShareFile to exchange or send anything over 20 MB.

A problem that we have not had [yet], but wonder about is this: Are ShareFile and its e-mailed links safe for transmission to/from U.S. Government computers? All of our public-sector clients are state and locality-based. We haven't had any interacton with U.S. entities. U.S. entities, especially DOD, are rather particular about these type of file-sharing sites and links embedded inside e-mails.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use ShareFile for audit clients to upload documentation and transaction support for audit engagements. We download such files to the shared firm network drive, and into audit software.
  • Central repository
  • Security
  • Email notification
  • Direct movement of uploaded files to CaseWare (does not currently allow)
ShareFile is great as a secure central repository of requested client docs to conduct audits.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Each month, we publish a magazine in 22 versions. We use ShareFile to store and share art files. The most used portions are the workflows and approvals. Previously we relied on PDF comments and emails. With the annotation system through ShareFile we have sped up our approval process and secured a method for reliable corrections.
  • Messages clients with pertinent information.
  • Provides unlimited storage.
  • Allows for individual user permissions and access.
  • Moving files is frustrating. I'd like to option to remember the last folder accessed.
  • The dashboard could use some more customization options. My only options are: Recent files, Shortcuts, Tutorials, and Favorites. Why can't I have two favorite lists? or perhaps a separate list of recently uploaded files.
  • When I view the activity log, it would be great if I could click on the item name and be taken to the location. I'd also like to modify the size of the columns.
Good:
  • Collaborative Magazine Production: ShareFile excels in multi-edition magazine publications with collaborative content creation, offering real-time co-authoring and secure file sharing for editorial teams.
  • Content Approval Workflow: ShareFile is ideal for streamlining content approval processes, enabling reviewers to access and comment on magazine drafts securely, making it efficient for users to provide feedback.
Bad:
  • Individual Content Creation: If magazine production primarily involves individuals working independently without collaborative needs, ShareFile's collaboration features may be overly complex and unnecessary.
  • Limited Resources: For publications with limited budgets, ShareFile's robust feature set may be cost-prohibitive compared to more budget-friendly file-sharing solutions.
August 25, 2023

Security & Reliability

Score 8 out of 10
Vetted Review
Verified User
As part of the organization that heavily uses data from a research facility, we have a huge need for a system that securely sends sensitive data heavy files from multiple users to multiple organizations. So ShareFile is heavily used in the organization as a way to securely package the file and send it to multiple parties.
  • Clean Interface
  • Security
  • Unlimited Storage
  • Ability to add Comments/Notes with Files
  • No editing available for files
  • No Project management capability
ShareFile is a great resource and application for sharing files that are data-heavy and have sensitive information. The software is built for businesses that deal with multiple users and external clients and need to share sensitive information securely. Sharefile also has multiple features that can customize the sharing experience based on the business needs.
August 18, 2023

Sharing Files Securely

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sending files securely. I like sending files with the link, so that the files are not emailed with passwords.
  • Sending files to clients securely
  • Need to spend some time training for more uses.
  • Some of my clients are not able to open and download files.
  • I don't know how to troubleshoot their problems.
  • In order to help my clients, I don't know what questions to ask to allow them to download files.
I use the software to send completed tax returns for client review. This process usually works very well. Sometimes when I send files clients do not know how to download the files. I do not know how to troubleshoot their issues.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile to share documents and files securely. This solved the problem of email being used for documents and files that contained sensitive or secure information. We primarily used the service in the Marketing department with seasonal use by independent contractors. My department utilized the service on a weekly basis.
  • File Sharing
  • User Creation
  • User Management
  • The recent change to the login process requires and extra click
Sharefile is great for sharing documents and files in a secure environment. I recommend using the service in situations that require secure sharing, especially in remote working environments.
Score 9 out of 10
Vetted Review
Verified User
Incentivized

we use ShareFile to exchange files in-between employees and with customers. We are now exploring the Workflows and Signature section.
  • Sharing big size files
  • Allowing to share only specific files for a period of time
  • The Worflows seems to help for document controls
  • Time to transfer files
  • Price
Starting a workflow for document approval. Reviewing big documents.
July 21, 2023

Secure but slow.

Score 6 out of 10
Vetted Review
Verified User
Incentivized
I use it to easily and securely transfer sensitive documents to/from my clients. Clients like it because they do not have to have a login to remember when they want to send me something quickly.
  • Secure email delivery.
  • Lets me know right away if I've received something.
  • Excellent security - I trust that.
  • Runs much too slowly when I go to retrieve a sent file.
  • No way to search for files I have sent or received - I can only sort by column headers. That's inexcusable.
It's a great product, and if it was not so painfully slow (and if it was searchable), I might consider using more of its tools and eliminating some other software.
Score 10 out of 10
Vetted Review
Verified User
ShareFile is great for securely sharing files with clients and team members. It is easy to use for me and easy for my clients to set up. The security features are great and the ability to personalize with my firm logo and save templates is a huge time saver. I could not run my firm efficiently without it.
  • Securely share files
  • Access to clients
  • Setup access to employees to certain files.
  • Ability to email files to a folder
  • Ability to see the "client view" as an owner of the folders to set up more efficiently.
ShareFile is great for any business wanting to share (request and receive) files securely. The ability to view videos, share spreadsheets, etc, is also amazing. I would totally recommend ShareFile to any service business trying to set up a secure tool to exchange files with internal employees as well as external clients.
Carlos Rangel, CPA, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use ShareFile to send documents with sensitive personal and tax information to clients. I also use it to send large files to clients.
  • Allows to send sensitive important files to clients.
  • Allows to send large files.
  • Allows to send different types of files.
  • I cannot think of any item for improvement.
ShareFile is well suited to send documents or files containing sensitive personal or business information. It is also well suited to send large files that could not be shipped via regular Word or Excel. It may not be best suited to send files or documents that could be send via regular email.
Shivam Sharma | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
RightSignature is used for complicated tasks where multiple signatures are required. Our data security is also supported by high-quality encryption and security that is maintained when processing large numbers of documents requiring signatures. And we can integrate e-signature into our existing business application, which helps in getting the job done easily.
  • It provides best advanced security solution, utilizing up to 256 bit of SSL encryption.
  • It cuts out complex agreement processes with the help of simplified and secure e-signature.
  • It helps maintaining the custom branding in multiple ways like Embed link, logo etc.
  • There is still room for improvement in terms of ease of use.
  • It is possible to provide software updates on a timely basis.
  • Depending on the business needs, integration can be made.
Citrix RightSignature is easier to set up and administer. It also helps to make the solution our own with professional custom branding while providing quality ongoing customer support. Despite this, there are still some areas that require improvement, such as the ability to clone templates. We have to remap all the template IDs and field values whenever a change is made.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Citrix RightSignature is simple, clean UI, and easy to use. The experience provided a quick and easy way to get the documents signed. The email notification provides ease in tracking which documents have been signed and which are still pending on my end. It also provides various ways of signing options, including bulk emailing.
  • Service Support
  • Ease of Use
  • Variety
  • No location of template for signing
  • No integration with sharepoint
  • No "Remember Me" log in
The graphic interface makes it a better tool in comparison to other e-signing programs which is great for signing a document. It is well suited to sign documents in bulk. Not that great in terms of integration with other programs such as SharePoint to streamline certain processes within project management organization.
November 22, 2022

GoTo it NOW!

Score 6 out of 10
Vetted Review
Verified User
Incentivized
worked well but had difficulty convincing others to use it, especially companies
  • log in
  • execute
  • log out
  • clear instructions for user
  • make known in industry
  • get large companies to accept its use
Company needs to get firms to recognize and accept its use in addition to DocuSign and the other well known products that are available and in use. It's easy to use but the recognition is not there, even though Citrix RightSignature is a well known brand. Hope to see more use in the future.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
In my insurance industry role, there were many documents I had to process that required signatures. In the new virtual work environment, companies need a way to sign important documents securely; moreover, it has to be easy to use and this is where Citirx RightSignature played a big role. There was no need for me to print, scan, and email and insurance related documentation.
  • Ease of use
  • Reduces waste (reducing need for paper)
  • Provides a free trail
  • Occasional outages
  • Manual signature can be difficult
  • Compatibility issues
Citrix RightSignature is well suited for companies that have shifted from an in person work environment to a 100% remote work environment. This product is well suited for insurance, legal, medical, or any other field where reduction of paper use would be encouraged. For organizations utilizing hybrid or in-person work models, this product may not be necessary.
November 18, 2022

Easy to use

Score 7 out of 10
Vetted Review
Verified User
Incentivized
I have used Citrix RightSignature to confirm and finalise documents relating to building work and contracts. Most of the paperwork is now online and it is becoming rarer for companies to use hard copies of documents
  • Offers an online solution to contract signing
  • Ensures that documents can't be edited
  • Allows all users to know that documents are official
  • Explaining the process to the other user can be difficult
  • Sometimes the formatting gets difficult when editing documents
It's been really useful for documents within a local environment; I'm not sure how it easy it would be to use in a wider world environment as I've heard that online signature technology is taking time to become established.
Jeffrey Rudacille | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sharefile is mostly used by the two largest departments in our company...Preconstruction and Operations. We use it in lieu of running/hosting an FTP site. Its main purpose in context is to host files we would like to share and collaborate with people outside our organization. The Precon department uses it to host files for bids and if we win the job the Sharefile site moves to the Op's department to share files for the rest of the project. It solves the issue of trying to share large files outside of our company. We also use Sharefile's Enterprise capability of making internal based files available to our remote employees in a mobile app from Sharefile.
  • Sharefile is very good at making [our site] appear as an old fashioned FTP site to our non-technical contractors and customers who just want to be able to download files with no technical knowledge needed. This helps keep down support calls from outside the company.
  • Sharefile also has a great Outlook Plugin, which we do not use anymore as we standardized our email platform elsewhere, that allows your internal users the ability of sending any file size up to 2GB. It is seamless and does not require user knowledge.
  • For those companies that host files on-premise but want to "cloudify" them and make them available anywhere via a mobile app, Sharefile's enterprise grade capability works well for us. We have several drive letters that all users in the company can see and I can now make those available to anyone whether on or off premise.
  • Although their FTP like sharing capabilities are good, the ability to set up a site for many to share, there is a limit on how much granular config you can do on it. I would like to see them expand that to more capability.
  • I would like to see them have the capability to save the attachments from the Sharefile plugin sends longer. As it is they expire and one cannot go back a year and see what actual file they sent.
  • Their tech support has gone under the umbrella of Citrix's main support line so it takes too long and too much hassle to get to an actual Sharefile support person.
Sharefile is best suited for companies that already leverage CItrix or have no specific ties to any remote access type products. However, if a company is completely standardized on another product such as being a 100% VMWARE shop, that company may receive less benefit though even in that case Sharefile could be made to work pretty well despite the lack of continuity with the base products.
Mike Narumiya | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have both used the product, as well as recommended [...] and implemented it at other companies, for file storage and sharing across multiple departments (enterprise-wide). Needed a simple to use, yet reliable way to track, share and control documentation without needing staff dedicated to just the care and feeding of the system.
  • Easy to use.
  • Does everything that 99% of companies need.
  • Sharing with internal and external users.
  • More branding options/customized appearance.
  • Good use some additional feature on the app/admin capabilities.
If you need a file sharing, collaborative product with version control, permissions, etc. But don't want something you need a dedicated, highly technical person to administer, this is the option. Easy to use, has the features that most people use and not so worried about the features that only 1% of the companies out there use. ShareFile is perfect for small to mid-sized companies.
Alvin Landicho | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
ResellerIncentivized
We use Citrix ShareFile internally as our main data repository. All company-related documents are stored in a strict file and folder convention with strict policies and controls around access, control, and editing rights. We use both a local storage zone and a Citrix Cloud hosted zone as our primary platform is running off Citrix. The Cloud hosted element is utilized to take advantage of features such as cloud-based document viewing and editing. Also, we use rightsignature as our electronic signature platform which is tightly integrated with ShareFile. We enjoy the enterprise level features available to administrators and the audit reports. The Citrix Files app is generally used and for some customers we utilise the Sync app on a local file server, map the drive to power users. We find that copying large numbers of files is quite slow. We have also found that deep and complicated folder structures and long filenames greatly affects the performance negatively.
  • Ease of sharing files using links and setting access controls for these links
  • Enterprise-level controls for an administrator via policies
  • Enterprise-level of reporting and audit trails
  • Complex and deep folder structures negatively affect performance.
  • Certain file types do not function properly such as CAD files.
  • Performance can be slow.
  • Difficult to see folder permissions and who can access, view, & edit.
  • Hard to justify the extra cost to many existing Microsoft customers who have OneDrive / Sharepoint already.
We find that our clients in accounting and financial services love Citrix ShareFile. The drive mapper function with Citrix Files gives users a familiar experience to those that have come from a local file share scenario. The ability to control access, control, and permissions is great. The tight integration with rightsignature is a bonus. We have also found other "hidden" features such as assigning an email address that uploads directly to a folder which is a great solution with scanner apps. Unfortunately for engineering firms that use CAD files or organizations with deep and complex folder structures and long filenames, performance is not up to scratch and definitely not recommended.
Mark Piskura | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Citrix ShareFile is being used across the whole organization. We use it to satisfy our cloud storage needs. We use it for backup of ongoing course builds and to transfer material to be proofed by someone else at Aerolearn.
  • Provides a solid cloud storage and retrieval platform.
  • Provides quick download speeds.
  • Allows for quick collaboration with others who must evaluate work.
  • Upload speeds are not the best.
  • Adding users to a folder isn't always the easiest.
  • Viewing zipped files is read only.
If you are looking to stream video storage, I don't know if it's even able to do so. It is well suited to providing a solid cloud storage platform where you have feedback and approval type relationships within your organization.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Citrix ShareFile is very easy to use with clients. Setting it up was pretty straightforward as long as you read the proper way of setup. It can get complex but depends on what features and how much you want to integrate it. This is normal with any products that offers many services and different ways of integration.

Sharing files with clients is very straightforward, easy, and users did not require training nor did the clients (ones receiving the files).
I do think the price could be on the steep side. If Citrix drops it down then they could have more customers as it is very practical.
  • Easy to share files.
  • Upload files up to 100GB.
  • Easy implementation.
  • Competitive pricing.
  • More whitepapers on other services.
It is very robust, easy, flexible and can be quickly deployed with basic standard to share files. Users do not require too much training to use it and clients almost never ask what to do when they get sent a file via ShareFile.
For larger companies, it can get very expensive very quickly. Small businesses may go with other companies due to pricing.
March 03, 2020

ShareFile Rocks!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
ShareFile was used for encrypted file sharing between clients. One of the biggest concerns in our industry was sending information that contains PII through email. ShareFile offered a way to both sends files through an encrypted portal as well as sending emails through the same portal. ShareFile was implemented throughout our organization as the go-to product for these situations.
  • Ease of Use. Outlook plugin integrates effectively.
  • File retention policy (automatic deletion, archiving).
  • Users grow quickly (each client gets a separate account). Automated pruning would be nice.
  • I'm not aware of integration with Office365 online (only the outlook app). This could make it harder for some users.
  • It would be nice to have something that auto-scans emails and attachments for PII and would require Sharefile for those emails.
ShareFile works very well for sending encrypted attachments through the Outlook app. The one-click feature makes it intuitive for users. There are two scenarios I can think of where it wouldn't fit as well. If you have a significant user base who does not use the Outlook app ShareFile may be harder to implement as users would have to go to the web portal. Additionally, the Outlook app has an automated feature where it will encrypt files over a certain size. This inconsistency can annoy some users but that will be more of a deployment detail.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Citrix ShareFile for all users for our cloud data storage needs. This software allows us to store our information securely and with backups where everyone can access it. We use the sync tool, the virtual drive and the Outlook add-in for data transfer. We do not need to house the data all on our own at a physical location.
  • Support has been very good.
  • Flexible pricing.
  • Software updated often.
  • Software can close or quit all on its own sometimes.
  • The password reset can be a pain with all the "choose a picture" steps to prove you are not a robot.
  • I sometimes see issues with synchronizing long file paths and special characters.
Citrix ShareFile fills a software niche very well. Off all the competitors, I found ShareFile to be the best fit all around for our needs of being able to synchronize files when needed and also having unlimited access to all files at other times. Since we started using this software it has only gotten better.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The CEO and all contractors are users. Contractors include psychiatric rehab program (PRP) service directors, their PRP supervisor, and myself--the compliance officer (I am also one of two ShareFile administrators for our online account). As an accredited and state-licensed service provider with requirements to keep regular HIPAA-compliant client records and reports, we chose ShareFile because our needs for doing so were best met out of all the electronic medical records SaaS companies that we reviewed. We are a very small company, we currently don't offer psychiatric services, so we pretty much needed an a la carte SaaS that we could customize for record keeping, have robust encryption across other online platforms, and would offer secure authenticated electronic signing capabilities. We don't do our own billing, which was another feature we didn't need.
  • Authenticated electronic document signatures--self-signing, and sending out for signatures. This is a robust feature that also allows for additional information to be added to documents being sent for signatures, such as dates, notes, and items omitted but needed.
  • Encrypted emails through ShareFile, Citrix apps for Outlook, Gmail, and Mac email systems. Encrypted email messages cannot be cut/pasted, nor forwarded without encryption. If only the attachments need to be encrypted, the email message can be unencrypted. Also, two options for securely opening an encrypted email (one with less credentials, one with more).
  • Documents that need to be signed multiple times by one client but on numerous different dates. If this is being signed electronically, it can be a tedious process.
  • Because of the encryption level that we need, MS Office documents aren't editable online in ShareFile. However, because ShareFile SaaS can be synced with MS File Explorer, docs can be edited by opening them directly from File Explorer and resaved directly back to ShareFile through File Explorer, instead of needing to download from/upload to ShareFile.
  • Well suited for high encryption purposes, such as HIPAA compliance. This is a major reason we chose this SaaS. We also had a choice of encryption levels if we hadn't needed such a high security level.
  • Well suited for electronic signatures, be that by keyboard, mouse signing, or finger signing on tablets and mobile devices.
  • Not well-suited for service providers who need structured EMR templates for billing, insurance coding, etc.
  • Well suited for large state/local government agencies to capture required documentation from contracted providers, especially large-capacity documents that surpass email attachment size limits.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ShareFile as global warehousing and share for internal files regarding active company projects and archival information that may be needed at a later time. Being that it can be accessed from anywhere, and we have staff in three states it is a quick and easy solution for sharing files and projects across all of our teams.
  • Seamless sharing of files.
  • Ease of access.
  • Easy to maintain and setup user-level access.
  • The interface and functionality on both apps and the drive mapper could use improvements, occasional disconnected or oddities with all three. Nothing that is a deal-breaker for us, however.
For our company with our remote workers and sales staff constantly on the go away from the office, it's a perfect, easy, and secure way to easily get signed contracts or quotes back to HQ for ordering. We are lucky that we are in an area where quality high-speed connections are available. If we were on a lower speed connection or had poorer connections available traditional methods would be far more suited.
Christopher Frometa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Citrix Right Signature is the platform we use to develop the templates to have potential clients sign contracts. It is very easy to use software where I input the pdf and add an overlay letting the client as well as our VP of Sales where they should be signing. It is super simple to use for every party. It allows us to save time in waiting for them to sign documents and then forward them via email or fax. This tool is used in our Billing department as well as sales.
  • Easy to use platform.
  • Great features.
  • I wish it kept me logged in all day long.
I am sure there is similar software out there that offers this similar service but I will say that it takes me about 2-3 minutes to create a service agreement and forward it to the client. All over the phone, I can walk them through the signing process to get it back and continue to the next portion of the sales cycle.
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