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eSign Genie has been a total solution for all my
e-signing needs. Since I'm in the financial industry many of my documents need
to be signed. Allowing our clients to sign online without printing , scanning,
faxing or emailing anything is a game changer. There are many options out there
for eSigning and I've used several. However, eSign Genie has the best software,
the best customer support I've ever seen (Lisa is who helps me most of the time
and she is AMAZING) and all at a price that is a fraction of the competition
e-signing needs. Since I'm in the financial industry many of my documents need
to be signed. Allowing our clients to sign online without printing , scanning,
faxing or emailing anything is a game changer. There are many options out there
for eSigning and I've used several. However, eSign Genie has the best software,
the best customer support I've ever seen (Lisa is who helps me most of the time
and she is AMAZING) and all at a price that is a fraction of the competition
- Customer Service is World Class
- This software has all the features that were important to me. Like conditional fields, multiple signers and when updating a form or application you don't have to start over again. The software is VERY flexible.
- I've been with both DocuSign and Adobe(echosign) before coming to eSign Genie. The pricing at eSign Genie is 75% less than DocuSign
- I have no complaints about this software whatsoever. I started using Echosign years ago until Adobe bought them out and tripled the price and cut features. Then, I went to Docusign that was not very user friendly and the customer support is NON-EXISTENT. eSign Genie is wonderful!
February 11, 2021
Used by our sales department to send documents to prospective customers. The application is built into our reservation management system. Makes it easier to track sending and receiving of documents and allowed us to move away from paper files
- Tracking sending and receiving
- Keeping paperwork organized
- Easy to use / user friendly
- User documentation could be better.
- Requiring the field coding to be hidden makes it difficult to make adjustments.
- I'd like to see where customers are in the signing process - whether they've opened and viewed documents.
- If the document has been delegated, seeing a clear trail of the paperwork with email addresses including in the tracking.
February 03, 2021
We use eSign Genie to implement CFR 21 Part 11 requirements for secure signature collection and storage of consent forms for clinical research studies.
- Configuration and design of online document templates. eSign Genie provided the easiest to use interface with the most flexibility of all the vendors we compared.
- Programmability and automation of document templates. This was essential for our studies which relied on minimal interaction during the enrollment process.
- Tech support and online documentation. Most of our issues could be handled by consulting the online documentation. When this was not the case, support representatives were happy to help us resolve technical issues.
- Search interface for documents. I would like to see a more robust interface that allows searching on multiple criteria include the ip address from which a document was signed. Currently, documents can be filtered using a single value such as a name.
- Webhook management. Webhook calls are logged and the logs are only avaluable for 30 days. Our study ended up being active for more than 30 days and I lost the ability to go back to the beginning of the study to review webhook transactions.
- 2 Factor Authentication. This could be more robust. Users complained of not receiving codes via email and codes not working. We were unable to resolve the issue for some individuals who ended up not participating in our studies.
January 26, 2021
to stay in compliance with various government agencies, especially now during
the Covid-19 issue affecting all of us. We have several people working from
home and they have employees that they manage, out in the field. It has been a
challenge to disseminate documents for signature and tracking to make sure they
are returned on a timely basis – following up with snail mail originals. eSign
Genie has absolutely changed the way we function and do business since this is
all now done virtually and has relieved a lot of stress on managers and the
organization’s home office employees.
- The software has been designed for ease of use - very intuitive.
- Uploading and setting up templates is quite easy.
- The online chat has been very helpful and very immediate.
- Training documentation could be better - it is hard to find online and when it is found, it is usually hard to read.
- I haven't quite figured out how to manage documents once they have been fully executed. I'm afraid to lose them if I try too many things.
January 26, 2021
We use eSign genie for all our official contracts. As we work with organizations in very remote areas, having official digital paperwork is a massive gamechanger. We save a substantial amount of money and carbon on shipping documents back and forth.
- Fast
- Simple
- Legally valid
- Flexibility of changing signatories
- Insufficient reminders when people are not signing
January 26, 2021
We use eSign Genie to send quotes via email to client's and track approved/signed quotes. The application is being used by the entire company to obtain legal signatures. It provides the ability to obtain a legal signed document from our client's for all quotes.
- Capture Legal Signatures
- Upload our Quotes and add fields for signatures and date
- Easy to sign in from any location and upload documents
- It is easy to use and is not missing any functionality that we need.
We use [eSign Genie] to secure rental agreements with our clients. It makes the process quick and easy for clients and us. Not only that it integrates with our reservation software.
- Integration with reservation platform
- Tracks the process
- Ease of use
- Don't have any
- Don't have any
- Don't have any
January 26, 2021
I've been using eSign Genie for over two years. They've made a lot of improvements to it since I started using the product. It's easy and fast to use and the user interface is very intuitive. It compares well with others I've used as a recipient.
The pay-by-document pricing is perfect for my infrequent needs.
- Pay-by-document pricing
- Easy and intuitive user interface
- Fast and reliable
- I have no complaints about the product.
January 25, 2021
[eSign Genie] has been implemented in our company within the Sales and Marketing Department. We are currently using it to assist our proposal and contract process. It solves the problem of having to use a overly complicated software (like we had in the past) to secure quick approvals on our proposals.
- Software user experience
- Quick electronic signature process and workflow
- Great design of the interface without the presence of useless features and technology bloat
- I have not yet found any shortfalls with my current usage
We are a local independent insurance agency in Tucson, AZ. We use eSign Genie mainly for insurance application processing. We send our customers the application to e-sign and they are able to quickly and easily "click to sign." Even our older customers are able to navigate the process with ease. This has made our processes and customer interactions very efficient. Customers are no longer required to come to our office, and a signature is never missed!
- It's simple to drag and drop where signatures need to go.
- Templates are available so we don't have to type the same body of the email time and time again.
- Customers are able to easily navigate the system.
- We love that the document can be sent by text in addition to email.
- The date field is way too large. I always have to re-size it.
- When we print to eSign Genie, there is no home button.
- It would be nice to be able to view and modify customer info saved in the address book from within a document.
Great product! We use it across the company and recommend it to our clients. Excellent templates for API use. Templates are easily mappable, and when the document is completed you are shown the document's history which helps a lot.
- API use
- The support team is also very responsive and helpful.
- Templates are easily mappable
- Easy to understand document history
- not able to mass select and adjust fields
[eSign Genie] is amazing! I love how easy it is once you have a template set up. I also like how easy it is for the client to complete. I will continue to use eSign Genie. Great program.
- Templates
- Ease of use
- Easy for the clients
- None that I have found yet
February 05, 2021
I've used this software for years, but with COVID going on it's used daily. If it wasn't for eSign Genie, we wouldn't be able to get these contracts signed, and we would have missed sales. For a few months, our main showroom was closed, but we were still doing business and making money. We have gotten so used to using eSign Genie that we regularly use in our sales pitch. We explain we can do a virtual sales meeting or phone call and we can send contracts and general paperwork via eSign. I have used the software for three years and haven't received any negative feedback.
- Easy to use
- Website is easy to navigate
- Great customer service
- We sometimes have missed fields filled out
- Maybe make lines clearer
- Better notifications when document is signed
February 05, 2021
We use this product across the entire organization. All of our purchasing requests, program applications, and service agreements are processed through this program. We use both the template option and the single form option. All the members of our organization are able to use eSign Genie in their every day workflow. This is a great option for a non-contact document signing.
- Multi use templates.
- Safe electronic signatures.
- Purchasing templates.
- Easy to use but a small learning curve at startup.
February 04, 2021
I really like how easy it is and affordable it is compared to DocuSign. It's still just as intuitive and easy to use. My customers never have problems figuring out how to sign contracts with eSign Genie. I've been using them since the beginning of my business in 2016 and still use them today! They aren't fancy, but they work very well. I also like how I can use it to sign my own PDFs if needed.
- Affordable.
- Quick to signature.
- Intuitive.
- More professional looking.
- Follow best practices put in place by DocuSign.
- Compete in the market (branding) more.
I am a solo bankruptcy attorney who needs to have clients be able to easily review and sign documents that I file with the court and use with other attorneys. eSign Genie has made it very simple for me to create signable documents for my clients that they can access through an email or text message link. The web site is easy to use and it only takes me a few minutes to create the documents. This has been a lifesaver for our firm during the pandemic as in-person meetings have been restricted so it solved a huge problem.
- Easy to use
- Lots of customizations to incorporate in your documents.
- Did not take long to learn how to use. Tutorial was easy to follow.
- Templates are nice touch so you don't have to recreate documents over and over again.
- Price was much better than other esign companies.
- Sometimes the web site is a little slow.
January 29, 2021
eSign Genie has helped my agency get required documents signed and returned to us. Many of my customers don't have printers, so it was difficult to get forms to my customers, get it printed, sign it and send it back. Using eSign Genie, the process is so much easier for both my clients and myself!
- Ease of Use
- Cost of the product
- User Friendly
- The only issue I have with eSign Genie is that some of the insurance companies that I work with won't accept a document signed through eSign Genie.
January 29, 2021
eSign Genie is very easy to set up and use. eSign Genie has a very knowledgeable staff who are friendly and ready to help. The software allows you to set rules to delete incomplete forms automatically and much more. I had some trouble getting started, but the great guys at eSign Genie helped me figure out what I was doing wrong. We needed a way to digitize membership forms and eSign Genie has become a simple solution to a big problem. I am very happy with their product and their customer service.
- Turns a PDF into a web form
- Allows for form validation
- Simple website integration
- Optional API access
- Snap feature for field alignment
eSign Genie is very simple to use and has all the tools needed to go paperless. It allows the user to customize how the
documents are filled out and they can be saved as templates to be reused, saving time and maintaining consistency throughout all the documents. It fulfills all the requirements of all the departments in our company, so every department uses it (sales, marketing, HR, regulatory, production, etc.). They offer a low price and were willing to accommodate our needs with pricing and features. All options work well for us as a small but growing business. eSign Genie offers PDF and Word upload, custom templates, customized branding, audit trail, and easy admin controls. It is flexible and fits our needs.
documents are filled out and they can be saved as templates to be reused, saving time and maintaining consistency throughout all the documents. It fulfills all the requirements of all the departments in our company, so every department uses it (sales, marketing, HR, regulatory, production, etc.). They offer a low price and were willing to accommodate our needs with pricing and features. All options work well for us as a small but growing business. eSign Genie offers PDF and Word upload, custom templates, customized branding, audit trail, and easy admin controls. It is flexible and fits our needs.
- Intuitive
- Templates
- Customization
- Canceled forms
Since COVID all forms and authorizations are required to be signed electronically. [eSign Genie] has made this transition very seamless and yet allowed us to maintain our timely, efficient and professional processing of required forms and paperwork.
- Explain use
- Details
- Cost
- Nothing
January 25, 2021
We looked at several different e-sign contract companies. We choose esign Genie due to their ease of use, price structure, and overall look of the software and contracts, We are able to use our existing contracts so that we maintain a consistent look regardless of how contracts are handled between various clients
- Pricing structure allows you to choose what works best for you
- Import existing contracts so branding remains consistent
- Easy to use for us and our clients
- We don't have any real ideas for improvements
February 18, 2021
eSign Genie is used by our entire company. The platform was chosen for its ease of use and reliability to help us roll out our virtual onboarding. The previous platform constantly had reliability issues, but eSign Genie is quick to fix any issues and has not been down for more than 5 minutes at a time in my experience.
The program is great for sending secure documents and keeping a paper trail of everything.
The program is great for sending secure documents and keeping a paper trail of everything.
- Customer service and support.
- Ease of use and navigation.
- User friendly interface.
- Tracking progress from send to receipt of completed document.
- Adding fields to documents - it is a drag and drop system. It would be great to have a copy or click to add system.
- Searching through sent documents can be confusing if you don't use the customized search credentials.
February 07, 2021
I use eSign Genie as a sales rep. When a client agrees to purchase our product, I send the order form over to them via eSign Genie to get their signature approval. This saves me from having to meet in person for a signature. Especially during the pandemic, meeting in person has been much harder.
- It's easy to upload the file and insert the fields that need approvals and signatures.
- I am able to add particular signer responsibilities or viewing capabilities.
- Appears to be easy for the end user to sign the document with little trouble.
- Able to send the document to the client via cell phone. They particularly like this function.
- I like being able to customize my message before the document gets sent to my client.
February 04, 2021
It is being used for carrying out all the digital signatures for our reservations. The main business problem solved is that we do not need anymore the physical presence of the client for signing his contract.
- quick and friendly customer support
- user friendly interface
- value for money
- voiding of contracts
- admin view
February 03, 2021
Human Resources, sales, marketing and NDA’s we have automated all employees documents and contracts. With COVID it made it easy
- Price was great compared to others we looked at
- Functionality was on par to the big boys
- Integrated into our systems
- We did not see any yet
eSign Genie Scorecard Summary
What is eSign Genie?
eSign Genie in Cupertino offers their electronic signature application supporting digital document signing with reusable templates, contract drafting with esignature workflow, embedded online forms, and other features.
Categories: Electronic Signature
eSign Genie Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |