User management needs work.
Updated November 05, 2013
User management needs work.
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise Edition
Modules Used
- Product is not modularized, but sets of functionality
Overall Satisfaction with Adobe Sign
- EchoSign handles the ability to manage signatures and the overall signing process very well.
- EchoSign handles the ability to add smart tags to all types of documents for easy generation and usage
- EchoSign document management is both searchable and easy to use
- Integrates well with multiple systems, including Salesforce.com
- User management needs work; for adding users it is fine however to edit users or remove them, it is lacking. Cannot send mass emails to users or get any kind of user history such when/who created/de-activated.
- We don't currently measure anything specific around use of this tool, we are awesome like that, however I do know reps and legal spend far less time getting signatures than in the past.
- We have a tangible audit trail for each one of our documents signed using EchoSign.
Using Adobe Sign
75 - Sales team sending out sales contracts, Legal and administrators who support our executives.
1 - While we have 1 person it is far from a full time job. It is a Business Analyst position but could be done by any admin role. Could also be maintained by a superuser operations role.
- It shortens the contract/legal document signature cycle time.
- Allows for tracking where the document is in the signature process as well as sending reminders to all parties.
- Adds a robust audit history to each document.
- We used it for a very signature heavy internal project approvals that had to be linked to certain signatures on the doc and be signed in any order . While not innovative, it was good to see EchosSign was up to the job and we have templates for later use.
- I am hoping we will use for vendor contracts, employment contracts and our corporate credit card, among others.
Evaluating Adobe Sign and Competitors
We were not using another software package and were just faxing contracts back and forth
- Product Features
- Product Usability
EchoSign was far and away much easier to use than DocuSign at the time.
If re-doing the vendor evaluation for an esignature solution, we would conduct more in-depth comparisons and add other vendors to the mix. While I know we would have made the same choice in going with EchoSign, it would have still given use more detailed data for future reference.
Adobe Sign Implementation
- Implemented in-house
Yes - We only used the web based version and not the Salesforce.com integration however still opted to use with just Legal team first then moved on to implement with Sales team Over time we added partner, executive assistants and marketing.
Change management was a minor issue with the implementation - We implemented with Legal team first then we rolled out to Sales and I think we did a good job with change management.
- Using the role based signatures.
Adobe Sign Training
- Self-taught
Yes but still need training for end users especially if you have not set up smart tags and users have to drag signature blocks and other data into the legal documents.
Configuring Adobe Sign
I have now implemented EchoSign twice, once using web only with no integration with any system and the second time integrated with Salesforce.com. While the first, non-integrated implementation was much easier, the business value associated with the integration to CRM system to much more. The automated file attachment of the signed contract is just one small example of how this integration saves the sales time clicks and time.
No - we have not done any customization to the interface
No - we have not done any custom code
We have not done any customization to the UI or anything else as there as not been a need for it with the simpler and easier requirements of the first implementation and now with the second implementation using the agreement templates and built-in data mappings as part of integration setup, no additional customization has been necessary.
The one item we are considering is on the salesforce.com side.
The one item we are considering is on the salesforce.com side.
Adobe Sign Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Support understands my problem Support cares about my success Quick Initial Response | Not kept informed Difficult to get immediate help |
No - They don't currently offer premium support
Yes - The bugs I have logged were classified as product enhancements, which to be fair were more product limitations. EchoSign support offered to escalate up to product management and told me to log an idea.
I was in the midst of trying to do multiple more complicated documents, I had to log multiple support cases. One of the cases I logged was asking how to setup a document with very specific and somewhat complicated requirements and how to do that in EchoSign.
While he ultimately referred me to their training module for their smart tags, which was appropriate, he did respond very quickly to my questions with detailed information, including samples, regarding how to solve my issue when he could have just sent me to training or documentation.
While he ultimately referred me to their training module for their smart tags, which was appropriate, he did respond very quickly to my questions with detailed information, including samples, regarding how to solve my issue when he could have just sent me to training or documentation.
Adobe Sign Reliability
Integrating Adobe Sign
- Eventually we will integrate with Salesforce.com.
Yes, this is a standard integration.
Relationship with Adobe
Lower per license rate for the contract term.
Be willing and able to walk away to get a better price.
2013 Update:
They are losing customers due to their previous outages so they are slightly more willing to work on price.
2013 Update:
They are losing customers due to their previous outages so they are slightly more willing to work on price.