AMAZING product! The templates feature ROCKS!
December 12, 2022

AMAZING product! The templates feature ROCKS!

Morgan Self | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Dropbox Sign

I use DropboxSign for all Client Service contracts as well as contractor agreements and W9s for my team. All customers in my business are under a contract that outlines their total purchase price and payment plan, as well as all of my terms and conditions.
  • Templates make the signing process SO fast - we do onboarding via phone, so this is awesome.
  • Ease of signing for the client.
  • Naming the documents and search feature works great, so I can go back and find past agreements.
  • It would be great to have a share LINK for clients who are asking to see a copy of their contract instead of having to go in and email it to them.
  • It would be great to have an email subject template that has auto-fields. For example, we have named my agreement “CLIENT NAME & Coach Morgan Agreement,” but it would save time to allow that client name to auto-populate based on the client name field I had already created on the template.
  • Faster time to contract signature-less overthinking because they sign with their finger on the phone with the sales rep.
  • Reduction of paper waste and organization.
  • Ease for sales reps to quickly choose and alter any agreement they need while on a call.
I love the ease of the templates and the ability to just enter their fields for each client.
Templates are amazing and super efficient.
Dropbox sign is more aesthetically pleasing and easier to set up on the business’ end as well as easier on the consumer's end.

Do you think Dropbox Sign delivers good value for the price?


Are you happy with Dropbox Sign's feature set?


Did Dropbox Sign live up to sales and marketing promises?


Did implementation of Dropbox Sign go as expected?


Would you buy Dropbox Sign again?


DropboxSign is great for businesses that do any sort of telesales! It’s also great for businesses that have agreements that are all very similar. The templates feature allows you to upload the whole document and add fields for areas that need to be customized. WAY more time efficient than uploading an agreement to a Google doc and having to change the doc each time.

Using Dropbox Sign

5 - Head coach, Sales Representatives.
3 - Basic knowledge of computer skills, and organization.
  • Client Payment Agreements & Terms of Service.
  • Contractor Agreements.
  • Contractor Tax and Payment Info.
  • Employee Document Organization.
I’ll always keep Dropbox Sign!

Evaluating Dropbox Sign and Competitors

Yes - Aesthetics and ease of use.
  • Price
  • Product Features
  • Product Usability
Usability was the main factor - I wanted to have easy-to-use templates so that I could make the sales process more efficient.

Dropbox Sign Implementation

N/a - the implementation process was seamless due to the ease of the software
Change management was minimal

Using Dropbox Sign

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Templates!
  • One-touch Initials for all pages.
  • Resending contracts for clients to review - would rather have a share link versus having to type in their email address.