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Dropbox Sign has been an excellent step up for my company!
February 06, 2023

Dropbox Sign has been an excellent step up for my company!

Lesa Edwards, MPA, CJSS, MRW, ACRW, CELDC | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Dropbox Sign

As a solo practitioner, I wanted to go from a home-grown, unsecured contract process to something more professional and secure. I use Dropbox Sign for onboarding all clients, with two primary purposes: to walk them through the process we will be engaging in (managing expectations) and securely take their payment information.
  • It is easy to send out contracts with Dropbox Sign
  • I like how professional it looks to my clients
  • It makes it easier for my clients to complete and return than the homegrown document I was previously using
  • The only thing I can think of is, when I send out multiple contracts at the same time, I can't tell which one is for which client (I send the documents to me first to fill in specifics on the package they are purchasing). Because of this, I've started sending one at a time, waiting for it to arrive in my inbox, completing it, then sending it off - before starting another contract.
  • More professional for my business
  • Payment information is secure - clients feel safer providing card information
My only issue is one I previously mentioned - if I send multiple contracts out at the same time, I can't see which contract is for which client.
I don't have much to say here, because I have my Virtual Assistant (VA) do all setup and configuring.
I don't remember what I thought about DocuSign, but I remember that my decision came down to price for the value - and I believed HelloSign (now Dropbox Sign) was the best.

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

Yes

Are you happy with Dropbox Sign's feature set?

Yes

Did Dropbox Sign live up to sales and marketing promises?

Yes

Did implementation of Dropbox Sign go as expected?

Yes

Would you buy Dropbox Sign again?

Yes

It has served me well as a solo practitioner, so I would recommend it to other coaches/resume writers like me. I don't have a frame of reference for how it would serve larger organizations. I can't think of a scenario where it would be particularly inappropriate.