Hello, HelloSign - and Goodbye unsigned contracts!
April 25, 2018

Hello, HelloSign - and Goodbye unsigned contracts!

Sarah Nelson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HelloSign

We use HelloSign within every facet of our company. Our sales floor uses HelloSign to send agreements to new customers and our customer service department uses HelloSign to retrieve contact information and send contracts upon request to existing customers. HelloSign makes it easy for us to receive signed agreements from new customers without needing to have them mailed.
  • The best part of HelloSign is that it integrates with our CRM. We are able to have the system auto-populate fields in the contract, based on what is written in their file.
  • HelloSign is particularly easy to use compared to other document signing services. Clients rarely have a hard time figuring out how to sign the agreement. And they also have the option to type in their name, rather than try a signature.
  • I like the ability to store different contract templates. It makes it extremely easy for us to send contracts for different services without needing to re-write on the spot.
  • When you first sign in to HelloSign, it automatically has you on a view of *only* the agreements that *you* sent. It can get frustrating since most of the time, I need to view contracts sent by other people. Not just myself. I think it would be smarter to start on the *all* section, rather than the person section. Considering your personal contracts will appear in search as well. But, obviously, this is an extremely nitpicky complaint.
  • There have been a few times when the integration has gone down. I would say that within the last year of using HelloSign, our integration with our CRM has crashed three times. Which may not seem like a lot. But it pretty much puts our sales floor offline.
  • When we first signed up for HelloSign, the contracts would import a copy directly into their file in our CRM. Unfortunately, due to safety precautions, this benefit has gone away. I would hope that maybe someday this could return because it was extremely helpful.
  • Overall, I would say that HelloSign has had a positive ROI due to the fact that more of our customers are able to sign their agreement at the beginning of service. Due to this, more customers are fulfilling their legal agreement with our company.
  • We use to have an issue with customers implementing "chargebacks" with their bank; claiming that they never agreed to our services. With HelloSign, we are able to easily produce copies of signed agreements with IP address detection that is legally binding.
  • As mentioned previously, when the HelloSign integration has downtime, it does negatively impact our sales floor. I hope this occurrence remains minimal.
We are technically still using RightSignature for our older contracts, however, I much prefer HelloSign. The dashboard and interface of HelloSign are much more user-friendly than RightSignature. I also feel that the emails sent to clients are easier to follow and we have had more success capturing signatures through HelloSign than RightSignature. I also feel that because HelloSign is more modern, we are able to benefit from the service more through integrations and automation.
HelloSign is perfect for any agency that conducts business via telephone or email. In today's marketplace, not many B2B services are conducted face-to-face. HelloSign makes it easy to lock in agreements with new customers without needing to teach them how to use a computer. I would definitely recommend using HelloSign for your document signing purposes.