Super Affordable eSign Contract Solution
December 02, 2018

Super Affordable eSign Contract Solution

Yvette Montague | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HelloSign

HelloSign is used to generate electronic NDAs and sales agreements that customers can review and sign online without having to download or print documents. It's used by the Sales organization for contracting.
  • It's really easy to create a contract or contract template. Simply upload your Word document and identify which areas each party should sign. The templates work great because you can modify and reuse standard contracts.
  • e-Signature is great. You can choose an e-signature or use your finger (or e-pen/stylus if your computer has one) to sign your signature. The signature can be saved and reused on future contracts.
  • The notifications are great. You get a notification once the other party has signed and everyone gets a notification with a copy of the contract once all required parties have signed the document. You don't have to worry about final distribution. It's great.
  • If you're low volume the free version of HelloSign allows you to send 3 documents per month.
  • I wish you could customize the sender address. I always send the HelloSign sender info in advance to prospects to whitelist before I send the contracts. I'm always worried that the emails will get caught in spam filters -- hasn't happened yet. It would be nice if I could set up some sort of email relay.
  • It would be nice to be able to set up folders to organize documents in HelloSign. My workaround is to store and organize the final signed documents elsewhere.
  • I have the version that isn't integrated to Salesforce (cannot access while in an Opportunity to send) but I do use Gmail integration. I just attach the email with the document to the opportunity via Gmail for Lightning. No extra work since I'm logging the email anyway. It saves a ton of time re: attaching documents to the right records without having to be Salesforce.
DocuSign is a better fit for larger companies. HelloSign is a better fit for small companies. It's easier to use and has a far better price point.
It's great for small businesses that don't require a sophisticated contract builder and want to get documents out fast for signature and back quickly. It's a stand-alone solution with the option to integrate with Salesforce if you purchase the highest-end custom solution.