HelloSign takes the pain out of electronic signatures!
November 06, 2019
HelloSign takes the pain out of electronic signatures!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with HelloSign
The Sales and Customer Success teams use HelloSign to circulate order forms for signature, security documents, ESAs, etc. The program provides us with a simple and effective way to distribute documents for signature in a timely manner. We are also able to integrate the product with our Salesforce environment so that signed order forms are stored and linked to the specific account - helping us easily locate these documents in the future.
- Add custom lines for signature/text fields within an order form
- Email notifications to signers and senders - with copy of the current document and what steps are left
- Integration with Salesforce for saving order form/signed contracts
- Clear and easy identifiers for signature lines
- If there are multiple signers, the email notifications can become overkill
- Not a great deal of flexibility in editing the document once it has been sent
- Users find the reassigning confusing. I personally do not but some of my recipients have flagged this.
- Huge time saving tool for the billing team.
- When a document is signed we are immediately notified and a request is sent to the billing team to put the order through - saves a lot of work on our end and on their end and allows us to use our time more efficiently.
- Secure transfer of documents for signature when compared with sending via regular email for signature.
We used DocuSign for a few years and found the tool to be incredibly clunky, especially in its integration with Salesforce. The price was a lot higher and we found the Support to be sub-par. Specifically, DocuSign did not allow documents to be reassigned when they were distributed for signature. I'm not sure if this feature has changed but it was a huge pain point for us since we are typically sending the document to a recipient that will need to reassign.
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Did Dropbox Sign live up to sales and marketing promises?
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Did implementation of Dropbox Sign go as expected?
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Would you buy Dropbox Sign again?
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