Great and Efficient tool
August 20, 2024

Great and Efficient tool

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

Software Version

Virtual Data Room

Overall Satisfaction with ShareFile

ShareFile helps us to create and deliver signature forms efficiently with no extra steps with different kind of info to fill like inicials, date, or any information, also the website allows us to get documents from clients and we can put their documents in a safe and reliable place to check any time. Thank you!

Pros

  • Update documents
  • Web signatures
  • Delivery information

Cons

  • the folders setup
  • more visual
  • better colors
  • Client collaboration
  • Improve workflows
  • Security
The impact is big because we use it in all the signatures and mostly in all digital documents the client sends us in each client's folder. Also with the notifications we can know which client and what time they send the respective documents, and when they signed properly to move on the the workflow process.
For the moment, it works great, I have each 15-minute update for the new documents that clients upload, also I have an email at the moment they sign, and when we upload documents, we can create folders for each particular case, and also we can create folder templates.
so it is very efficient for the company's workflow.
The ShareFile website never broke, so we switched the signature service to this platform too. Because in PandaDoc sometimes it was hard to find some signed documents from years ago, also we couldn't find an efficient way to order the signature documents for each client, but with ShareFile we can find a way to do this very easily and practically.

Do you think Progress ShareFile delivers good value for the price?

Not sure

Are you happy with Progress ShareFile's feature set?

Yes

Did Progress ShareFile live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Progress ShareFile go as expected?

Yes

Would you buy Progress ShareFile again?

Yes

Best suite when you need signatures in confidential documents. Best suite when clients need to upload documents.

Progress ShareFile Feature Ratings

File Sharing & Management
10.0
Versioning
Not Rated
Video files
Not Rated
Audio files
Not Rated
Document collaboration
10
Access control
10
File search
10
Device sync
10
Cloud Storage Security & Administration
10.0
User and role management
10
File organization
10
Device management
Not Rated
Cloud Storage Platform
10.0
Performance
Not Rated
Reliability
10
Storage Reports
10

Comments

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