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SS

Sophia S.

Exec. Asst.

Small-Business (50 or fewer emp.)

1/11/2024

"A great integration for smart advocate"

4.5/5

What do you like best about Docubee?

The biggest plus to DocuBee over our previous program, DocuSign is being abe to send documents as texts. That really helps for our clients that aren't that email-savvy. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

I don't like that I can't void a document if it hasn't been sent through the portal and that I can't send automatic reminders. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thanks for your review, Sophia! So glad to hear that we're able to help you better serve your clients. As for voiding documents and setting automatic reminders, Docubee does offer those things in our workflows but I am not certain if they are available in our SmartAdvocate integration at present. I'll pass that feedback along to our team though!

CM

Charlie M.

Chief Operations Officer

Small-Business (50 or fewer emp.)

1/9/2024

"Docubee is a versatile platform for various workflows"

5/5

What do you like best about Docubee?

The customization is simple with many different ways to customize, and customer support is phenomenal. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

We do not need to use the service as frequently as others may, but are nonetheless happy with it. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thanks for leaving a review, Charlie! We're so glad that you're enjoying using Docubee.

CS

Chelsea S.

Mid-Market (51-1000 emp.)

1/11/2024

"Docubee has helped our department!"

5/5

What do you like best about Docubee?

Docubee has helped streamline processes for our HR department. We've even been able to assist other departments with the help of Docubee. Creating custom workflows and sending documents have been made simple thanks to Docubee. We've used the system for a few years and it has truly been helpful for us, we will continue using for many years to come. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

It would be great if Docubee added more processes aside from workflows and document signing. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thanks for your review, Chelsea! I'm so glad to hear that you're loving Docubee and using it across departments! We're always looking for ways to better support our customers, so we would love to hear more about what kind of processes would be helpful for you to automate. Please don't hesitate to send any feedback to me at alatour@docubee.com so I can get it in our product team's hands :)

AN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

1/11/2024

"Docubee Review"

3.5/5

What do you like best about Docubee?

It's about the same as OnTask which I like because switching to a whole new system and layout is always more difficult. I like that we can use the links on our website and not have to worry about the streamline of the process. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

Upon the switch many of our users were having trouble with our original links that were under OnTask. When they went to fill out documents and forms, the link would ask them to create a login. This didn't happen with OnTask but has happened since the switch to Docubee. As an administrator I'm able to solve the issue by reposting the links and restarting some of the forms however this can be tedious. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thanks for your review! I'm sorry to hear that you've been experiencing issues with your previous OnTask URLs asking your users to sign in to Docubee - I am passing that information over to my team.

I would encourage you to reach out to our support team or your account manager to see if they can see why this is happening - your OnTask links should not require any logins or for you to recreate them in Docubee so we'd like the opportunity to see why this is happening!

JG

Jena G.

Mid-Market (51-1000 emp.)

1/11/2024

"Works great and very easy to use/"

5/5

What do you like best about Docubee?

This system has been great to use. especially the workflows and being able to send them via links to our employees or clients. Very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

I have not experienced any negatives so far when using this. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thank you for your review, Jena! I'm so glad to hear that workflow links have been helpful for you!

AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

1/11/2024

"Works great for our quarterly and annual forms we need processed"

5/5

What do you like best about Docubee?

Streamlined quarterly and annual reporting from over 100 advisors Review collected by and hosted on G2.com.

What do you dislike about Docubee?

I have had no issues when using Docubee and I have been a user for over 3 years. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thank you so much for your review! I'm so glad that Docubee has been helpful for your reporting process.

UC

Verified User in Consulting

Small-Business (50 or fewer emp.)

1/9/2024

"Easy to use and excellent customer support"

5/5

What do you like best about Docubee?

We transitioned from another product, and the transition was very easy. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

I can't think of anything I dislike at this time. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thank you so much for your review! We're so glad you found the transition easy and are enjoying the product.

DL

Deanna L.

Small-Business (50 or fewer emp.)

1/19/2024

"Docubee has been helpful in my small business"

5/5

What do you like best about Docubee?

The best thing about using Docubee for my speech therapy practice is that the product is HIPAA compliant. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

The workflow section can be intimidating and confusing. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thank you for your review, Deanna! We're so glad that Docubee is helping you save time and keep your data compliant!

DM

Dave M.

Small-Business (50 or fewer emp.)

1/9/2024

"Easy to use, great value"

5/5

What do you like best about Docubee?

Easy to use, decent workflow once setup. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

Interesting Setup, some things were not easy to do in setup, like rename files, but customer service set it up. Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thanks for your review, Dave! We're so glad that our workflow capabilities have been helpful. We are always looking for feedback on how we can improve, so I'll make sure to bring your note on renaming files to our product team.

UG

Verified User in Government Administration

Mid-Market (51-1000 emp.)

1/11/2024

"Userfriendly"

5/5

What do you like best about Docubee?

We use docubee for quick signing of documents and for all our new hire paperwork. I like that its easy to use and doesn't require training for people to use. Review collected by and hosted on G2.com.

What do you dislike about Docubee?

I haven't found any disklikes with using Docubee yet Review collected by and hosted on G2.com.

Response from Ariana Latour of Docubee

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Thank you for your review! We're so glad Docubee has been helpful and easy for your users!