Business partner of the vendor or vendor's competitor, not included in G2 scores.
What do you like best?
The system is very user friendly and saves all previous information! The forms are easily accessible and super easy to fill out for your customers. The auto-reminders to clients are excellent as well! I also like being able to go write back where I left off, have the option to cancel a signature, update the forms, and all the options with one drop down menu.
What do you dislike?
Can't think of any, it just really comes in handy for required forms! I would just recommend an auto-download feature that sends the signed forms to your email in PDF format. To also have an option for a Every 3rd day reminder, instead of every day. Some customers see that as a pain, but really, they just need to sign!
Recommendations to others considering the product:
Compared to other competitors, this will save you money, and has a very easy database to use. You will not regret using this software for your business, as it makes everything very smooth. As soon as a customer signs their forms, we can get the policy in place, and the notifications are super fast, no waiting for a delayed email notification for signed forms!
What problems are you solving with the product? What benefits have you realized?
Saves all emails previously used, great benefit! It also helps me keep track as to what customers need to still complete signing. Mailing out applications for wet signatures are a thing of the past, and this really keeps our business and production moving smoothly and helps us stay compliant with E&O.