Ratings & Reviews

Overall Rating

4.74 / 5 (3,637)

4.63 / 5 (104)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

February 21, 2020

February 21, 2020

Pros/Cons

  • Pros

  • Ease of use and dashboard. Love this product. Very easy to tag documents and send. Clients love it as well

  • Why not go digital. Makes life so much easier for all involved in a sales process.

  • Cons

  • some of our clients found it a little difficult to open in the computers. not to many cons it has been helpful

  • It can be confusing for the general user at times especially the storage of certificates but overall it's easy to use.

  • Pros

  • Very user friendly, ease of use, The customer and us found it very reliable

  • It is very easy to use and can allow for multiple signatures and other data to be filled in electronically. Sending files is a breeze.

  • Cons

  • Setting up the document may not be the easiest task but once you get it set up you are good to go.

  • It works decently with our management system but I wished it could do more. No real con's with the software itself, just wished it could sync a little more with our programs.

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots