For my minimal e-signature needs - only a few documents a month - this is the perfect solution. It's extremely easy to use for both me and even the unexperienced recipient.

Extremely easy to use, affordable, with great audit trails. It sends messages to all signatories with alerts to sign the document and reminders if the document remains unsigned after several days. All users are notified and sent a copy when the document is fully executed.

Biggest drawback for me is lack of a Microsoft Word add-in to upload/sign directly from Word instead of having to log into the website and upload. Other solutions offer this solution and it would be a great timesaver if added.

I've had trouble in the past with clients, particularly older ones, who did not know how to electronically sign a document. This is incredibly easy for them to use. I have not had one client who was unable to sign. This became very important during Covid when even local clients were unable to sign in person. I've used other software, usually through their free trial offer. When I tried HelloSign as a free trial offer, I was sold.

We send tax documents to clients across the country. Now they can easily sign them and return them to us. They do not required any specific software, apps or know-how. If they can open an email, they can sign the document. This is especially important for our older clients and our non-English speaking clients. It does not integrate with my software, but that is because they have their own program they want you to buy. But it is easy to print to PDF and drag and drop. Another great feature is the automatic email reminders that you can set up. I can tell if a client has viewed the document, signed the document, or if only one spouse has signed. But I do not have to monitor this daily. HelloSign will send reminders that they have not completed all actions.

My tax software normally issues a password for each set of documents which I cannot use when sending out the signatures. This may be something that is available in an upgrade, but not in the standard package. Although we normally verify them anyway, we take extra steps to ensure that the email address is correct/current.

Overall, for the cost, this product is great. If I need additional functionality, I'll pay the additional cost for another product. But, this does basically all the things I need for a fraction of the cost.

HelloSign is extremely easy to use. There's basically no training required. It's all straightforward. Items can be required or optional. Text fields, signatures, initials, etc., can be added by drag and drop. Templates can be created from any document. It's also very low cost compared to similar products.

We use HelloSign through Brokermint for real estate brokerage transactions. I wasn't able to save an e-sign document draft, then come back to finish it later. I had to either complete the document or lose it. There isn't a strike through feature, as is common with these products, so the workaround is to insert a text box over existing text and use underscores to strike it. I'm required to add a signer to every document, even if it's myself, but sometimes I just want to add a textbox and save it without needing a signature. Also, as an admin, I wanted the ability to access documents of users, but I don't think that's possible. I was only able to access documents to which I was the creator or a signer.

The way we send documents to get signatures on time and security.

There are not complaints about Dropbox Sign