Formstack Sign

Avantages

It's very simple and user friendly, I don't find that clients have any issues navigating how to sign the documents which makes the whole process smooth!

Inconvénients

I have no complaints! I don't think anything needs to be changed at this time. Keep up the good work!

Avantages

It's very user friendly, especially for the customer. It makes it extremely convenient for the customer is not "put out of their way" to sign documents.

Inconvénients

The navigation process when customer is done e-signing.

Avantages

Ease of use. We not only recommend this for our customers, but use it internally for sending contracts to clients

Inconvénients

I don't think it's the software that's a problem, but the admin error in setting up the templates. Sometimes the fields for initials etc aren't pulled in the exact place

Avantages

THE SFTWARE IS VERY EASY TO USE, IF YOU HAVE A PROBLEM YOU CAN CALL CUSTOMER SUPPORT AND THEY ARE GREAT

Inconvénients

SOMETIMES MY DOCUMENTS DO NOT COME UP IN THE WINDOW AND I HAVE TO GO TO ANOTHER SESSION

Avantages

Even customers who aren't very tech savvy find this so easy to use. It's a truly brilliant piece of software that all businesses could do with. Particularly excellent for us in the world of insurance!

Inconvénients

Not encountered any major issues so far. If we do I know the tech support will be on hand to deal with any issues in an efficient manner.

Avantages

InsureSign is easy to and convenient to use. The process for getting important documents back is a simple process for my clients which is extremely important.

Inconvénients

I don't have any cons to reference about the software at this time.

Avantages

I like the way it works through my existing client management program allowing me to send paperwork to my clients quickly and easily.

Inconvénients

The basic process of learning a new program especially because I had very little experience with electronic signature programs.

Avantages

Ease of use and having signed apps returned right away.

Inconvénients

Some people complain they are unable to sign on certain phones. Not sure if it's not user error or not.

Avantages

Ease of use of the software, the speed in which the documents are sent and received.

Inconvénients

Not able to send it to 2 signers under one email.

Avantages

The process is simple and easy to use for me and my clients

Inconvénients

Nothing. Like it all. Very easy to use.

Avantages

Insuresign is easy to use and helps our company get more done in a day. Awesome.

Inconvénients

There is nothing that I don't like about this software.

Avantages

The online system is extremely easy to use and our management system is capable of printing directly to the system. It tracks fully the times sent, signed dates etc of the documents.

Inconvénients

Right now, I have no complaints about this system.

Avantages

Very easy to add a document and to add the locations for the e-signature or for the client to add needed text to the e-signed documents.
Clients appreciate that they don't need to set up an account to be able access their documents and the ability to access from a smart phone or any computer is HUGE for the ease of access for the clients.

Inconvénients

I have been using the InsureSign for a year since I started at this agency and have no complaints so far.

Avantages

very easy to use for the customer and their client.

Inconvénients

There is nothing I don't like about InsureSign.

Avantages

Makes getting documents signed so easy and efficient. I really don't know how a business could operate without it and provide a seem less client experience. The importing of documents, the follow up, and the ability to easily document the exchange make InsureSign invaluable.

Inconvénients

The new version took out many of the frustrations found in the old version. I can now drag documents from any format. I wish that the software integrated with Outlook so that email addresses would prefill.

Avantages

Super easy to use for us and our customers! Love the reminder setting for those who not esigned the documents. Easy to keep track of all documents. Highly recommend.

Inconvénients

No complaints, except that I am now the dedicated office person for all signatures!

Avantages

tracking of documents; a quick glance that shows what documents are not signed and signed; there was just an upgrade to the software that really makes it a lot easier

Inconvénients

Prior to the upgrade, I found it not user friendly . The new upgrade a slight learning curve, trail and error

Avantages

InsureSign is a fast, easy, convenient way to get documents to clients for signing or approval. The format is really easy to use.

Inconvénients

Since the recent update a couple of months ago, we are unable to text reminders/links/documents to clients cell phones. That feature was awesome.

Avantages

Fast and effective.

Avantages

ease of doing business - clients ease of understanding

Inconvénients

once completed sometimes clients wasn't to change or add somehitng - would be nice if we could re send the completed dock for small amendment

Avantages

easy sending, scanning and just the the feature likes reminders via text are also an A+ are a great idea since not everyone check the email right away so text help

Avantages

To be able to deliver a document to Insured to sign on the phone in todays world is such a plus. This allows you to send a document and receive it back within minutes.

Inconvénients

I have not understood how to actually text an individual directly from the program itself. I have to email it to a person and then I can go in and text it. Probably is a better way but have not discovered it yet.

Avantages

Ease of use for us and the customer; organization of documents.

Inconvénients

Sometimes you have to click a couple times to get something to register.

Avantages

Makes my job much easier. I can have documents to a customer and back in a matter of moments.

Inconvénients

I can't think of any cons to date. Love this software.

Avantages

This is very easy to use, fast and also user friendly for the clients. Also, the ability to have sent by text is a great feature as well.

Inconvénients

No complaints about this at all. I love it.

Avantages

Not worrying about if my clients have a printer/scanner. this helps me get the signed documents back quickly, and I am able to close my files a lot faster and move on. No constant follow-up calls and emails begging for the signed docs back. Clients love it too.

Inconvénients

If I have to say a con, then I guess its that we need two different emails when two or more are signing.

Avantages

The ability to reach clients that are not close by without having to have them print/scan documents.

Inconvénients

Have not had any issues with this product.

Avantages

Can easily send a reminder for client to find email. Plus sends daily reminder. Makes working with clients remotely more efficient than making a trip to the office.

Inconvénients

Rarely the signature does not come through. Cannot split multiple page document once signed but one of the recent updates allows separate documents to remain separated, which is an improvement.

Avantages

The easy of getting signatures. What I mean by this is can send any documents to clients by email and receive the signatures you need in a short amount of time. The clients like they don't have to come in the office.

Inconvénients

What I like least about the software is the there is no tab for a print name when we need a signature & print name on application forms.

Avantages

The ability to quickly send out a form to get signatures. InsureSign has made this task not only more efficient but we have a better faster turn around on these forms from the client.

Inconvénients

So far we have not found any issues - all is great/

Alternatives envisagées 

Pourquoi passer à Formstack Sign

Avantages

Convenience, response time on returning documents is much quicker. insured's find it very easy to use.

Inconvénients

Just that you would be able to complete a sentence on a document or answer questions

Avantages

What i like most is its easy to use. A recent update to a web based version prompted this review. They are cloud based and provide automatic back up. Your clients can e-sign from anywhere. The support team will walk you through the process on emailing e-signature forms to your customers. One of their features is unlimited signatures, documents each month; no limit.

Avantages

Ease of ise

Inconvénients

We had two issues early on.

Avantages

The document can't be returned to us without all of the marked slots signed or initialed

Inconvénients

when an insured is having trouble with it, i cant see what they are seeing to know how to help them with the signing process.

Avantages

Ease of use I like that. I want to do what I need shoot it to client and move onto the next thing.

Inconvénients

At this time there is nothing negative at this time.

Avantages

My clients promptly and efficiently return docs that allow my job go faster and easier. I like that you can send reminders to clients who forgot to return them.

Inconvénients

When uploading a doc a pop up always appears and you have to click 'okay' for it finishing uploading so it won't close down.

Avantages

The platform is very simple. It is easy to set the fields that need to be signed/completed. I also feel that I'm receiving the signed documents back in a more timely manner than prior. I also greatly appreciate the email notification I receive when a document has been reviewed.

Inconvénients

I would love an option to set an outstanding document deadline to assist in keeping track of those documents.

Avantages

Ease of use---saves so much time.

Inconvénients

Hard to go back to prior page if I made a mistake.

Avantages

VERY EASY TO USE FOR BOTH AGENT AND CUSTOMER

Inconvénients

DON'T REALLY HAVE ANYTHING I DON'T LIKE

Avantages

Basic functionality so that you do not spend all of your time trying to figure things out. Everything is clear and concise.

Inconvénients

The only thing I would add is if you were able to view the document that you sent. Maybe you can do this already, I'm not sure, but that would be helpful.

Avantages

Its quick and very simple to use. Our customers very much enjoy this software for signing any documents we may send them.

Avantages

You get confirmation time and date stamped when signed and sent

Inconvénients

Cant complain we love it, anyone can use it!

Avantages

Easy to use, fast and efficient. What I love about this product is that it suits my agency perfectly. I can also have my brand and logo integrated within. It's a great product and the developers really had the user in mind when they made this. A+

Avantages

It is so easy to use and to explain to the other party how to do it.

Inconvénients

I don't think it has spell check. That would help.

Avantages

Ease of use for all of our user and signers. Integrates with our management system software which is great

Avantages

Ease of use - the previous software seemed to cause our clients all sorts of problems - we'd tell them just to click on their name and it would send it right back to us - but a lot of time, we ended up mailing, faxing or having them come into the office to sign. I've never had that problem with InsureSign.

Inconvénients

I haven't had any bad experiences - no complaints.

Avantages

The ease of being paperless and saving on postage and time to get needed documents from the insureds

Inconvénients

The cost per users was a lot higher then the competitors software and theirs was easier to work with

Avantages

I used them to have a custom sign made for my office. They where quick to respond and had a quote in my mailbox within a couple hours

Inconvénients

There is nothing I don't like about this software. It is easy to use, and easy to train on how to use.

Avantages

What I like most is the ability to track documents sent to make sure they are received in a timely manner

Inconvénients

What I like the least is many times the emails go to the customers spam/junk mail folder often and I have to call to follow up

Avantages

I love the simplicity of it, it is user friendly and pretty much error proof. I've never had to call customer service to use it or figure it out.