Opiniones de Docubee

Automatiza procesos con OnTask

Puntos a favor:

Me ha permitido automatizar mis labores para tener un mejor rendimiento.

Contras:

ha funcionado de maravilla a pesar que me toco utiilizarlo con vpn puesto que no esta para colombia.

Easy To Use

Puntos a favor:

Was able to set it up and get my contracts ready for signature within 15 minutes.

Contras:

Did not have any issues with the set up.

Super happy with Socubee

Comentarios: Double is a great product at a very reasonable price.

Puntos a favor:

It works super well and has totally streamlined our business. Plus switching to digital contracts has eliminated errors and reduced our paper contract headaches.

Contras:

Getting started was difficult because we are new to the digital contract world.

love the bee

Comentarios: I have had really good customer service and our product developer was amazing

Puntos a favor:

it easy to use and set up for both my staff and parent

Contras:

there is nothing I do not like at this time

Use of OnTask

Comentarios: It’s easy to use but doesn’t provide enough functionality

Puntos a favor:

It is very easy to use and intuitive for any user.

Contras:

I cannot go back and review what PTO has previously been approved

Docubee is worth it!

Comentarios: We are into our second year of Docubee and looking forward to many more! It is a great, firm friendly program that continues to lead forward in the E-signature platforms!

Puntos a favor:

Customer service and sales rep are fantastic! Response times are fast and polite. Docubee also offers great integrations for our managing software.

Contras:

Docubee is about as user friendly as it gets!

So easy to use and great customer service!!

Puntos a favor:

The ease of use and quick customer service with issues has been amazing!!

Contras:

So far nothing bad to say, they have taken any and all feedback and feel they will apply or look into.

Happy with Docubee

Comentarios: I prefer Docubee over Docusign. I like the ability to input and add notes to a document.

Puntos a favor:

It is Very user friendly for the client as well as the designers.?

Contras:

I have not found any issues so far with it.

Docubee is the best for digital forms

Puntos a favor:

Its very convenient, easy to work with, cost-effective, and reliable.

Contras:

None. Quite opposite and I have been very happy I found this service.

Great way of getting documents signed!

Comentarios: My overall experience has been good so far

Puntos a favor:

I like Docubee because it is quick, easy, & convenient

Contras:

The only thing I would say I like least is when the document comes back to me signed I am not receiving notification of it unless I go and look in the file.

Best AI document Generator!

Comentarios: It is easy to use and I can navigate the website pretty easily, I can use AI and create documents at my fingertips.

Puntos a favor:

I liked how easy and fast it is to import a document in.

Contras:

I did not like the affordability of the memberships but they aren't too high also just need more options.

From DocuBee/Smart Advocate integration team

Comentarios: Positive experience, collaborative Dev Team and Support, available good API documentation with samples.

Puntos a favor:

Open REST API, good price/quality ratio, good and responsive technical support and Dev Team we collaborated with.

Contras:

Product is pretty new, some features were just added recently, sometimes API errors aren't clear how to deal with.

We love Docubee

Comentarios: We as an agency have had a great experience. Customer support has been so helpfu

Puntos a favor:

The ease of use and how supportive your customers reps weee

Contras:

That the signature auto populates when your working with workflows

Great document signing tools

Comentarios: Using it to sign all documents with clients and staff and it's been great going so far. No complaints from my side or from the signees, it's all working as it should.

Puntos a favor:

It's easy to get documents signed. Auto recognises fields in the PDFs and you can set a signing order for people to sign the document after each other. They can view and sign from their mobile as well.

Contras:

It's sometimes a bit inconvenient to start over when you realise a mistake in the document when preparing to sign as you have to reupload the document and enter the contact details again.

a worthy alternative to DS

Comentarios: mostly excellent, works just as well as the other major e-sign platform

Puntos a favor:

ease of use, consistency in products, able to save templates for future use

Contras:

in my version, I am unable to change some fields (names) and save that for future use; also I need an administrator to re-send a Document for signature if not approved in timely manner

Streamlined Contract Management

Comentarios: My experience with OnTask has been effective and efficient. I work directly with the contracts and our department manages OnTask. Every time we have used OnTask for contract signatures, we have no issues.

Puntos a favor:

Our Customer Representative was amazing. Great communication every step of the way. Never a delay in response, always on top of every step. Willing to email, call, or Zoom.

Contras:

I do not have a negative regarding OnTask. When I took over the contract management, I reached out to the IT staff that work within OnTask. They had questions. When I met with [sensitive content hidden] our rep, she was glad to have them included. They had several questions and all were answered in a timely manner and resolved. Great Job.

Great Tool - Used Daily

Puntos a favor:

During the pandemic, this system kept our operations running and made the remote signature process fairly easy from the get go.

Contras:

I would like to be able to "align" fields in documents so that the final document appears more professional - especially when sending to 3rd party contractors and partners. And the darn "continue" button that is to the far bottom right side is difficult for users to find. They want to scroll within the document and not the screen to find the "continue" button.

Great for Event Servicing and Planners

Comentarios: Since most of our SMERF clients don't have access to office equipment, OnTask is used predominantly to assist clients with signing contracts over their phone or tablet.It's been a great tool for getting quick turnaround on bookings that we would otherwise struggle to contract with.

Puntos a favor:

OnTask has made signing contracts so much more accessible for SMERF clients, who often don't have a home printer, scanner, etc. to sign contracts.I expected this to be difficult for older clients who are not tech-proficient, but the required signature areas and easy "click-and-go" features make this accessible for all of our clients.

Contras:

I wish that I could merge a workflow document with additional pages and/or quick-sign documents.Our contracts are partially customized to the client, but there are several consistent contract pages that we have to manually add signatures, text boxes, and radio groups to since the automatic function also doesn't work.

On Task is No Task!

Comentarios: Great experience from On Task! Needed signatures for insurance contracts are easily sent our for signatures and returned signed in minutes. For many clients this saves time, money and gas! More importantly it frees up time for our office to make more sales.

Puntos a favor:

Sending out contracts for signature is fast and easy. Having the typewriter icon for optional fonts is very helpful.

Contras:

I would like to learn more about the features available with "On Task" but don't know where to get training videos for the other features.

Ontask is awesome!

Comentarios: Great

Puntos a favor:

The ease and convenience of getting important documents signed quickly. We also use it for onboarding all new employees.

Contras:

It can be difficult to set up complex workflows but the Ontask team is always available to help and very responsive.

On Task

Comentarios: It was a little quirky to figure out in the beginning, but works well.

Puntos a favor:

The price of OnTask was half the price of a competitor and is easy to use.

Contras:

I would like to see the platform save previously used email addresses to save time.

Docubee for Legal Documents

Puntos a favor:

The convenience of sending documents for signature to clients. It is very easy to use.

Contras:

Using the Docubee software through another software. It would be better for me to have a direct access to Docubee rather then using it through the other software.

Docubee Review

Comentarios: I enjoy using Docubee and appreciate having a place to find documents that are signed in an efficient manner.

Puntos a favor:

It is efficient and helps provide needed documentation.

Contras:

It took a little time to understand the flow of the documents, but once that was mastered, it worked well.

Mortgage Broker reveiw of OnTask for loan disclsoures

Comentarios: I am working with [sensitive content hidden] to make sure that i have the correct type of account so that I can get templates setup and receive the proper training. [sensitive content hidden] has been amazing.

Puntos a favor:

Customer service is very good. The platform seems to be great and user friendly once you learn how to utilize the features. I like that borrowers can sign documents from mobile devices such as an ipad or phone.

Contras:

I have had problems setting up templates.

The new standard

Comentarios: Great customer care. Immediate response to any questions or concerns

Puntos a favor:

Safe and easy contracting process. Trusted by all of our clients

Contras:

I really don’t have any other than it is a bit pricey. Still a good value.