5 out of 5

Great Program

Agency

What do you like best?

Convenient interface, easy to modify and cheap. Everything works as expected, and we have had zero issues using the program. We upload our documents, edit them in their program, then create a link and have our customers sign it. And if there are any issues, or something needs additional editing we just go back into the program and quickly fix the issue. From start to finish, we can upload and edit a doc, while emailing a sign here link in under 10 minutes. We would not be able to operate without this program.

What do you dislike?

Nothing really, everything has gone as expected. I think we had a few issues uploading docs, but wasn't anything to really worry about, and we fixed it rather quick.

Recommendations to others considering the product:

Buy with confidence, you won't be disappointed. We paid for the annual cost of this program in the first day we used it. Makes getting fee sheets, and on boarding documents signed much more simple. If you are in financial services, or anything where you work with companies out of state then this program is a necessity for your business. I can actually show a boost in profit from the day we signed on with this company, it is a crucial part of our business.

What problems are you solving with the product? What benefits have you realized?

Streamlines all on-boarding for us. Also makes getting our fee sheets signed much easier. The price we pay for this annually was paid on the first day we used the program.

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