airSlate WorkFlow vs. Documate

Well suited for forms that need to be signed by one or more people (ie multiple levels of managers). Great to keep all completed slates in one section so that you can find what was completed and where. It does get a bit tricky with routing when it's a bit of back and forth.

Incentivized

Windows or Mac works well, and making client-based documents is flawless because of its customization ability.

Incentivized

• The airSlate interface is very easy to use. Creating new forms or updating existing ones is way less challenging than other similar platforms.
• airSlate integration with other platforms is straightforward and doesn't require special unique code.
• The look and feel of the user interface is clean and inviting.

Incentivized

• More control over our data
• Ability to customize it as per our needs
• Cross platform work like Windows and Mac is good

Incentivized

• Field mapping to Salesforce is precise but a bit fidgety. Would be nice to be able to do it on the form builder instead of in a separate bot.
• Fillable fields in PDFs are ugly. It would be nice if font size/spacing/alignment actually matched the document.

Incentivized

• Adding more examples for help
• Nothing more as it is such a good software

Incentivized

I give this rating because I am hopeful the functions I would like will be added in the near future.

Incentivized

Starting with a template it is easy to see how parts of the workflow are connected and make changes that will customise the product for your own use case. In our situation, rather than starting from scratch, our form was working within hours of joining the trial version. Several hours of tweaks lead us to a form that is better than the tool it was replacing and we are saving real man-hours with a minimum investment of time and money. Service has been exceptional.

Incentivized

I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating

Incentivized

HelloSign is the only other products we've used but it does not have the automation we needed. We used it when we were processing fewer digital forms and most others were required by our legal department to be printed and signed.

Incentivized

Easy to use as GUI is very user-friendly and meets all the expectations of someone who needs to take care of their documents.

Incentivized

• Time saved from having to email or run documents to other people for sign off
• Time saved from auto-storing documents in the correct place once we get all the bots set up
• Confidence from a legal standpoint due to the validity of e-signatures and its tracking

Incentivized

• Small monthly fee, so it's a budget-friendly software
• Keeping all the data and having control over it

Incentivized