DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
$15
per month
Sofon Proposal Organizer
Score 10.0 out of 10
N/A
Sofon Proposal Organizer is more than a simple proposal generator. Per their website "Sofon Proposal Organizer takes care of requirements analysis, product configuration, three dimensional product visualization (when applicable), calculation of sales prices and margins, calculation of cost, generation of complete multi-level bills of material and routings and the production of all relevant documents including proposals, contracts and any internally required document."
I am going to speak of a personal experience- on multiple occasions: I need my husband to sign documents during the day and I don't need him here- physically. He sometimes works in different parts of the state as well at his own company. There is no problem at all, as long as he has access to his cell phone, email, and cell phone service- he can sign the documents I need him to. It is AMAZING- I can't speak highly enough of Docusign.
In my opinion, the most valuable characteristic of SPO is that by answering simple questions a very complex product can be configured; therefore the scope of delivery is defined very well. In addition, SPO has great flexibility to manage prices and costs. However, SPO is configurator of parts that allows incorporating basic design rules for their selection. SPO is not a optimised for developing complicated engineering design rules.
You have to purchase a subscription and unless you really need to originate a lot of documents, it's not cost-effective to maintain the subscription. It would be better to have a subscription that allows you to purchase a bundle of say, ten documents and then use them as needed for the occasional user.
You'll be hard-pressed to find anything negative from users other than the price.
The product is a great tool for a remote workforce. As the company gets bigger, adding users to the account can be rather expensive. We considering providing read/sign only access for certain individuals and providing full access to other users as necessary to reduce costs.
Generally speaking the company is satisfied with SPO; knowledge on how to use SPO and on how to code in the product have been developed, and has led to good results. In addition, customer service provided by Sofon is efficient and quick. Finally, SPO guarantees that product -specific knowledge stays in-house, reducing the risk of 'knowledge leakage to competitors.
As an Administrator of the system, its ease of configuration and the guidance around doing it is second to none. The screens are broken down into manageable segments and easy to navigate to the area that needs to be looked at. Our Process Delivery teams, after initial training are using the system without any problems and find it easy to operation. We get minimal if any, requests for support.
I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours
Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.
Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.
Adobe Acrobat Sign is less user-friendly and more suited to small scopes, or one-off documents. It lacks the use of templates that DocuSign has, which is what ultimately streamlines and delivers the consistency and efficiencies for the business.
The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office compatibility is a strong point.
