GetAccept is a software platform designed for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned emails and reminder messaging to nurture prospects through pre-nominated sales stages. Sales representatives are then able to further personalize these templates prior to use by adding personal anecdotes…
N/A
OneSpan Sign
Score 8.0 out of 10
Enterprise companies (1,001+ employees)
OneSpan Sign (formerly eSignLive) is an e-signature solution for secure document signing processes that enables organizations to digitize business processes and eliminate costly paper and inconvenient “wet” signatures.
GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.
It is well suited for financial professional field. At the moment, i cannot think of area that will be less appropriate. It all comes down to if the admin office or head office can accept OneSpan as authorized software. Often enough, program can be very good but not recognized by head office due to its compliance issue. For example, in the Canadian regulatory rules for investments, sometimes it requires companies to process/store documents in the same country. If there is a cross border issue, it will be a big compliance issue.
The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
You can track in real time when a document has been viewed and for how long.
You can always reference the history of each client agreement. Easy access.
In some cases could be angry that software ask you for feedback many times, for example, when you are filling out a contract
something that happen occasionally is a little bit complicate find some documents in my screen, I mean if you could improve the way how the recent files appear on the screen could be great. not always happen but it is not good.
I would love to have templates that allow me create files in a easy way.
I don't see any reasons to change as their solution covers all my need for now. I could make even more integrations but that might be something that I will do down the road. I'm used to working with the interface and my data is all there as well.
The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.
The product is so well designed and built that we rarely need to reach out to customer service. But we have reached out to them in case of downtime, and we have always gotten a satisfactory response. We never had to follow up, as customer service executives were very responsible.
Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.
My experience with OneSpan in the customer service has been very positive. However, since my experience with OneSpan is much more recent, most of my technical experience with OneSpan includes technical areas that were not available in other products at the time I was working with other products.
It has incredibly increased the efficiency of students' work thanks to the possibility to work remotely with mobile devices.
GetAccepts has made it possible to create very realistic sales simulations, even if it is not educational software. It is therefore very flexible in its uses.
The possibility of tracking each page that is viewed helps evaluate what the Client is thinking.
