Docubee Pros and Cons

The customization is simple with many different ways to customize, and customer support is phenomenal. Review collected by and hosted on G2.com.

We do not need to use the service as frequently as others may, but are nonetheless happy with it. Review collected by and hosted on G2.com.

Docubee has helped streamline processes for our HR department. We've even been able to assist other departments with the help of Docubee. Creating custom workflows and sending documents have been made simple thanks to Docubee. We've used the system for a few years and it has truly been helpful for us, we will continue using for many years to come. Review collected by and hosted on G2.com.

It would be great if Docubee added more processes aside from workflows and document signing. Review collected by and hosted on G2.com.

It's about the same as OnTask which I like because switching to a whole new system and layout is always more difficult. I like that we can use the links on our website and not have to worry about the streamline of the process. Review collected by and hosted on G2.com.

Upon the switch many of our users were having trouble with our original links that were under OnTask. When they went to fill out documents and forms, the link would ask them to create a login. This didn't happen with OnTask but has happened since the switch to Docubee. As an administrator I'm able to solve the issue by reposting the links and restarting some of the forms however this can be tedious. Review collected by and hosted on G2.com.

This system has been great to use. especially the workflows and being able to send them via links to our employees or clients. Very user friendly. Review collected by and hosted on G2.com.

I have not experienced any negatives so far when using this. Review collected by and hosted on G2.com.

Streamlined quarterly and annual reporting from over 100 advisors Review collected by and hosted on G2.com.

I have had no issues when using Docubee and I have been a user for over 3 years. Review collected by and hosted on G2.com.

We transitioned from another product, and the transition was very easy. Review collected by and hosted on G2.com.

I can't think of anything I dislike at this time. Review collected by and hosted on G2.com.

The best thing about using Docubee for my speech therapy practice is that the product is HIPAA compliant. Review collected by and hosted on G2.com.

The workflow section can be intimidating and confusing. Review collected by and hosted on G2.com.

Easy to use, decent workflow once setup. Review collected by and hosted on G2.com.

Interesting Setup, some things were not easy to do in setup, like rename files, but customer service set it up. Review collected by and hosted on G2.com.

We use docubee for quick signing of documents and for all our new hire paperwork. I like that its easy to use and doesn't require training for people to use. Review collected by and hosted on G2.com.

I haven't found any disklikes with using Docubee yet Review collected by and hosted on G2.com.

There are several things I like, but overall I would have to pick Responsiveness. Everyone I have engaged with at ONTASK has been very responsive and helpful. Team members will work with you to find solutions and the company is open to feedback. They regularly add templates and learning resources as well. Review collected by and hosted on G2.com.

It's not a matter of dislike, but I recommend investing in at least 1 or 2 internal staff to become 'experts'. More complex workflows do require a degree of competence and knowledge. Make use of support hours, resource videos and webinars and with some time it comes together. Review collected by and hosted on G2.com.