The ease of use for customers to sign via computer or phone wherever they are to make sure we as an agency get docs in a timely manner. Review collected by and hosted on G2.com.
I did prefer the previous update where we could pull the signed docs from the email it sent us. Also, if a document gets signed and we sent it a while back, I'd like it to show in the top of my queue on my documents so I don't have to scroll down and search for it. Review collected by and hosted on G2.com.
Video Reviews
i love features, check out the commercial i did for insure sign, too funny
406 out of 407 Total Reviews for Formstack Sign
Overall Review Sentiment for Formstack Sign
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Favorite part is being able to copy the link to text. A little bit of a pain that have to go in and get it in the "remind" stage. Would like to be able to put in a phone number from the initial send screen to have a link texted along with the email. Review collected by and hosted on G2.com.
I would like to be able to put in a text box and type something into it before I send it. It's a pain to have to cancel the document and then go out and edit the document and then start over again if I forgot to put something on a form.
*could use more training, don't know how to integrate the product into any of the things we use, we use it as a standalone product. But we do have Vertafore AMS360, Agency Zoom, EzLynx, and Quoterush. Review collected by and hosted on G2.com.
I love that with Formstack Sign, you can create a template for frequently used forms. This saves so much time as there are several forms that we send to clients on a regular basis. I also appreciate that they have a text option to send the forms as many of our customers say they miss or don't see emails we send. Overall, this is one of the best signature platforms that have been used in the agency. Review collected by and hosted on G2.com.
When placing some of the fields, due to the rectangle guide used to place it, they don't always end up in the exact spot you would like. This is mostly an issue with the radio and checkbox buttons. With the recent changes they have made, that is really the only issue I have currently. Review collected by and hosted on G2.com.
The ability to easily send documents to sign, and also the reminder feature that includes both an email and text option is great! It is so easy to use and makes my life SO much easier when sending documents to clients. Review collected by and hosted on G2.com.
There's really nothing I can say that I dislike! I use it all the time and couldn't be happier. Review collected by and hosted on G2.com.
It allows me to reach customers that may be far from our location, we only work with CA customers but it allows us to reach farther than the L.A county. Review collected by and hosted on G2.com.
Sometimes it has glitches in the end of the customer, got a lot of errors when system changes from eng to spanish, we have to circle around them to get the customer to sign. Review collected by and hosted on G2.com.
Formstack Sign is extremly helpful when you are filling out a document and need the data to be signed. Its very easy to implement, and easy to intergrate with just a document, or within a workflow. Review collected by and hosted on G2.com.
The only downside is the user experience if you need to fill out information on the actual document. Review collected by and hosted on G2.com.
Easy to use system. I like we can set Templates for things we use constantly. Its used every day at our office. Liek that we can send directly from our management system and the sign doucments is load back in system once signed. Review collected by and hosted on G2.com.
Wish the signature request coudl go to both insured at the same time verses one at a time and that we can use the same email for particapants. Review collected by and hosted on G2.com.
Integration with other Formstack products creates and easy to use, seamless sytem. THis has helped our assocaition increase our operationsal efficiencies and reduce redundant, outdated processes. Review collected by and hosted on G2.com.
Nothing I can think of at this time - Wish we had more time to think of ways to use this! Review collected by and hosted on G2.com.
We use Formstack products, including Sign, in our online training programs. I like that Formstack Sign is simple and easy to use. It is not difficult to incorporate it into a workflow where a customer is required to provide a signature after taking a test and completing an evualuation. I'd say my experience with Formstack sign is generally positive. Review collected by and hosted on G2.com.
It may just be my experience with Formstack in general, but I have usually had to resubmit assistance requests for the same issue several times before I end up speaking with someone who is able to resolve the issues I have had. Review collected by and hosted on G2.com.
Easy to use. Our users sign in manually to send contracts for signture. We also implemented an automated integration with Salesforce to automatically send for signature and funnel it back to our CRM for logging Review collected by and hosted on G2.com.
Customer support and Help documentation can be improved. Review collected by and hosted on G2.com.
Helpful because it streamlines the e-signature process, allowing users to securely send, sign, and manage documents online with ease. Review collected by and hosted on G2.com.
When overlaying a template it often requires manually deleting all existing fields before applying a new template. Review collected by and hosted on G2.com.
