Highly customizable, but not to the point of overwhelming.
Client-side ease of use. Review collected by and hosted on G2.com.
More options to set how often to receive Suralink notification emails might be useful; such as setting specific times or intervals. Review collected by and hosted on G2.com.
There are plenty of options within the portal itself. The portal helps designate files to be reviewed and signed. Review collected by and hosted on G2.com.
The portal has difficulty with accessing documents form our older clientele. They find it challenging to upload documents to us and also opening files. Review collected by and hosted on G2.com.
I enjoy being able to leave comments for clients. Review collected by and hosted on G2.com.
The filter feature for activity seems to exclude "My Activity" if I select the "All" filter. Review collected by and hosted on G2.com.
I like that the client and service provider have clear, clean view and access to request lists. Customer support has been great. Easy to set up and use. Review collected by and hosted on G2.com.
It's not integrated into our other systems, so there is a manual download of the information. Review collected by and hosted on G2.com.
Organization and numbers request on board. Review collected by and hosted on G2.com.
Theres no easy way to see what is still outstanding. Review collected by and hosted on G2.com.
very user friendly for our clients to use Review collected by and hosted on G2.com.
So far, I have no dislikes as we have just started using only a few months ago Review collected by and hosted on G2.com.
Easy to use and convenient for our clients to access Review collected by and hosted on G2.com.
Notifications aren’t immediate or linked to Teams Review collected by and hosted on G2.com.
Organization of questions and preloaded questions. Review collected by and hosted on G2.com.
lack of being able to reorder questions within categories Review collected by and hosted on G2.com.
The different statuses are helpful and easy for everyone to see what status is for all document requests. It's very user-friendly and easy to navigate. The customer support team is also very helpful and responds in a timely manner. Review collected by and hosted on G2.com.
The dashboards need further customization options, such as selecting what columns are shows and being able to print to PDF. Review collected by and hosted on G2.com.
I'm so glad that you've found Suralink to be user-friendly and we love to hear that our Support team was helpful. Thank you for providing this feedback about our dashboards. Product feedback is extremely valuable as we prioritize future enhancements to our product, and we'll be sure to share this with our product team.
All in one place, so that tracking and seeing the status is simple Review collected by and hosted on G2.com.
Set up can take a while and then teaching others to use it Review collected by and hosted on G2.com.