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It meets the bar but there are several things needed to make it a great fit for our needs

  • By Josh V.
  • on 03/01/2024

What do you like best about the product?
1) The embedable widgets were easy to incorportate and pretty easy to customize
2) Nearly every endpoint functioned as the docs described
3) The ability to customize themes in the UI and use via the API was nice.
What do you dislike about the product?
1) I wish there was a "filling out" mode for before a user is signing and is filling out the form and we could allow users to save progress. We regularly hear I spent x time filling it out but had to stop, why can't you save my progress so I don't have to start over.
2) Pre-selecting radio buttons and checkboxes wasn't possible during document creation like we are able to pre-fill for other data types. This required a silly work around of creating the doc, then editing the doc with the desired pre-selection options for the radio buttons. This was additional work and slowed down the creation procress.
3) I wish we could provide a custom list of varables for users to use during template creation. In order for docs to work with pre-filling we need them names a specific way and getting users to follow that schema is impossible / terrible UX thus we haven't rolled out this ability to our users despite them asking for it.
4) This is mute for us now as we solved it, but the ability to have signers and assigned fields removed if no signer is passed in would have been a time saver. There are potentially 6-8 signers on a given template but for any given use it could be less thus before we created every permutation. Now we create the max signers template and during doc creation reduce the number of signers and their assigned fields to those needed...would be nice if ya'll handled that.
5) Document creation time could be improved. We've done some optization on our end but it still takes ~30-60 seconds for larger packets.
What problems is the product solving and how is that benefiting you?
The ability to support many different document templates and combine them into custom groups and send for signature.


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