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Docubee
Cos'è Docubee?
Semplifica e velocizza la creazione, la revisione, il monitoraggio, l'approvazione e la gestione di documenti e moduli frustranti e dispendiosi in termini di tempo. OnTask ti offre una piattaforma basata sul cloud di facile utilizzo, versatile e conveniente, che ti consente di assumere il controllo di tutti i tuoi documenti e moduli. Passa dall'amministrazione manuale di documenti e moduli a una gestione moderna con OnTask, conforme a HIPAA. OnTask è uno strumento di automazione dei processi aziendali che standardizza il flusso di lavoro, raccoglie i dati e popola documenti e moduli.
Chi utilizza Docubee?
OnTask è stato sviluppato per aiutare le piccole e medie imprese di tutti i settori a trasformare e automatizzare digitalmente i loro processi e flussi di lavoro. Crea efficienze che ti consentono di concentrarti sulla crescita.
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Docubee
Recensioni su Docubee
Software completo ed economico
Aspetti positivi:
OnTask è un software open-source per la creazione di flussi di lavoro automatizzati, progettato per semplificare la gestione dei dati e delle attività quotidiane. Ecco di seguito alcuni aspetti positivi di questo software:Aspetti positivi:- Interfaccia utente intuitiva: OnTask dispone di un'interfaccia utente semplice e intuitiva che consente agli utenti di creare facilmente flussi di lavoro automatizzati.- Automazione dei processi: OnTask permette di automatizzare gran parte dei processi di routine, permettendo di risparmiare tempo e aumentare l'efficienza.- Personalizzazione: OnTask consente agli utenti di personalizzare i flussi di lavoro in base alle proprie esigenze, adattandoli al proprio ambiente di lavoro.- Open-source: OnTask è un software open-source, il che significa che è gratuito e può essere personalizzato dagli utenti a seconda delle proprie esigenze.
Aspetti negativi:
Aspetti negativi:- Limitazioni nella creazione di flussi di lavoro: sebbene OnTask offra molte opzioni di personalizzazione, ci sono alcune limitazioni nella creazione dei flussi di lavoro, che potrebbero non essere sufficienti per tutte le esigenze dell'utente.- Supporto limitato: essendo un software open-source, il supporto tecnico è limitato. Gli utenti possono trovare difficoltà a risolvere eventuali problemi o a ottenere assistenza.- Requisiti tecnici: OnTask richiede una certa conoscenza tecnica per essere utilizzato correttamente, il che potrebbe rappresentare una barriera per alcuni utenti meno esperti.In generale, OnTask è un software solido per la creazione di flussi di lavoro automatizzati, con un'interfaccia utente intuitiva e molte opzioni di personalizzazione. Tuttavia, gli utenti dovrebbero essere consapevoli delle sue limitazioni e dei requisiti tecnici necessari per utilizzarlo correttamente.

Easy To Use
Aspetti positivi:
Was able to set it up and get my contracts ready for signature within 15 minutes.
Aspetti negativi:
Did not have any issues with the set up.
Alternative considerate:
Docubee is worth it!
Commenti: We are into our second year of Docubee and looking forward to many more! It is a great, firm friendly program that continues to lead forward in the E-signature platforms!
Aspetti positivi:
Customer service and sales rep are fantastic! Response times are fast and polite. Docubee also offers great integrations for our managing software.
Aspetti negativi:
Docubee is about as user friendly as it gets!
Risposta di Accusoft
2 mesi fa
Thank you for such a glowing review, Morgan! We are so glad that we're able to provide the usability and service you need.
Use of OnTask
Commenti: It’s easy to use but doesn’t provide enough functionality
Aspetti positivi:
It is very easy to use and intuitive for any user.
Aspetti negativi:
I cannot go back and review what PTO has previously been approved
Alternative considerate:
Super happy with Socubee
Commenti: Double is a great product at a very reasonable price.
Aspetti positivi:
It works super well and has totally streamlined our business. Plus switching to digital contracts has eliminated errors and reduced our paper contract headaches.
Aspetti negativi:
Getting started was difficult because we are new to the digital contract world.
Risposta di Accusoft
mese scorso
Thank you for your review, Rick! We're so glad to hear that Docubee has helped you streamline your customer contracts.
Alternative considerate:
So easy to use and great customer service!!
Aspetti positivi:
The ease of use and quick customer service with issues has been amazing!!
Aspetti negativi:
So far nothing bad to say, they have taken any and all feedback and feel they will apply or look into.
Risposta di Accusoft
2 mesi fa
Thank you so much for your review, Cortney! I'm so glad our customer service has taken good care of you. Your feedback is important, and we hope to continue to partner on implementing what you need!
Happy with Docubee
Commenti: I prefer Docubee over Docusign. I like the ability to input and add notes to a document.
Aspetti positivi:
It is Very user friendly for the client as well as the designers.?
Aspetti negativi:
I have not found any issues so far with it.
Risposta di Accusoft
mese scorso
Thanks for your review, Tricia! So glad you're finding the platform easy to use.
Alternative considerate:
Docubee is the best for digital forms
Aspetti positivi:
Its very convenient, easy to work with, cost-effective, and reliable.
Aspetti negativi:
None. Quite opposite and I have been very happy I found this service.
Risposta di Accusoft
2 mesi fa
Thank you for your review, Ilya! We appreciate your feedback and are so glad you're having a great experience.
Great way of getting documents signed!
Commenti: My overall experience has been good so far
Aspetti positivi:
I like Docubee because it is quick, easy, & convenient
Aspetti negativi:
The only thing I would say I like least is when the document comes back to me signed I am not receiving notification of it unless I go and look in the file.
Great document signing tools
Commenti: Using it to sign all documents with clients and staff and it's been great going so far. No complaints from my side or from the signees, it's all working as it should.
Aspetti positivi:
It's easy to get documents signed. Auto recognises fields in the PDFs and you can set a signing order for people to sign the document after each other. They can view and sign from their mobile as well.
Aspetti negativi:
It's sometimes a bit inconvenient to start over when you realise a mistake in the document when preparing to sign as you have to reupload the document and enter the contact details again.
Risposta di Accusoft
2 mesi fa
Thank you for your review, Lukas! I'm so glad that you're finding Docubee easy to use. I will pass your feedback on being able to make corrections to documents to our product team.
a worthy alternative to DS
Commenti: mostly excellent, works just as well as the other major e-sign platform
Aspetti positivi:
ease of use, consistency in products, able to save templates for future use
Aspetti negativi:
in my version, I am unable to change some fields (names) and save that for future use; also I need an administrator to re-send a Document for signature if not approved in timely manner
Risposta di Accusoft
2 mesi fa
Thank you for your review, Greg! I'm glad you're having an excellent experience with Docubee.
From DocuBee/Smart Advocate integration team
Commenti: Positive experience, collaborative Dev Team and Support, available good API documentation with samples.
Aspetti positivi:
Open REST API, good price/quality ratio, good and responsive technical support and Dev Team we collaborated with.
Aspetti negativi:
Product is pretty new, some features were just added recently, sometimes API errors aren't clear how to deal with.
Streamlined Contract Management
Commenti: My experience with OnTask has been effective and efficient. I work directly with the contracts and our department manages OnTask. Every time we have used OnTask for contract signatures, we have no issues.
Aspetti positivi:
Our Customer Representative was amazing. Great communication every step of the way. Never a delay in response, always on top of every step. Willing to email, call, or Zoom.
Aspetti negativi:
I do not have a negative regarding OnTask. When I took over the contract management, I reached out to the IT staff that work within OnTask. They had questions. When I met with [sensitive content hidden] our rep, she was glad to have them included. They had several questions and all were answered in a timely manner and resolved. Great Job.
Risposta di Accusoft
anno scorso
Thank you for the review, Jeanne! We are very proud of the customer service we provide, so glad to hear Hillary is taking great care of you and your team.
Alternative considerate:
Great for Event Servicing and Planners
Commenti: Since most of our SMERF clients don't have access to office equipment, OnTask is used predominantly to assist clients with signing contracts over their phone or tablet.It's been a great tool for getting quick turnaround on bookings that we would otherwise struggle to contract with.
Aspetti positivi:
OnTask has made signing contracts so much more accessible for SMERF clients, who often don't have a home printer, scanner, etc. to sign contracts.I expected this to be difficult for older clients who are not tech-proficient, but the required signature areas and easy "click-and-go" features make this accessible for all of our clients.
Aspetti negativi:
I wish that I could merge a workflow document with additional pages and/or quick-sign documents.Our contracts are partially customized to the client, but there are several consistent contract pages that we have to manually add signatures, text boxes, and radio groups to since the automatic function also doesn't work.
Risposta di Accusoft
anno scorso
Thank you for the review and feedback, Hannah! Combining custom and static documents may be a possibility in our envelope or workflow feature - I encourage you to reach out to your account manager or [email protected] to explore how we can help automate your contract! Have a great day!
On Task is No Task!
Commenti: Great experience from On Task! Needed signatures for insurance contracts are easily sent our for signatures and returned signed in minutes. For many clients this saves time, money and gas! More importantly it frees up time for our office to make more sales.
Aspetti positivi:
Sending out contracts for signature is fast and easy. Having the typewriter icon for optional fonts is very helpful.
Aspetti negativi:
I would like to learn more about the features available with "On Task" but don't know where to get training videos for the other features.
Risposta di Accusoft
anno scorso
Thank you for the review, Pito! OnTask has many helpful videos and articles on our website - check out our Resource Center and look for videos or Help Center. We also have office hours every Tuesday and Thursday from 2 to 2:30 PM EST where you can get live help with OnTask! Have a great day!
Great Tool - Used Daily
Aspetti positivi:
During the pandemic, this system kept our operations running and made the remote signature process fairly easy from the get go.
Aspetti negativi:
I would like to be able to "align" fields in documents so that the final document appears more professional - especially when sending to 3rd party contractors and partners. And the darn "continue" button that is to the far bottom right side is difficult for users to find. They want to scroll within the document and not the screen to find the "continue" button.
Risposta di Accusoft
anno scorso
Thank you for your review and feedback, Shelley! I will pass your feedback on field alignment and the continue button to the product team. The ability to align fields sounds like it could be really helpful for users!
On Task
Commenti: It was a little quirky to figure out in the beginning, but works well.
Aspetti positivi:
The price of OnTask was half the price of a competitor and is easy to use.
Aspetti negativi:
I would like to see the platform save previously used email addresses to save time.
Risposta di Accusoft
anno scorso
Thank you for the review and feature suggestion, Sonya! There may be auto-fill features available to you to help with adding email addresses. Reach out to your account manager or [email protected] and they would be happy to help. Have a great day!
Mortgage Broker reveiw of OnTask for loan disclsoures
Commenti: I am working with [sensitive content hidden] to make sure that i have the correct type of account so that I can get templates setup and receive the proper training. [sensitive content hidden] has been amazing.
Aspetti positivi:
Customer service is very good. The platform seems to be great and user friendly once you learn how to utilize the features. I like that borrowers can sign documents from mobile devices such as an ipad or phone.
Aspetti negativi:
I have had problems setting up templates.
The new standard
Commenti: Great customer care. Immediate response to any questions or concerns
Aspetti positivi:
Safe and easy contracting process. Trusted by all of our clients
Aspetti negativi:
I really don’t have any other than it is a bit pricey. Still a good value.
Risposta di Accusoft
anno scorso
Thank you for the review and feedback, Jeffrey! Have a great day!
Not my top pick, but a good pick
Aspetti positivi:
Its easy to use, when it's working. We do have a lot of instances of not being able to use it due to being down.
Aspetti negativi:
I didn't like when it was down. We have had to put a hold on hiring before and it really hurts.
Risposta di Accusoft
anno scorso
Thank you for the review and feedback, Joseph! I am disappointed to hear you've been experiencing a lot of issues with the product. I am sending your feedback to our product team and encourage you to reach out to [email protected] or your account manager to make sure we can get your connection problems handled. Have a great day!
Best eSign Tool We've Found
Commenti: I love OnTask's support team and how willing they are to work with any and all needs.
Aspetti positivi:
OnTask is great for customizing forms and easily tracking signatures.
Aspetti negativi:
Integration with other products is not as seamless as we have other tools, but is still completely capable.
Risposta di Accusoft
anno scorso
Thank you for the review, Charlie! We are so glad to hear that OnTask is making forms and signatures easy. Have a great day!
Ontask is awesome!
Commenti: Great
Aspetti positivi:
The ease and convenience of getting important documents signed quickly. We also use it for onboarding all new employees.
Aspetti negativi:
It can be difficult to set up complex workflows but the Ontask team is always available to help and very responsive.
Docubee for Legal Documents
Aspetti positivi:
The convenience of sending documents for signature to clients. It is very easy to use.
Aspetti negativi:
Using the Docubee software through another software. It would be better for me to have a direct access to Docubee rather then using it through the other software.
Best AI document Generator!
Commenti: It is easy to use and I can navigate the website pretty easily, I can use AI and create documents at my fingertips.
Aspetti positivi:
I liked how easy and fast it is to import a document in.
Aspetti negativi:
I did not like the affordability of the memberships but they aren't too high also just need more options.
Risposta di Accusoft
3 giorni fa
Thanks for your review, Jennifer! Glad that you are enjoying using our AI document generation and document import features!
new to the platform but so far so good
Commenti: We haven't been customers for long but so far we love our new platform! It seems so much easier for the patients and that helps us on the admin side too!
Aspetti positivi:
It's a pretty intuitive platform in terms of administrative interface, and seems to be very easy for our patients as well, only one fail so far. But equally as important, the customer care/ technical support has been amazing!! They have responded quickly every single time and been very helpful!
Aspetti negativi:
The only feature we miss is being able to email HIPPA compliant forms aside from the onboarding paperwork to patients. Sometimes we just need to send out a lab order or something directly to the patient and our previous platform has that function.