Avis clients sur Docubee

Great for Event Servicing and Planners

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Easy document workflow process

Commentaires : This service is allowing our business to take paper workflows (in our case, HR documents) that we were hindered from filling out due to the COVID19 related work from home transition. We're now able to quickly and efficiently provide processing of these critical documents.

Avantages :

The best part of OnTask is the ability to pre-define workflow steps and allow us to control which fields each user has the ability to fill out, and provide them an easy interface to interact with. This allowed us to easily provide a quick way to get important documents filled and signed with digital method to make our workflows quicker and simpler.

Inconvénients :

There are some aspects that are still up-and-coming. There is not a decline detail function, meaning that if a user declines, they are unable to provide a reason that goes back to the previous person. We also had to have OnTask custom build us a script to send the document back to a specific person and clear the fields. Otherwise, the decline causes the user to have to start the workflow from the beginning.

Use of OnTask

Commentaires : It’s easy to use but doesn’t provide enough functionality

Avantages :

It is very easy to use and intuitive for any user.

Inconvénients :

I cannot go back and review what PTO has previously been approved

This has made our lives so much easier!

Commentaires : We've enjoyed using OnTask and have received great customer service all along the way. As customer support manager, that part is very important to me!

Avantages :

We've now implemented OnTask for 99% of our forms and it has sped up the process of getting things signed immensely! Setting up automatic reminders and the fact the recipient can download their own copies of signed forms has saved a lot of work on our end and also greatly reduced the chance for us missing something. Support has also been amazing and responsive. Very excited to continue to expand our use of this product!

Inconvénients :

The fact we can't re-send the same task and can only send a link to it.

OnTask would have saved me countless hours with my previous business

Commentaires : The reason I felt compelled to write this review is that their partner program is excellent and their customer success team is passionate and top-notch.

Avantages :

OnTask can act as a drop-in replacement for Adobe Sign or Docusign but with the automation and workflow settings that the 'e-sign' platforms do not have. I know first hand how time-consuming this stuff can be when you don't have the right tools. With no-task, a bit of setup upfront will pay huge dividends long-term if you have processes surrounding documents. The icing on the cake is the Zapier integration.

Inconvénients :

This isn't specific to OnTask but any similar service requires an upfront effort to build the initial workflows and there seems to not be a great way to streamline this. It feels like a bit of a time investment to get started but I haven't found a similar service that doesn't feel that way.

Intuitive System & Great Support

Commentaires : I don't typically respond to new vendor inquiries I receive. However, I'm so glad I did! They cut the price in half and the signee experience is better!

Avantages :

This platform is very easy to navigate and the support personnel are friendly and responsive. The option to have an OnTask account manager set-up the form was a bonus.

Inconvénients :

There have been a few instances where the user isn't able to access the agreement. This could be a user issues or a platform issue. Unfortunately, I haven't receive details of the issues in order to help troubleshoot.

Makes workflow building easier.

Commentaires : It has been overall good, and gets better each day. I like that you guys are still actively developing it. It felt a little raw at first but now things seem to be getting added to the product to make it easier. I would like to list some suggestions though: -A label field on a web form, currently I just use a text box and make it read-only.
-A blank space field on the web form so I can get the layout to show correctly for the user.  Right now I have fields that need to be added up by the user and having it in a vertical column makes sense.
-Custom masking of fields.  Would like to be able to have a phone number field with an extension
-Drop downs with options in a "Fill and Sign".
-Grouping of check boxes. This way you can make the group required so one has to be checked.  If I want someone to chose between option 1, 2, or 3 I have to hope they do it because I cant make all of them required.
-When setting up form fields on a fill and sign that is being fed by a web form it would be nice to have a list of the property names from the web form like you do when sending an email.
- In the work flow model view and in the side bar have the labels word wrap rather than have an ellipse, so I can see the full title of the task or workflow name.
-In a sign and fill field that has a character limit, stop the user from typing at the limit like you do on a webform. Right now it allows you to go over the limit and then just says something when you trying to submit the sign and fill.

Avantages :

What I like the most about this product is the user interface. The drag and drop ui is really cool when building out workflows like this. I know this can be tricky to implement and maintain and I have yet to see it fail me. The next best thing would be the support that they offer. [SENSITIVE CONTENT HIDDEN] trained us on the software and has been there to answer any questions we had in a timely, professional manner. OnTask support over all seems to be much more personable and helpful than what is to be expected these days. The OnTask team also seem to really want to get your feedback on the product on all steps in the process. Multiple people have reached out to us to get our feedback and wanted to prioritize the tasks that their development team was working on. It seems like everytime I log in I find something was added to streamline or make possible when managing my workflows.

Inconvénients :

The think I liked least about the product was the user experience when getting used to it. There were some bugs that were annoying like not knowing if the auto save worked or not. But they went and added a feature that let you know it saved and how many changes there were that need to be published. Then again I am the one making the workflows, the ones that just need to run the workflows love it, it has made their life easier.

On Task is No Task!

Commentaires : 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.

Avantages :

Sending out contracts for signature is fast and easy. Having the typewriter icon for optional fonts is very helpful.

Inconvénients :

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.

Streamlined Contract Management

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Great Tool - Used Daily

Avantages :

During the pandemic, this system kept our operations running and made the remote signature process fairly easy from the get go.

Inconvénients :

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.

Software completo ed economico

Avantages :

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.

Inconvénients :

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.

Tampa Bay Active Life Games Registration

Commentaires : The Tampa Bay Active Life Games Registration process this year was much easier than in the past. If a participant did not want to pay online they could at least input the information themselves (this saved a lot of time) and send in their check. They could also print the registration form and information themselves. We registered 360 people to participate in a variety of 28 events. The stream lined process that ontask provided was great. Once someone registered we were immediately notified via email and again once paid via online through PayPal.

Avantages :

Ease of using the program. To register in an event you filled out the initial information of name, birthdate, address etc and then clicked the events on days that you wanted to participate. This program allowed for their to even be only one event selected on a specific day where you could not physically do more than one event on that day. Participants were given to options to pay: either online (link provided to paypal) or via check. If they selected pay via check they could print their form and send it in. The registration process was also easy to use on PC, tablets or mobile devices. Immediately notified when someone registered and paid via online. Support by the Ontask staff is great! I cannot say enough about how much they helped if I had a question about anything during this 2 month registration process.

Inconvénients :

We had a few participants that registered that experienced difficulty entering the information correctly and we determined that this was mostly due to user error (our demographic for registration was 50 to 97).

Easiest and Most Cost Effective Digital Signing Platform

Avantages :

The robust feature set of OnTask is simple and intuitive. It is incredibly easy to integrate with other applications such as Salesforce, Gmail, and Quickbooks. Their customer service team is also proactive and goes above and beyond my expectations.

Inconvénients :

I have no complaints with OnTask. It is easier and less expensive than our previous eSignature app, DocuSign.

OnTask for COVID-19 Policy Compliance

Commentaires : With the help of OnTask we have a very good handle on who is and is not in compliance with our COVID-19 policy.

Avantages :

We use OnTask to manage compliance with our institution's COVID vaccine/booster requirement. Once you get used to the templates and interfaces, it is fairly easy to navigate and contains a wealth of information. Customer support has been very responsive when needed.

Inconvénients :

Customizing various workflows is tricky but once you get used to it it's fairly straight forward. The dashboard, at least the way we have it set up, is a little "busy" so it's a little hard to train others how to use the application.

Works great expect…

Commentaires : It’s been amazing. Training, setup, and use has been great except the mobile issue.

Avantages :

It’s very user friendly for our parents who have to fill out the waiver prior to the child’s party. We send a waiver link specifically for that child’s party allowing her guests to fill the waiver and it be filed under that party guests file. It’s great!

Inconvénients :

Not mobile friendly at all! We use our phone on the bus to check waiver before the kids enter the bus. When we click download on the reports side it pops up a view/ download option. When you click view it prompts you to an excel spreadsheet or notes. Our phone does not have excel and it’s makes it very difficult to view completed waivers or send the coPelted list to the party mom prior to our arrival. Major CON for the use of this program. It would be ideal to download and view on the same screen rather than open an excel spreadsheet or place in notes.

Best eSign Tool We've Found

Commentaires : I love OnTask's support team and how willing they are to work with any and all needs.

Avantages :

OnTask is great for customizing forms and easily tracking signatures.

Inconvénients :

Integration with other products is not as seamless as we have other tools, but is still completely capable.

Lots of potential to create custom flows that meet organization needs.

Commentaires : Document Collection, Signature Capture, Document Management, personalized interactions with each recipient.

Avantages :

ability to personalize transactions and structure document flow in unique and helpful ways.

Inconvénients :

Global document search still in development. Learning curve is a bit steep but once you grasp the structure and tools you will not have few id any issues and support is always there to help.

From 0 to 60 with Absolutely Accuracy.

Commentaires : Our staff was drowning in paper work and I had to find a solution quickly. We were using various tools all at the expense of time and quality. Various tools, at various price points and information in different systems was no way to live. Bringing in OnTask helped us qualify, quantify, and delegate data more effectively. It was easy to use, and our staff adopted OnTask rapidly. OnTask became the single source solution for our fillable forms, internal/external surveys, and authorization process. We were amazed to see it could integrate with our CRM but was not dependent on it. Our business has become more predictable and our processes no longer slow us down. Currently, they are working on a forms designer which will speed things up even more. We are delighted by their support and have even come to the place where we "OnTask" more and more each month.

Avantages :

We love the ease of use. It just works. The flexibility of the product allows us to really maximize our processes without having to conform them to a "in the box" solution. The accuracy in which we receive data and the time it saves from start to finish it amazing. The team at OnTask is amazing. We are thrilled to see constant improvements which include our feedback!

Inconvénients :

It's a growing product so there are still a few features we are waiting for, but we will say the team is fast/flexible and they get things out faster than we could have imagined.

On Task

Commentaires : It was a little quirky to figure out in the beginning, but works well.

Avantages :

The price of OnTask was half the price of a competitor and is easy to use.

Inconvénients :

I would like to see the platform save previously used email addresses to save time.

new to the platform but so far so good

Commentaires : 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!

Avantages :

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!

Inconvénients :

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.

Meets Expectations

Commentaires : It has been a pleasure working with OnTask, Hilary is easy to reach and informative

Avantages :

Service and ease of use. OnTask is very user friendly.

Inconvénients :

Nothing leans that way. We have not had any issues

The new standard

Commentaires : Great customer care. Immediate response to any questions or concerns

Avantages :

Safe and easy contracting process. Trusted by all of our clients

Inconvénients :

I really don’t have any other than it is a bit pricey. Still a good value.

Ontask is awesome!

Commentaires : Great

Avantages :

The ease and convenience of getting important documents signed quickly. We also use it for onboarding all new employees.

Inconvénients :

It can be difficult to set up complex workflows but the Ontask team is always available to help and very responsive.

Automatiza procesos con OnTask

Avantages :

Me ha permitido automatizar mis labores para tener un mejor rendimiento.

Inconvénients :

ha funcionado de maravilla a pesar que me toco utiilizarlo con vpn puesto que no esta para colombia.

From DocuBee/Smart Advocate integration team

Commentaires : Positive experience, collaborative Dev Team and Support, available good API documentation with samples.

Avantages :

Open REST API, good price/quality ratio, good and responsive technical support and Dev Team we collaborated with.

Inconvénients :

Product is pretty new, some features were just added recently, sometimes API errors aren't clear how to deal with.