As part of building our understanding of which e-signing approaches are used across Karbon customers, we’d love to know more about the tools (such as DocuSign, Adobe Sign, Go Proposal, Ignition, etc) you use to collect signatures and approvals and the workflows in which you use e-signing.
If you have few minutes spare, we’ve created a short e-signing survey or if you don’t mind sharing feel free to leave a response below.
If you’d like to chat with me - the survey has a question at the end where you can leave your email address, or you can drop me a message.
Answered the survey. I’m excited to see how you approach e-signing.
e-signatures in Karbon would be a game changer for me. I’ve suffered (and made my clients suffer) Onvio for many years - I can't wait for this to come to Karbon so I can keep all of my client requests and signatures in one place.
We use Docusign. Our clients love it, but it’s hard on the staff.
We use DocuSign for tax work and Go Proposal for pricing out work.
We use Ignition for everything related to client agreements, but for all other documents, we use RightSignature. It’s bundled with our Citrix ShareFile subscription, but the nice part is that you can initiate the e-sign on any document stored in ShareFile, and once it’s signed, it automatically saves back to the same location.
@StuartK any idea of what we might see come out of this? We used Xero doc packs before but their change in pricing is causing me to review our options for document signing.
@Jared Cordner - e-signing is definitely one of the most popular requests we have and it’s definitely up there on our list of features to build - but the popularity means that it means slightly different things to different people.
Right now I don’t have a timeframe to share though I’ll certainly update the thread with any details as it becomes clearer.