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Docubee
Was ist Docubee?
Vereinfache und beschleunige die zeitraubende und frustrierende Erstellung von Dokumenten und Formularen, die Nachverfolgung von Bewertungen, Genehmigungen und die Verwaltung. OnTask bietet dir eine nutzerfreundliche, flexible und erschwingliche cloudbasierte Plattform, mit der du all deine Dokumente und Formulare kontrollieren kannst. Mit dem HIPAA-konformen Tool OnTask kannst du von der manuellen zur modernen Dokumenten- und Formularverwaltung wechseln. OnTask ist ein Tool zur Automatisierung von Geschäftsprozessen, das den Workflow standardisiert, Daten sammelt und Dokumente und Formulare ausfüllt.
Wer verwendet Docubee?
OnTask wurde entwickelt, um kleinen und mittleren Unternehmen in zahlreichen Branchen zu helfen, ihre Prozesse und Workflows digital zu transformieren und zu automatisieren. Steigere deine Effizienz, damit du dich auf Wachstum konzentrieren kannst.
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Docubee
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Bewertungen über Docubee
In Betracht gezogene Alternativen:
Great for Event Servicing and Planners
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
Antwort von Accusoft
vor 12 Monaten
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 support@ontask.io to explore how we can help automate your contract! Have a great day!
In Betracht gezogene Alternativen:
Easy document workflow process
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
Antwort von Accusoft
vor 4 Jahren
Brandon, thank you so much for the honest review and feedback. We have enjoyed helping your company so much. I am going to make sure to run your potential areas of improvement by our developers. We want to continue to make our product better for our customers.
Use of OnTask
Kommentare: It’s easy to use but doesn’t provide enough functionality
Vorteile:
It is very easy to use and intuitive for any user.
Nachteile:
I cannot go back and review what PTO has previously been approved
From DocuBee/Smart Advocate integration team
Kommentare: Positive experience, collaborative Dev Team and Support, available good API documentation with samples.
Vorteile:
Open REST API, good price/quality ratio, good and responsive technical support and Dev Team we collaborated with.
Nachteile:
Product is pretty new, some features were just added recently, sometimes API errors aren't clear how to deal with.
OnTask would have saved me countless hours with my previous business
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
