airSlate WorkFlow vs. Intapp Intake

Well suited for forms that need to be signed by one or more people (ie multiple levels of managers). Great to keep all completed slates in one section so that you can find what was completed and where. It does get a bit tricky with routing when it's a bit of back and forth.

Incentivized

Intapp is very useful when analyzing a database of information. Intapp is coded in a way that it performs special functions to find specific results that may be relevant for your search. The functions are easy to use and very helpful in conducting analysis. Because of these functions, Intapp does a lot of the hard work for you.

Incentivized

• The airSlate interface is very easy to use. Creating new forms or updating existing ones is way less challenging than other similar platforms.
• airSlate integration with other platforms is straightforward and doesn't require special unique code.
• The look and feel of the user interface is clean and inviting.

Incentivized

• Conflict analysis
• Easy to use interface
• Displays client information

Incentivized

• Field mapping to Salesforce is precise but a bit fidgety. Would be nice to be able to do it on the form builder instead of in a separate bot.
• Fillable fields in PDFs are ugly. It would be nice if font size/spacing/alignment actually matched the document.

Incentivized

• Dark mode
• Latency issues and crashes
• Irrelevant results being removed

Incentivized

I give this rating because I am hopeful the functions I would like will be added in the near future.

Incentivized

Starting with a template it is easy to see how parts of the workflow are connected and make changes that will customise the product for your own use case. In our situation, rather than starting from scratch, our form was working within hours of joining the trial version. Several hours of tweaks lead us to a form that is better than the tool it was replacing and we are saving real man-hours with a minimum investment of time and money. Service has been exceptional.

Incentivized

I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating

Incentivized

HelloSign is the only other products we've used but it does not have the automation we needed. We used it when we were processing fewer digital forms and most others were required by our legal department to be printed and signed.

Incentivized

• Time saved from having to email or run documents to other people for sign off
• Time saved from auto-storing documents in the correct place once we get all the bots set up
• Confidence from a legal standpoint due to the validity of e-signatures and its tracking

Incentivized

• Intapp has helped our teams be more efficient
• Intapp has made our job easier
• Intapp has been the main tool for performing our duties

Incentivized