Box vs. Sertifi

Very likely to use it. It gives you the comfort that all the files are being stored in [the] same places from different team members. It is easy to organize in folders and also very useful by adding time stamps. [With] an easy setup u can have and box extension installed on your laptop and use it directly. So you can sync files easily.

It is well suited for individual transactions or a couple of transactions by the same customer. Most customers making numerous purchases at different times still prefer the paper format, given that they do not need to start from scratch each time.

Incentivized

• The main feature that I like the most in Box is that it makes collaboration seamless, workers can easily check the documents any time and make changes according to the needs.
• Box manages and backs up all of your files on its cloud servers, and provides a very nice interface for creating, viewing, editing, and collaborating on the most commonly used file types (PDF, XLS, DOC, etc.).
• Over the past few years, Box has built on top of its basic cloud storage management with a host of other tools, such as workflows, AI, monitoring, and analytics.
• It is helping us to make good connections with clients and our workers themselves as to its syncing and viewing feature to all is very much helpful and easy to go.

Incentivized

• Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently.
• Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients.
• Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.

Incentivized

• The graphic design of the dashboard should be simpler and more tangible that can be changed to the liking of the Admin.
• Sometimes there are some syncing issues in the background.
• The product has very limited functionality in some areas which could be a bit frustrating at times.

Incentivized

• More fields where we can copy more clients on a quote.

Incentivized

As I've stated Box is very easy to use and to set up. The documentation provided by Box is easy to follow and the interface is designed in a way that makes sense. With only a few limitations on the administrator side the system is fully capable to get the job done for our company

I think I can only describe it as excellent. All aspects of Box work without problem, quickly and efficiently. The file upload and download systems are quite fast, the process of access from different platforms is carried out without problems, so far no document has been generated in conflicts or unexpected copies, or any type of error.

Incentivized

Yeah, it's always worked, I've never had any kind of connection issues, the only issues I've had it I've been on our end when the Internet hasn't worked.

Incentivized

It's performance is great. Everything loads as soon as you open a page. The same goes for the local file application, if is just like going through folders on a native "My Computer" or "Finder" folder. The integration into other softwares is also fantastic, as Box keeps them all running smoothly and quickly

Incentivized

I found their support community lacking in clarity when I experienced a login issue. The error messaging was poor on my Box Sync application. I did not reach out to support staff for help, instead, I reasoned that I should try downloading the Box Sync application again and reinstall it. That fixed my issue, thankfully. I think a less computer-savvy user would've been much more frustrated.

Incentivized

The in person training was done in house and I helped with the training, people seem to respond well.

Incentivized

The documentation is good. Since Box is a popular service, there were also a number of YouTube videos and other sources that were helpful as we were considering the product and planning for deployment. Also, the ability to try the free version helped to prepare us.

Be careful with settings. It is easy to get overwhelmed with updates. For example, you don’t want to be updated when doing historical data uploads. I recommend taking off notifications initially and then turn on post you have done your historical data upload.

I slightly prefer Box over Dropbox, especially if I need to store and manage thousands of files. Dropbox online file management was not as easy to navigate as Box. However, Dropbox also has a similar cloud sync feature that worked similar to Box and was pretty comparable to the Box feature. The main reason my team switched to Box was because our organization provided it at no cost to our team, whereas for Dropbox we had to use our own research grant money to pay for it.

DocuSign was good, I used them for about 1-2 years. However we did have some issues with them as far as contract errors when sending out to the clients. There were also issues with capturing credit card information at times from the client and processing it through our billing system Overall, Sertifi is a lot more beneficial for our organization.

Incentivized

It's great, as we put more files on there it's done very well.

Incentivized

• Box has been an only positive experience. It provides a seamless way for me and my team to collaborate on documents in such a way where we're not sending the document back/forth via email. It's a huge timesaver.
• Box reduces the risk of sharing a sensitive document to the wrong person via email.
• Box has provided a platform where my team can share notes in meetings - this has helped streamline and organize our meetings. Our meetings are more productive and actionable.

Incentivized

• Able to more quickly close deals, spend less time on sales reps hounding people to pay.

Incentivized