OnTask builds strong relationships to provide resources and ongoing support so that its customers can reach their digital transformation goals.
They draw on more than 30 years of experience in document processing and automation technology to deliver a secure, customizable platform that empowers organizations to unlock their potential.
The OnTask engineers continuously incorporate feedback into the development process to implement the features and capabilities to meet customers’ needs.
They also have an active support team with real humans ready to answer your questions and help customers on their journey to automation.
Product Features
OnTask provides a suite of products that facilitates the optimization of paper and business processes. These include:
- eSignature: Their electronic signature software adds secure, legally binding signatures to any form or document to eliminate bottlenecks and keep business processes moving.
- Forms: Build dynamic digital forms using an intuitive, no-code interface and route them anywhere for completion, review, and approval.
- Documents: Digitize proposals, agreements, contracts, and more with dynamic documents outfitted with powerful generation and routing capabilities.
- Workflows: Create customized business automation workflows or select a template from our extensive library.
- API: Seamlessly integrate our products into your native applications.
- Webhooks: Use webhooks to connect your CRM, ECM, HRIS, and more for easy access to data where you need it.
Pros and Cons
Pros
- Excellent customer support.
- Rapid innovation and implementation from feedback.
- Competitive pricing.
Cons
- The workflow builder can be complex. While the powerful, customizable workflow engine has a lot of value, it may seem intimidating or require a learning curve. However, there are multiple support options that OnTask has available from day one, and there are professional services that can help customers learn or build custom workflows.
Integrations and Compatibility
- Zappier
- OpenAI Zappier
- Saleforce
- Dropbox
- Sharepoint
- Google Drive
- Keap
- Pipedrive
- Capsule CRM
- Amazon S3
- Clio
- SmartAdvocate
- And more!
Pricing
- Personal: $9 per month
- Business: $24 per month
- Business Pro: $99 per month
- Enterprise: Custom pricing
- API: Custom pricing
Author
Katrina Haggarty
Show all posts from Katrina Haggarty
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