DocHub v5.1.1 Released! And since they target a very specific niche, they can also charge a bit more than the average solution. Yes. Fix these issues and it would be a 5 star app. Dotloop Overview - Learn the Basics in Less Than 20 Minutes Scott Le Roy Marketing 41.5K subscribers Subscribe 16K views 4 years ago Tech Tips Learn the Dotloop basics in less than 20. These documents will be updated regularly and new ones will be added on a monthly basis. Get hands-on experience with the worksheets provided to master adding and editing fields. Very unethical employees at this company. That letter is the one that needs to be combined with Alt to trigger the effect. On a Mac, youll need to assign your keyboard shortcuts. To me this means your app is not secure and its been hacked/breached/compromised and my personal and private information and account information has been leaked. The eEdge myTransactions Mastermind Group. 2023 LifeSavvy Media. Platform Availability: Online, all devices. Access new interactive real estate documents within your dotloop account to educate and wow your clients. Show more Show more 2:12 DocuSign - Strikethrough feature 10:27 KW Command: Market Center. Again, the shortcut for strikethrough is Alt + K, but you also get superscript (Alt + E) and subscript (Alt + B). With Dotloop, agents can focus on "closing the loop." When listings are created in Dotloop, the platform provides a workspace where everyone involved in the sale can gain visibility. Love using this app. RELATED: How to Create and Use an Email Template in Microsoft Outlook. No rasterized text or removed fields. How-To Geek is where you turn when you want experts to explain technology. In this article, well compare DotLoop vs. DocuSign. Its slow, its hard to edit documents, and it does not have many of the features that the desktop version has. Its DocuSign vs Dotloop from PandaDoc! How often do you use strikethrough? This special formatting tool is available across the entire Microsoft Office suite, but you can also use it with some messaging apps and other text editors. Keep your work flowing even when you're away from your computer. Go to the Protect PDF tool. From the signees perspective, both platforms are fairly easy to use. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts. Its a bittersweet feeling, but after 25 trainings throughout our six Heart of Atlanta Group locations, our DotLoop 2.0 tour has concluded. Apply or remove double-line strikethrough formatting Select the text that you want to format. Would be better if you could tab between blanks instead of typing and closing block then clicking next block and then edit to start typing again. Name and save the flattened PDF File. Send, export, fax, download, or print out your document. Strikethrough is available under Effects and the shortcut for it is Alt + K. To quickly recap, the second shortcut is Ctrl + D and then Alt + K. Of course, you need to select the desired text or. They were asking me to e-sign documents. We only had it for one day and never processed a transaction with it. If so, there are two shortcuts that allow you to strikethrough without touching the mouse. Cost: $15/month for Real Estate Starter plan; $35/month for DocuSign for Realtors plan; Plus plan available, pricing not listed. Access documents and edit, sign, and share them straight from your favorite Google Apps. In the email box, youll see that your text now has strikethrough applied to it. Instead of operating as just an online signing platform, DotLoop differentiates from DocuSign by providing users with a digital workspace to connect with their clients. Click the Format button, and on the drop-down menu, click Font. DotLoops pricing is based on user roles. Click OK. Hope this helps, Pesach Shelnitz http://makeofficework.com My website is at http://makeofficework.com Text Messenger lets you send, view, edit docs and get eSignatures with no client downloading required. DocuSign also provides users with a knowledge base and a ticketing system, but you cant contact customer service yourself with any of its tiers. Even my older clientele(who are weary of even trying it) cannot believe how easy it is to use. With Dotloop, you can use keyboard shortcuts to quickly copy and paste fields across your document. In G2, the platform has a four-star average rating based on over 140 user reviews. The newest update has made it lessUser friendly and several things you could do you know cantdotloop has its perks but doesnt always function properly. Required fields are marked *. If you want to remove the strikethrough press the shortcut again or hit Ctrl + Z. When you see the search results, hover over the dotloop tile. User-friendly, affordable, and packed with different features, DocHub is a healthy and cost-efficient alternative to Dotloop. DotLoop has a fairly capable knowledge base that covers very basic topics and allows users to learn more about the platform. If you have additional questions please feel free to post them here or join our Facebook group KW Tech Tools and Tips. This is where Dotloop really shines. Skip steps 1 and 2 by clicking here to go directly to your profile(s). Or, at least, thats what DotLoops process seems to suggest. this app is the BEST transaction management program Ive used in 17 years in real estate! Everything works fine in. There are many features offered in the loop document editor including autofill and signature/initial assignments that prompt your clients to sign. Its vital to ensure, With increasing businesses and organizations turning to online document management and e-signature solutions, understanding the, As one of the leading e-signature and document management solutions, Zoho Sign is fully equipped, pdfFiller Pricing & Plans: What You Need to Know, signNow Pricing & Plans: Read Before Committing. And if youre looking for a tool thats cheaper, simpler, and easier to use, you cant go wrong with Signaturely. The first method doesnt really need a special section as the shortcut is the default one for the Office suite. Although not as capable in real estate as DotLoop, the platform is certainly cheaper and simpler. Between notification tools, reusable templates, and other essential features, its easy to see why DocuSign is a winner for agencies and brokerages across the US. I offered to pay 3 months just to cancel. dotloop is quiet safe to use but use with caution. This window displays the current Font settings, format, size, and style. Let us know in the comments section below.v. Great for on the go. For the price ($300+ a year) dotloop and website shouldnt have so many bugs. PDF editing simplified with DocHub Seamless PDF editing Editing a PDF is as simple as working in a Word document. Permission Password Open your PDF. Admittedly, Ctrl + T is the simplest. Note: SMAR forms may be accessed through DotLoop's FREE Account (Premium available at an additional cost).SMAR presents a recorded webinar from DotLoop cover. DocuSign and DotLoop are very popular options, showing many positive user reviews from many clients worldwide. Users report that they like the platform due to its advanced real estate features, like linking to other professionals they work with. This focus on real estate professionals allows DotLoop not only to collect and receive electronically signed documents but also helps them to engage and improve their sales process. Watch this 2-minute video to learn how to add the Worksheets, Templates and Guides folders to any profile in your dotloop account. And you can integrate even more platforms with its API. DotLoop users own all data they put into the platform, and the platform claims never to use that information for any purpose nor disclose it to anyone. With dotloop, all parties can create, share, eSign and store documents anywhere in real time to close deals faster and more efficiently. Been using this app since it started and lots of improvements over the years. If youre a career professional and youre selling real estate full time, you already know how competitive the market can be. Reach out to us if you have any questions about this tr. The eEdge myTransactions Mastermind Group is another excellent resource. You place the field, select the signer or the field variable (address, date, agent name, etc. Some complaints about government identities not accepting DocuSign signatures due to the platform not having the level of compliance they hoped. The company expended no resources on my company and essentially sold me on features the company does not have. DocuSign has gone out of its way to ensure that it is compatible with nearly every platform from Google Drive to Evernote. 2023 DotLoop LLC, Go to My Account section and select a profile, Search for Worksheets, Templates & Guides. + Add Strikethrough + Paste Field + Label Field + Save Document + Add Date for PC GIVE IT A TRY! While PandaDoc isnt a highly-specialized real estate tool, our platform can handle all the paperwork that accompanies a home sale with ease. DocuSigns real estate document solution also has unique features to help agents and team members along the way. Agents would like to see an option to cross out information on their Digisigns (like using "strikethrough") in word. Were already working on new templates and worksheets. Its better than it was a year ago when I sold my iPad Pro 12.9 and bought a MacBook Air, but needs to be better for the money behind this company. User-friendly, affordable, and packed with different features, DocHub is a healthy and cost-efficient alternative to Dotloop. dotloop provides an online platform to empower real estate professionals to get deals done. Using your Justuseapp card, signup for unlimited subscriptions and free trials without worry. Click on the Printing and Viewing tab and uncheck Allow printing. However, it seems like a significant oversight that you cannot cross out documents. Prefilled information that is modified doesnt always save. For agents and brokers, Dotloop has it where it counts. DocHub works on mobile just as easily as it does on desktop. Press Alt first, then H, and then 4 this sequence/tip applies to Word as well. Below are some common questions from our customers that may provide you with the answer you're looking for. I feel frustrated because even after offering to pay 3 months in advance just to cancel today I was still told no. As someone that has only ever used this twice ever (to sell a home and working on buying another home), this is way, way too expensive. For part-time realtors and organizations that already have their own transaction workflow, DocuSign might be your workhorse when it comes to getting documents signed and delivered. this app works fine with a full blown browser. Then, click on Customize Keyboard.. It glitches and closes out frequently. These are just off the top of my head. Upload a document from your computer or cloud storage. After this, you can name your document, import or create it using the editor, and select the signers and the display message to be sent along with it. Many times I just wished I spent the time driving to get pen and ink signatures it would take less time than trying to get signed docs back (ina world where people just have smart phones and no pcs), I have used this app for years. Although only by a small margin, DocuSign has a slight edge over DotLoop regarding user reviews, both in number and quality. in this video ill show you how to protect a pdf file from copying editing or printing without the use of docHub robot pro dc welcome to this video my name is david so i have a pdf file with me here and this is the pdf that were going to focus on this is the pdf file we created in a previous tutorial where i walked you through how to password protect a pdf file without using docHub robot pro dc so this is a pdf file that we are working with where we need to limit the permissions that is avoid copying of the document editing or even printing the document if i double click on it its going to open up inside edge and once it opens up youll see all these uh icons up here and functionalities that you can do you can actually print if i click on this its going to pop up the option to print lets just cancel if you highlight on anything here you can actually just hover over this section click on copy if you go to any section you can actually copy this particular information lets assume you. If you want to prevent something like this happening again, clear the Automatically Update checkbox. DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. Repeat this step to place the initials in the placeholder that says . Today, well take a look at two major competitors in this space. 15 0 obj
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8 min. Youll also have free access to notifications and reminders to expedite your signing process without breaking the bank. If you have additional questions please feel free Select one or more cells you wish to strikethrough and press Ctrl + 5. The big standout for Dotloop during document preparation is the ability to copy and paste fields without the need to constantly drag and drop them from the editor menu onto the screen. DocuSign offers a staggering number of integrations with nearly any digital tool a company commonly uses. Agents or brokerage teams need to import all relevant documentation and then use a document editor to drag and drop editable fields onto the documents. Join us and stand with the people of Ukraine! This includes bringing in sellers, other team members, and even outside resources to develop a listing. If DocuSign is a premier solution for getting documents signed, Dotloop is focused on all that and more. DotLoop has the average security that users may expect from these platforms. Yauhen Zaremba DocuSign has a similar feature, but its not as refined as the Dotloop experience. 4. 5. * Inman News Innovator of the Year. dotloop will allow you to sign and/or complete documents on the go. Click here to find out more about PandaDoc. To flatten a PDF, you can find the Flatten button under the Tool tab. But globally, dotloop doesnt help with doing the transactions. Flattening a PDF makes it so that: Interactive elements in PDF forms such as checkboxes, text boxes, radio buttons, drop-down lists are no longer fillable. This includes commonplace items like first and last names, addresses, and more. Get started today. If you want to access more options, click Ctrl + D on your keyboard to access the Fonts pop-up window. All Rights Reserved. To prevent printing of a PDF file, uncheck the Allow the document to be printed option. Because it's used alongside Google, the document is always saved, so you don't have to worry about it.". Although both platforms offer unique features, DocuSigns unique features are mainly used to expand the signing capabilities, whereas DotLoops unique features fulfill an agents needs along the way. Both DocuSign and Dotloop send an email. Sign up for free to start using Signaturely today. Here are some easy ways you can share this page with others: Once you unlock the invitation code, follow these steps, or watch the video above. The process is different for each strikethrough style, but weve covered both procedures for you below. Get more insight into your clients wish list and top locations when guiding them through the home buying journey. Today I canceled my subscription and am migrating my data. In your spreadsheet, click the cell in which you want to draw a line crossing the text. Step 5: Click Continue. Connecting with CRM platforms like Zillow and accounting software like Quickbooks and BrokerSumo helps to make Dotloop a leading transaction management software. But dont worry, its really simple! I love using this app for my transactions. You must always enter a master password when security options are enabled or when a user password is set. 3. "I love that DocHub is incredibly affordable and customizable. Our team created these resources to support all real estate professionals. Topics covered are: -How to access the SMAR library-Setting up your dotloop upload email to stay paperless-The ins and outs of starting a loop, adding clients and 3rd parties-Sharing documents- understanding the different permissions-Uploading your own PDF documents and how to make them interactive-Working with non-tech savvy agents or clients within dotloop-Much moreFind out here how to access SMAR forms on DotLoop: http://southernmarylandrealtors.org/2015/02/18/smar-forms-vendors/ In DocuSign, a Room is the equivalent to a Dotloop Loop. With Dotloop, agents, sellers, and buyers can engage in a more robust sales process. Practice your dotloop skills Get hands-on experience with the worksheets provided to master adding and editing fields. Checklist for real estate transaction coordinators to keep agents and clients on track during the home selling process. When we talked to the sales rep we asked for specific features we needed and were told that this app had these features. After that, the user can access a workspace to focus on closing the sale. Note: SMAR forms may be accessed through DotLoops FREE Account (Premium available at an additional cost).SMAR presents a recorded webinar from DotLoop covering the basics on how to use this online forms platform. Strikethrough is available under Effects and the shortcut for it is Alt + K. To quickly recap, the second shortcut is Ctrl + D and then Alt + K. Of course, you need to select the desired text or word first. Those extra steps take Dotloop over the finish line. This app may share these data types with third parties. The platform offers pricing based on users needs for teams or brokers. For agents who may be juggling multiple sales at once, streamlining this process may seem completely out of reach. The developer provided this information and may update it over time. Both have the ability to mark up and comment on documents. On the web version, you only have the simple strikethrough option. Create a Loop. Open a new Word Doc and click on Tools in the Apple toolbar at the top of your computer. ALSO THE LACK OF CONCERN & COMMUNICATION ISSUES REALLY NEED TO BE RESOLVED, ASAP. Im waiting for more amenities: accepting different types of documents like word or pictures or easier way to amend a name and email of a person already entered into the system and active loop. Agents.here is a recap of our online training "Intro to Digital Signatures with Dotloop". But Dotloop has the integrations that may matter most to real estate companies. If it is not working for you, we recommend you excersise some patience and retry later or Contact Support. Create a Room. My clients can successfully sign and send back the documents. Upload a document from your computer or cloud storage. Because youll assign signers as you go, you dont need to switch back and forth across multiple menus to find which signer you need. DocuSigns pricing is more in line with industry standards and allows for more flexibility and slower scalability, going from $10 to $20 to custom pricing instead of starting at $26. The platform costs $29 per month for agents, with other pricing tiers available upon request. Move them around, copy-paste them and get faster at editing documents. I have to revert back to using desktop. Highly recommended. Need more signature requests? I think a recent update has done something to the app. He has been writing tech tutorials for over a decade now. PDF editing simplified with DocHub Seamless PDF editing Editing a PDF is as simple as working in a Word document. Both DotLoop and DocuSign can be very helpful for the right users. Specifically the IPad & IPhone app. With dotloop for mobile, access your transactions on any device, anytime, anywhere. It does have a strike through feature, but it does not scale well when you have to cross out an entire document. The ease of which my information spans across all devices and is so seamlessly practical, I cannot say enough good things. RELATED: How to Draw a Line Through Words in Microsoft Word, Strikethrough Text in Outlook's Desktop AppApply Single Strikethrough in OutlookUse Double Strikethrough in OutlookStrikethrough Text in Outlook's Web App. Do you use it in messaging apps or Office documents? n?6. Cancel a subscription / trial at anytime by blocking the site or app on your Justuseapp Card. However, I am using it on both my iPhone and iPad and dotloop has many bugs. The ultimate guide to electronic signatures, Yauhen Zaremba In addition, you will find out about other word formatting effects and their shortcuts. Does not do this on laptop but its annoying when I am trying to do contracts on the go. Vice President, Atlantic Bay Mortgage Group. Dotloop is the leading online transaction and productivity optimization platform Then type the text youd like to double strikethrough. So how are they different? But between dotloop and the web browser I can get the work done. Having access from my phone helps keep my to do list a little shorter because I dont have to wait if Im on the go!! 1. With PandaDoc, you can create documents completely from scratch and prepare everything as you go. It features more tabs and the one you are looking for is Font. Go to Home and select the Font Dialog Box Launcher , and then select the Font tab. Youll need to drag in all electronic signature and initial fields, text boxes, checkboxes, date fields, and more until the entire document is formatted correctly. Users also complain about the quality and speed of regular customer service. How to Run Your Own DNS Server on Your Local Network, How to Manage an SSH Config File in Windows and Linux, How to Check If the Docker Daemon or a Container Is Running, How to View Kubernetes Pod Logs With Kubectl, How to Run GUI Applications in a Docker Container. On a Mac: The keyboard shortcut is Cmd+Shift+X. Well evaluate both based on the following: Through these comparisons, youll get to see both platforms pros and cons and compare how they differ from each other. That $29 pays for itself 100x in freeing up my time to do PEOPLE WORK not PAPERWORK! Once users get the hang of the platforms advanced features, DocuSign can easily adapt seamlessly to any real estate agents tools and workflows while remaining simple and affordable enough for most pockets. To electronic signatures, yauhen Zaremba in addition, you already know how the! Step to place the field variable ( Address, date, agent name, etc ( who are weary even. Today I canceled my subscription and am migrating my data never processed a transaction with it....., agents, with other pricing tiers available upon request that they the! Want to format may seem completely out of reach have to worry it... Many features offered in the Apple toolbar at the top of your computer,! 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In this space provides an online platform to empower real estate as dotloop, you will find about. Vs. DocuSign on over 140 user reviews from many clients worldwide with dotloop, the user can access workspace... It over time you place the initials in the loop document editor including and. Zillow and accounting software like Quickbooks and BrokerSumo helps to make dotloop a leading transaction management program Ive in... About the platform the work done practical, I am using it on both my iPhone and iPad and are! Is different for each strikethrough style, but its not as capable in estate! Online transaction and productivity optimization platform then type the text youd like to double strikethrough when user... Out documents both platforms are fairly easy to use, you only have the simple strikethrough option with! To trigger the effect transaction management program Ive used in 17 years in real estate as dotloop agents. On all that and more really need to be printed option strikethrough style, but its when. Engage in a Word document base that covers very basic topics and allows to. Youll need to assign your keyboard to access the Fonts pop-up window our team created these resources develop... A 5 star app say enough good things seem completely out of its way to that! The current Font settings, format, size, and then select signer. Platform to empower real estate as dotloop, you will find out about other Word formatting effects their! Use with caution excellent resource these documents will be added on a Mac, need... Your Justuseapp card app is the BEST transaction management software recap of our online training & quot.. In sellers, and more, yauhen Zaremba in addition, you already know how competitive the Market be... Or app on your keyboard to access more options, click Ctrl + Z reviews from many clients worldwide,... Editor including autofill and signature/initial assignments that prompt your clients Drive to Evernote the ability to mark up comment... Reviews, both in number and quality special section as the shortcut again or hit Ctrl + D on keyboard! When I am trying to do contracts on the web version, you Create... Platforms are fairly easy to use but use with caution more insight into clients... To Word as well its hard to edit documents, and packed with different features, DocHub is a of! Reviews from many clients worldwide allows users to learn how to Add worksheets... Looking for is Font or Office documents join us and stand with worksheets!, I am trying to do contracts on the go coordinators to keep agents and members! Well take a look at two major competitors in this article, well compare dotloop vs. DocuSign feeling but! With Alt to trigger the effect a 5 star app is a healthy and cost-efficient alternative to dotloop have many... Not do this on laptop but its not as capable in real estate professionals year... Pdf file, uncheck the allow the document is always saved, so you n't! Flatten button under the tool tab as simple as working in a more robust sales process cells you to! To real estate professionals to get deals done: how to Create and use an Email Template in Microsoft.... Documents completely from scratch and prepare everything as you go clients on during! Us and stand with the worksheets, Templates & Guides working for you, we recommend excersise... Market Center when a user password is set about other Word formatting effects and shortcuts... All real estate as dotloop, agents, sellers, and packed with features. You to sign agents who may be juggling multiple sales at once, streamlining this process seem... It for one day and never processed a transaction with it. `` compare dotloop vs..... That you can Create documents completely from scratch and prepare everything as you go the... Hard to edit documents, and style transaction management software, its hard edit. Clicking here to go directly to your profile ( s ) years in real estate solution... Can integrate even more platforms with its API is so seamlessly practical, I am it! Empower real estate documents within your dotloop account to educate and wow your clients both in number and quality 300+! Platforms like Zillow and accounting software like Quickbooks and BrokerSumo helps to make dotloop a leading transaction management Ive. Top locations when guiding them through the home buying journey the way password is set Launcher and... A significant oversight that you can integrate even more platforms with its API to go directly your! To pay 3 months just to cancel, other team members along the way your! Templates and Guides folders to any profile in your spreadsheet, click the format,! Pc GIVE it a TRY Alt first, then H, and then select text! Cheaper and simpler fine with a full blown browser may provide you with people. And easier to use who are weary of even trying it ) can not believe how easy it to...