Parting Pro

Pros

PartingPro streamlines our communication with the families we serve in a way we could not before using the software. The visual layout of PartingPro is fairly intuitive and allows the team to manage their work much more easily and obtain payments more quickly.

Cons

The invoicing functionality and reporting could be improved to provide easier use by our team and management. Features to help match the various payment scenarios each family requires such as splitting payments would be a value-add. Also, more robust, detailed automatic financial reporting would help management more easily perform general admin functions.

Pros

The clean and modern look. Very user friendly and there is always someone to help if I have any questions.

Cons

There is nothing that I dont like. Everything is great. Maybe just the UPD urns shipping is longer than it should be, but that isn’t a parting pro issue.

Alternatives Considered

Reasons for Choosing Parting Pro

Switched From

Reasons for Switching to Parting Pro

Pros

I like that the software allows people to arrange cremation and funerals, sign legal documents with ID verification and even collect and send payment, all with the ease of never leaving your desk. It is accurate, precise and it allows you and your client to edit and communicate on the same document in real time. And Parting Pro has excellent customer service options to communicate with the admins via SMS.

Cons

I do not understand the convenience fee. I wish it was a set-in-stone percentage so that I could tell my families what the convenience fee will be before I send them the invoice.

Pros

I like how easy it is for me to be able to send forms to families and for them to be able to sign and review documents from their phones or computers. I also really like the invoice option and the ability to accept payment via the program, however I wish we could change certain things about it.

Cons

It takes a while for the photo IDs to upload and I wish it was automatic as soon as the family did it. I also would like to be able to upload and edit my own forms as there are some forms that are specific to just one family or a couple and I’d like to be able to provide them everything in one email as I often have to send half my documents via Parting Pro and the other half via a regular email explaining “here are the rest of the documents” and then they can’t sign it as easily unless they scan and email back to me. I’d also like to be able to name invoices our case numbers, for some reason it doesn’t let me (for example invoice number KDL-18-257).

Pros

This software makes my job SO MUCH EASIER! I can now meet the needs of my families regardless of location, without the hassle of the family needing to find a place to print/scan the documents and email them back. Very convenient for those who do not want to be inconvenienced.

Cons

Well I liked to be able to edit the documents before sending them, to make it easier on the family to just review and sign. You all must of listened because it has been implemented and works like a gem!

Pros

We started using PartingPro - funeral arrangement software - shortly after the COVID-19 Pandemic began. Not only has it allowed us to stay in business when other businesses were closed and shut down - it actually helped us gain more business and become more profitable by giving our families an easy way to choose services, select merchandise they want, and complete all forms required without ever leaving the safety and comfort of their homes during this terrible pandemic.

I am not sure we will ever go back to the face-to-face arrangement model again, because of what we offer and the ease with which families can select their services and complete everything online - even pay for it!

Cons

I would have to think long and hard to find even one thing that I would consider a CON. Probably the one thing I would wish were easier or different is to change the main email to which forms and proposals are sent.

Pros

Signing up with Parting Pro for my online cremation business was the best decision I ever made. My internal processes have been streamlined due to all the great features Parting Pro has to offer. If you are looking for a simple way to stay engaged with your client and organized at the same time, give Parting Pro a look. You won't be disappointed.

Cons

I would be nice if we could easily merge cases. When I take a call over the phone I will typically get their information and send them an email through Parting Pro. Often times when the client decides to move forward and go through the online process it adds them as a new case. I don't like deleting anything but there is not a feature for me to merge the two cases. That would be helpful.

Pros

This program has been most impactful for our company because it allowed us to leave the paper and pen world and take a big step into the digital world. Our families rave about how easy it is to work with us and I know a lot of it is because of Parting Pro. Our communication through phone and fax has been significantly reduced saving us money on manpower, paper, ink and other related supplies. I am grateful for the movement we made when choosing Parting Pro - what a game changer!

Cons

I dislike a few features of Parting Pro, but those features might have been set by the administrator. I would like more information available on one page rather than shifting through different tabs looking for what I need.

Pros

My favorite parts are being able to do everything from one spot. Such as the paperwork being sent to families and the option to send them an invoice as well. Making it so we can send each family member their own forms is helpful. When we are able to make edits to help a family complete the forms or check their status is helpful, this way we know where the families are in the process. Being able to see all of our cases on one page with their status is nice and the ease of navigating through all the types of cases and in each individual case is something else I like.

Cons

If the software were to be more mobile friendly on our end and the families it would make things even better. When were out of the office and only have a phone to use it can sometimes be a challenge. If it were done in an app format would be great.

Pros

It was very helpful when we needed family members to sigh our authorization form and the family members lived 2,000 away. The forms were sent by email to the family members and with the signature verification included with this program, we had the forms back in just a couple of days and everything went smoothly.

Cons

Sometimes the follow up email's occurred to often and the customers were a little upset.

Pros

The e-sign capabilites are by far better than any other in the entire industry.

Cons

That it is not linked to our accounting software and does not have the ability to do reporting like State Reports etc.

Pros

I love that it is specific to our current needs and can be changed frequently! Makes payments easy and increases sales! Easy to use and learn!

Cons

A couple issues with specific forms and in the e-sign platform it only allows for one signer not multi pal. Also in this review it asked for me to select a category and funeral home is not an option so i had to choose a random category.

Pros

Easy to use. Its a living thing that evolves to our needs and helps us to interact with our customers on a clean and easy platform.

Cons

Glitches are few to non-existent, but when they occur, we seem to get fixes promptly. We've only been down a couple of times.

Pros

Parting Pro has unlocked a new segment of business for our firm. Having a low-cost, online-only option allows my firm to serve many of the families I was losing to competitors. I would get the first phone call, but ultimately lose them to direct disposers and fly-by-night store fronts.

Cons

It took me longer than it should have to trust the system. I thought that serving people online, I would be losing the personal touch - but families have said nothing but positive things about it.

Pros

easy to use and easy to change to fit changing conditions. 24 hours a day everyday if we need help the Parting Pro responds, so refreshing to know they have our backs!

Cons

Nothing it meet our needs and that is why we selected them

Pros

The product is super easy and consumer friendly. It has been a wonderful asset to our business. Something that we can offer to our families. Especially during the pandemic.

Cons

There really isn't anything that we have not liked.

Pros

It is very easy to use. You are able to get things out to your families very quickly-very often they are still on the phone and already have the info in their mailbox.

Cons

Most issues tend to be user problems....

Pros

Overall ease of use, and the support that is given when needed.

Cons

Personalization is a bit limited, wish that the vital statistical information could be more personalized.

Pros

I can refund money very easily. The emails and calls are good and let me know if someone has filled the forms out. I like the color also.

Cons

Two or more people cannot sign the paperwork. I had a lot of families tell me that its extremely hard to navigate through the forms…(can’t go back to fix or change things.) When I type a name in the search bar, I get a lot of “Not Found” results so I have to make a new case and I find that person’s name later. Then, I have two cases and end up having to delete one. The bad thing is it took me time to do all this. Sometimes they take a little long to answer. I don’t use the ID Verification. I still cannot do my CMT per needs.

Pros

This software makes my job 10 times easier. Having the forms available at my fingertips and making it so much easier for our clients to e-sign. It plays a key role in my day to day, and I would highly recommend to anyone thinking of purchasing.

Cons

As of right now, the contract isn't functional (because the number of death certificates ordered is never the same for each client), so I have to generate my contract on another antiquated software. It would be nice to have it all in one spot.

Pros

It makes it easy for our families to make arrangements.

Cons

We cannot make any changes to the system (pricing, contract, etc.) on our own.

Pros

* Fairly easy to use
* Can assist a client with pre-registration real-time

Cons

* Once a client signs and submits pre-registration paperwork, it cannot be changed.
* i cannot get a template for my standard letter to send with forms. I need to change the "generic letter" every time

Pros

It allows us to serve families easily and with efficiency

Cons

It constantly reminds families to return documents that have already been returned.

Pros

Easy for our customers to use. Quick input response.

Cons

Nothing really is a con. I do know that some families have to deal with the stamp being charged but we sort that out internally.

Pros

Thos software is convenient because it allows us to send paperwork to a family. The family can sign the paperwork online instead of having to come in physically which helps since we have many families that either cannot make it in or they live out of state.

Cons

The program can be very slow, and it can be difficult to navigate through the options. The PandaDoc is very slow and does jot work properly on my end sometimes.

Pros

Parting pro helped provide organization for our firm. The set up process is simple. Their staff are all well educated their products and offerings.

Cons

I feel the features offered are versatile. Most of the requests I've made have been added or corrected while on the phone.

Pros

I like the ease of use and that it is very user friendly.

Cons

don't have anything that is a con. There isn't anything I can say negative about this software.

Pros

The team has been great to work with. Very attentive with our training as well.

Cons

It’s expensive monthly. Wish it could be less experience.

Pros

The convenience to both the funeral home AND the family.

Cons

The automatic numbering system doesn't match with ours, so I have to re-adjust each case number. This is an extremely minor issue, and it is well worth the effort to have this system.

Pros

How easy it was to use for families and Directors

Cons

In the beginning there was some wording that was confusing to the families

Pros

Easy for the customer and for the funeral directors to track the various steps

Cons

As with any digital product, there will be end users that struggle no matter how simple the UI. For the end user, looking at long forms on a mobile screen can sometimes be difficult

Pros

It is easy to prefill forms and access all of the case file information.

Cons

There is nothing that I am dissatisfied about right now.

Pros

The ease of use for both families and myself.

Cons

Nothing really to complain about. Parting Pro is very easy to use.

Pros

The easy flow from page to page helping families make decisions and easily see our prices. Parting pro makes taking payments online seamless. Document handling is so easy and they keep improving to make it better and better

Cons

it has no open source to connect to accounting software

Pros

this easy to file out and the family can do everything over there house.

Cons

Some times the program is slow on loading documents.

Pros

I am finding that this program software is super easy to use and navigate

Cons

I honestly can't think of any at this time

Pros

Ease of use, but the best feature is customer support! Whenever I need a question answered, there is always someone who responds quickly!

Cons

More training on a regular basis, please.

Pros

I like that we can do an arrangements from start to finish pretty quickly and efficiently with out really having to bother the family with multiple phone calls.

Cons

Something that I would like to see improvement on is being able to upload last minute documents to the family so that they can digitally sign them instead of sending them a separate email.

Pros

Website integration was very easy. Customer engagement is very easy. What’s not to like? Working with the team to customize was very easy, timeline was followed and we were able to go live earlier than expected.

Cons

We went live in January and so far we haven’t seen any cons.

Pros

Ease of getting information to and from families we serve.

Cons

After I had the online schooling, I was good to go with a little bit of practice and the support I received was phenomenal! Nothing that I don’t like about the program.

Pros

This program is very helpful when getting signed paperwork back from a family. We are able to email the paperwork and monitor the progress. We also get notifications for when the paperwork is completed.

Cons

The program can be kind of slow and difficult to navigate.

Pros

The ease of being able to send everything needed at once.

Cons

At this time I don't have any that I am able to think of.

Pros

I like how everything is as user friendly as it can be considering we are limited on some things.

Cons

There's been a couple changes I'd like to make that I've been told are not possible.

Pros

The ease of use is my favorite thing about the software. Being able to help a family along as they complete paperwork if they do have questions is also very helpful.

Cons

There is nothing that comes to mind at this time.

Pros

Parting Pro enables our funeral home to improve the family user experience from initial discovery of our services to making decisions service and merchandise decisions to completing legal forms and finally submitting payment. It is a seamless experience.

Cons

Future improvements will hopefully allow funeral homes to upload non-Parting Pro documents that can be reviewed and signed by a family.

Pros

I really like we are able to reach someone when we are in need of help or adjustments that are needed.

Cons

I did not like that we can not have mulitple signatures on one form.

Pros

The software provided by Parting Pro provides ease to the arrangement process by letting me edit the documents before I send them to families. I feel that it is a safe way to communicate with the families and does not add stress to them as well.

Cons

My least favorite thing about Parting Pro is theinability to upload my own documents with in this software.

Pros

Visually it's very appealing. The end user side is easy to understand.

Cons

The administrative side seems disorganized and occasionally redundant. The interface isn't as user friendly.

Pros

It is easy to use with families and to go over paperwork with them.

Cons

Payments are the hardest because they don't match with what we have in our system.

Pros

It's easy to use for us and our costumers.

Cons

Its a little hard to make changes case by case.