PandaDoc

E-signing in minutes

Comments: Have still using PandaDoc for follow-ups, gets the correct signature from the correct person once you get the setup done.

Pros:

Can recognize signatures on images with mobile which makes the product unique, can create automated approval flow and ensures it gets signed correctly within bands, limits and in the correct order.

Cons:

The main dashboard should be simplified, we do not need to see everything in the main screen. The simpler (and faster), the better.

Fantastic solution for digitizing your signed documents

Comments: We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

Pros:

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

Cons:

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

Alternatives Considered: DocuSign and SignFree

Reasons for Switching to PandaDoc: Pandadoc looked a lot more professional compared to some of the alternatives we evaluated, but it was still priced low enough where we didn't have to go over budget to get all the additional advanced features.

Does the job but improvements needed

Comments: Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pros:

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons:

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

It seems that there is outstanding involvement and eagerness to collaborate with clients.

Comments: We streamlined the user experience and expedited our document signing procedure by using this tool.

Pros:

With the tool, I can easily create contracts and proposals that are consistent with our company's image. It also looks highly professional without having to pay a steep fee to have someone else handle it for me.

Cons:

PandaDoc does a lot of things really well, therefore it's difficult to criticize it. It's not always a PandaDoc problem when consumers experience difficulties opening documents.

Alternatives Considered: Adobe Acrobat Sign

Reasons for Choosing PandaDoc: When creating proposals, there are a few UI bugs.

Switched From: Proposify

Reasons for Switching to PandaDoc: More capability is available in PandaDoc's premium versions.

PandaDoc Provides Certified E-Signatures

Comments: Overall, PandaDoc is great for our purposes of getting e-signatures in a secure environment along with a certified copy of the transaction

Pros:

1. Easy to set up and use 2. Audit trail is automatically created 3. Documents go to each person in order automatically

Cons:

Not many downsides here - the only issue I have (and it is personally) with the free version you cannot attach multiple files - so I am either forced to combine my documents or send 2 or more separate mails