PandaDoc

Best tool to e-Sign

Comments: Very good! And the integrations and automations it provides are awesome

Pros:

We use Pandadoc to close our final contracts with clients.This tool checks everything we want: - Send automated pandadocs via API; - See if the client opened the contract or when they sign and build automations around that- Send follow up reminders And of course, direct integration with Hubspot and Apis

Cons:

The api could be easier to use. There are some things we can't do with the integration of hubspot and we need to use the API for that.

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.

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.

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

Document E-Signatures and Automation

Pros:

The ease of setting up template forms for multiple use was great

Cons:

It can improve in logic conditional format to set up each form better for the user to complete only necessary fields when another question was answered a specific way.