PandaDoc

Jumping From RightSignature to PandaDocs

Opmerkingen: We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Pluspunten:

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Minpunten:

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Overwogen alternatieven: signNow

Redenen om voor PandaDoc te kiezen: RightSignature was too expensive for API access.

Overgestapt van: RightSignature

Redenen om over te stappen op PandaDoc: PandaDoc had a free tier.

Best Contract and Signature Software

Opmerkingen: Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pluspunten:

The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.

Minpunten:

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

Overwogen alternatieven: Better Proposals en Qwilr

Redenen om voor PandaDoc te kiezen: I didn't like the formatting or functionality of Qwilr

Overgestapt van: Qwilr

Does the job but improvements needed

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

PandadDoc

Opmerkingen: Digital e-signatures for the company. For proposals, authorization forms, interviews, etc.

Pluspunten:

Main advantage over Docusign is that it's free tier and also it's way easier for salespeople to use with it's interchanging block and templates. Makes it easier to send proposals and doc if you have more than one package. Easier to use than docusign which is a plus.

Minpunten:

A lot of times when sending via email, it'll get lost in spam. And the worse part about it is, they know about this and they still put the sending from your own @company domain only at the highest pricing plan (Enterprise).

Newbie to PandaDoc but already got the hang of it

Opmerkingen: PandaDoc is easy to navigate for a beginner and it is effortless to learn how to use. PandaDoc provides many options for users with questions - a help center, video tutorials, email support and a live chat (my favorite feature).

Pluspunten:

I am brand new to PandaDoc, unlike my team who has more experience, but have found it very easy to navigate as a novice. I love how effortless it is to upload the respective document and get it right to a client's computer within seconds. Yes, there is a level of work you must complete beforehand - prepping the document, editing the document, making sure it is good to go, but otherwise, it is as simple as uploading, formatting it correctly, and sending it to obtain signatures. We now have a binding agreement between client and team. I also am a huge advocate for Live Chat features on websites and lucky for me, PandaDoc provides that feature for its users. PandaDoc also serves as a place to keep track of previous agreements and records. Everything is preserved and safe within this software. The search feature comes in handy here to reference exactly what you are looking for.

Minpunten:

Formatting issues - this may not be a PandaDoc issue, but if your third-party software such as PowerPoint has your brand font uploaded and downloaded from the internet, there is a chance the font may not upload exactly as is. This is a problem I face almost every single time I am using PandaDoc. Our brand font is called Catamaran, it has been downloaded to my computer, but when I go to upload to PandaDoc, 9 times out of 10, the font will not carry over as it is formatted via third-party software. Nothing else is affected besides the fact fonts become inconsistent with our brand.