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.

Eerder 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.

Good document editor with e-sign feature

Opmerkingen: I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.

Pluspunten:

I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

Minpunten:

I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

Awesome Usability + Easy learning-curve!

Opmerkingen: Overall, the benefits of PandaDoc's secure data storage, digital signature (multi and singular) and template options far outweigh the issue of phone resizing.

Pluspunten:

I love that once you make a template in PandaDoc you can easily assign signature roles, adjust client information, and input custom variables so that everything is easily customized and doesn't have to be re-built from scratch.

Minpunten:

My biggest issue within PandaDoc is that you are not able to crop or resize photos within a frame once imported. You can re-size the frame itself but not the image.

Not worth it

Pluspunten:

I liked how they had templates for certain industries

Minpunten:

This software was not very easy to use and it took a long time to setup. It did not duplicate contracts very well.

Switching to PandaDoc has made a big impact on our business

Opmerkingen: We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our clients had to print, sign and scan. So just that switch has made a huge difference. Since then we have also found many other use cases - such as employee contracts and performance review forms

Pluspunten:

Lots of really useful features that are really simple to use. Lots of integrations also available via Zapier which has saved us a tonne of time on processes

Minpunten:

There are some features that are quite complex and take a bit longer to get used to or set up

Eerder overwogen alternatieven: Adobe Acrobat Sign

Redenen om voor PandaDoc te kiezen: Needed an online signature solution

Overgestapt van: Google Docs

Redenen om over te stappen op PandaDoc: Features seemed a lot easier to use