Able2Extract Professional vs. PandaDoc

Able2Extract is extremely helpful if you have a PDF with text that you want to manipulate. By converting it into another file format that is more conducive to text, you can correct spelling mistakes, copy paragraphs, and remove them or relocate them. Since I had to take spreadsheets and text from a PDF and insert them into a Word document, Able2Extract Professional was the exact tool I needed to avoid simply taking screenshots.

Incentivized

It is so easy to create templates and then send them as documents for signature. It's helpful that our whole team can see the documents so that we all know what still needs to be sent. We use the HubSpot integration which is helpful, but it could use some additional development

Incentivized

• Creates editable spreadsheets from Excel documents that have been scanned.
• Allows certain segments of documents to be selected for editing.
• Allows bulk conversion.

Incentivized

• PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
• The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
• Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.

Incentivized

• GUI can always improve, even if it's currently good
• Better how-to instructions to address initial learning curve
• Functionality could be inserted into Adobe Acrobat Pro, potentially merging products

Incentivized

• The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be
• When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc)
• Loading screens are sometimes long

Incentivized

The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

Incentivized

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

We haven't had any real issues regarding downtime as of yet.

Incentivized

The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

None, except for conversions in Acrobat.

Incentivized

PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface and UI design

Incentivized

It's scalable

Incentivized

• Able2Extract Professional allows me to compile annual reports without having to seek out creators of supplemental material and ask them to rerun their reports in a different file format
• Our business objective of maintaining consistent branding is achievable through converting PDFs into file formats where we can alter text and swap out logos
• Able2Extract Professional has the speed and ease of use we need to meet our reporting deadlines

Incentivized

• It has helped increase our sales productivity by allowing us to get contracts back more quickly.
• Has helped with employee efficiency in contract writing.
• It has helped our company find contract writing mistakes before they get to our clients and cause confusion.
• The one negative would be the increase in costs associated with using this software, which seems to increase each year at renewal.

Incentivized