Accusoft PrizmDoc vs. PandaDoc

I will suggest this tool to all those companies who have to deal mostly with documentation. Because it is very good in handling all types of documents and it will add to your ease in managing the content. I will also like to recommend it to medical and insurance-based companies because it will help to make their workflow easy. PrizmDoc customer’s support is always ready to help this is why we never got stuck in any particular issue, thus you will be supported by them anytime.

Incentivized

Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.

Incentivized

• PrizmDoc has helped me a lot in processing my PDF documents now I can easily extract information through these files and also it is very easy for me to edit the files because previously I have to convert them in word mode and then I was editing it.
• It has provided us one platform where we can process our documents and get work approvals easily and this is through its automaton feature.
• Through PrizmDoc I am no more worried about changing the nature of my documents I can easily convert them into various versions and formats.

Incentivized

• Allows clients to remotely execute documents.
• Tracks the progress of document execution.
• Emails clients to remind them to sign documents so we don't have to follow up.
• Emails us when documents have been fully executed.
• Provides an easy-to use interface to place signatures, dates, and other information on our forms.

Incentivized

• It is quite expensive.
• It is found to be complicated but after getting familiar with it, I just love to use this. Another thing that frustrates me is that it is quite difficult to install and configure.
• It is very difficult to proceed, but when you get along with it, you discover its amazing features.

Incentivized

• Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
• Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
• Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.

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

We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.

Incentivized

It's scalable

Incentivized

• I feel confident in handling the numerous type of invoices and better collaborate with my team through its mobile application, which is very user-friendly.
• barcode handling is and to detect signatures, is no more difficult.
• PrizmDoc is very good at handling documents in managing the content, I will like to mention its capability of handling the images through “document image clean up” and also it is good in compressing the images too.

Incentivized

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

Incentivized