What users are saying about

PandaDoc

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35 Ratings
21 Ratings
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Score 7.1 out of 101

PandaDoc

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35 Ratings
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Score 8.7 out of 101

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Likelihood to Recommend

Adobe LiveCycle ES4

We use PDF forms for our submissions to the USPTO as well as for obtaining signature documents. With LiveCycle, I can update forms, save them, load them into my docketing database, and have them pre-populated with data. This process ensures continuity, less chance for error, and the ability to save the paralegals time when it comes to preparing filings.
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PandaDoc

PandaDoc is ok for a small business with a small set of templated proposals that don't require much customization or localization. If you have to maintain many similar proposals with small differences to suit specific regions or scenarios, then document consistency and updating become a nightmare. Does a good job at sending a document to a recipient for review and signing. Analytics are basic but seem to be accurate.
Ryan Freeman profile photo

Pros

  • It enables me to quickly update and distribute forms that have been changed.
  • The layout features help ensure that the forms look professional.
  • The ability to preview what the final form will look like and how it will work, while still editing, is extremely helpful.
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  • Digital signing is natively supported
  • Easy enough to use
  • Templating is straightforward if somewhat limited
Ryan Freeman profile photo

Cons

  • There are so many bells and whistles it can be intimidating.
  • It is not a product you just pick up and use, there is some training needed.
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  • Customization - While you can customize your templates and documents very easily, customizing the user interface of the program is a bit challenging. For example, before our proposals go out to a client, they must go through 2 levels of approval before being sent. On the dashboard, there is a tab for "Approval" but for our unique situation, having the option to customize and add a second "Approval" box would be nice. Certainly not a deal breaker by any means but would just be nice.
  • Editor - The editor to create templates, documents, and your content library isn't the most user-friendly unless you have some basic CSS knowledge and feel comfortable digging into the code. For example, when you add a table to PandaDoc, you cannot easily manipulate the cells to merge some but not others without going into the CSS. Again, not a deal breaker but the ability to have more features in the editor would be nice.
  • Limited Roles - Unless you are on the Enterprise version, you are kind of stuck with the standard roles that PandaDoc has in their system. The challenge with this is that these roles are not editable at all. An example of this is for the "Member" role, which would be like a user type of role. This role is pre-configured so that members cannot see other members documents. There is no way to change this unless you either upgrade to Enterprise or you enhance everyone's member role to Manager. The problem with this is that Manager provides a significant amount of functionality that we are not completely comfortable with providing to our sales reps. There should be an easier solution to adjusting small permissions like being able to see other documents that have been created.
Geoff Yeagley profile photo

Likelihood to Renew

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PandaDoc10.0
Based on 3 answers
PandaDoc has significantly streamlined our RFP/RFI response time from months and weeks to days, allowing us to utilize corporate messaging and personalize the response to the customer/prospect as needed
Romy Ribitzky profile photo

Alternatives Considered

I have only ever used LiveCycle for our PDF form creation. I am not sure what other options there are, but we have never needed to look into anything else as LiveCycle works for us.
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PandaDoc is far more streamlined, organized and intuitive than Google Drive. It is easy to find documents, snippets and pricing tables. While collaboration is an issue with PandaDoc, we utilize both tools -- Google and PandaDoc -- for maximum return
Romy Ribitzky profile photo

Return on Investment

  • LiveCycle has ensured that we are able to get a lot done, with little manpower.
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  • Return in timely response to contracts, signed documents are delivered quickly and can be accessed by the client directly.
Susan Cagle profile photo

Screenshots

Adobe LiveCycle ES4

Pricing Details

Adobe LiveCycle ES4

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

PandaDoc

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Optional
Additional Pricing Details