BoldSign, by Syncfusion® vs. PandaDoc

BoldSign is perfect for the small business or startup that needs a legally-binding solution to digitally sign contracts/agreements between 2 parties or more. It's no frills and super easy to use, and requires no training to understand how to use. BoldSign is less appropriate for organisations that require complex integrations and automation capabilities for their digital signature solution.

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

• BoldSign was incredibly easy to pickup and start using. The UX was very intuitive and required no training or guidance.
• BoldSign's signed contracts repository is a very easy-to-access and navigate system to store and access all our signed documents.
• BoldSign customer support has always been incredibly responsive and helpful.

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 would be great if BoldSign saved my signature in my account to use each time
• It might be easier if you could select signature (or any heading for that matter) and click where you want it instead of dragging it to where you want it.
• It would be nice if completed document’s automatically saved to a selected folder for safe keeping.

• 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

Great product. Great price. Free for up to 25 signatures for one persons account. Having a group using it under one account is even a great price. Much cheaper than all the alternatives out there and does the same stuff the others do

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

Very straight forward to use and customers understand the service. No questions or need for me to explain. The free tier is amazing and has locked me in as a customer for when we're big enough to need the paid version.

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

No issues to date.

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

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No issues with performance.

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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

At the beginning I had a question so I emailed them. Response was super quick. Other then that I have not had to contact them for any help. System is easy to use

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

Very easy...I was able to start using it immediately.

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

The price-performance ratio is better with BoldSign. If I want to scale up to the next level and then go back, I can do it easily with BoldSign, unlike Adobe, for example. If you want to try another application, that's fine. They all do the same thing. In my experience, the ease of use, sourcing and functionality was perfect with BoldSign.

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.

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No changes necessary.

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Not sure as I don't have a need to scale.

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It's scalable

Incentivized

• So far I have only used the free version
• I am sure that the paid version would be extremely beneficial if you did a bunch of contracts. I just started using the program, so not too many contracts yet. If I need to upgrade my subscription, the price will be well worth it.

• 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