PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$19
per user/per month
SignRequest
Score 8.0 out of 10
Small Businesses (1-50 employees)
SignRequest is an e-signature platform. The vendor promises e-signing that is easy, fast and legally binding while maintaining the highest standards of security. Box announced it would acquired SignRequest in February 2021. The eSignature tool is the basis for Box Sign.
$0
per user
Pricing
PandaDoc
SignRequest
Editions & Modules
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
Start
$0.00
per user
Professional
$8.00
per user
SME
minimal $16.00
$4.00 per user
Enterprise
Custom
per user
API
Custom
per installation
Offerings
Pricing Offerings
PandaDoc
SignRequest
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
No setup fee
Additional Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial.
For text message verification and bank payment verification additional fees apply
PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.
It works great for us; we deal with contractors in different parts of the world and it has been perfect for securing e-signatures from them and having a signed contract that both parties have access to. I'm not sure where it would be less appropriate—perhaps when there are significant legal risks or something of that nature, but with the types of transactions we've been dealing with, it's been perfect.
e-Signatures- Businesses are all working online today. Paper contracts are becoming more and more obsolete, so you need a solution that provides online contracts.
Price- SignRequest has one of the more attractive price points for businesses.
Usability- Our team was able to figure out how to use SignRequest without too much hassle, although some competitors have more intuitive products.
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
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.
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.
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.
Easy to understand supporting documents with a great search feature to easily find the information I need for legal purposes, API connections, how to connect Gmail or G Suite, along with the ability to send a message to them. They don't seem to have an online chat feature or a call option, but that's why it's so inexpensive. Since it's already easy to use, it takes less time to find out information.
PandaDoc offers a free version with basic features and several tiered pricing options. The pricing is generally considered to be competitive and offers good value for the range of features provided. we often find PandaDoc intuitive and user-friendly. Its interface is designed to facilitate easy document creation and management, even for users who aren't particularly tech-savvy. PandaDoc is known for its robust document management capabilities. It offers a wide range of features such as document creation, a rich content library, customizable templates, and a user-friendly interface for creating interactive and engaging documents. It also includes CRM integrations, automated workflows, and analytics.
Adobe Acrobat left me frustrated and annoyed. I was wasting hours each week trying to upload contracts and agreements and customize them for each client. It never sent right and ended up being more frustrating for us and our clients in the end. So I tested some other tools before coming across SignRequest in a Google search. I started with their free plan which offered so much for a small business owner. As our business grew, we upgraded and haven't looked back. From day one I've never had an issue with this tool and recommend it to anyone looking for an online easy to use software to manage signing documents and contracts
