What users are saying about
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Top Rated
188 Ratings
3 Ratings
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Score 9 out of 100

PandaDoc

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Top Rated
188 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.8 out of 100

Likelihood to Recommend

CIS Configurator

I like it when we are looking to see which patient is on which prescriptions and when a note is needed to be sent to the doctor we can mark it urgent. Sometimes this backfires and the note can be overlooked and an urgent message can be sitting in a file for a while.
Kelly Ferriter | TrustRadius Reviewer

PandaDoc

It's well suited for tracking and sending documents that allow multiple employees to have individual voices. It's not an easy tool to use if you need to build a document from scratch. The mechanism to do this is not intuitive. Are there instructional videos available to show/help us learn the functionality as it currently exists?
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

CIS Configurator
6.6
PandaDoc
Proposal branding
CIS Configurator
6.0
PandaDoc
Proposal templates
CIS Configurator
7.0
PandaDoc
Proposal content library updates
CIS Configurator
7.0
PandaDoc
Guided proposal creation
CIS Configurator
6.0
PandaDoc
Searchable proposal database
CIS Configurator
7.0
PandaDoc

Proposal Collaboration & Workflow

CIS Configurator
7.0
PandaDoc
Proposal collaboration & approval
CIS Configurator
7.0
PandaDoc
User permissions/proposal editing controls
CIS Configurator
7.0
PandaDoc
Proposal automation user interface
CIS Configurator
7.0
PandaDoc

Proposal Delivery

CIS Configurator
7.0
PandaDoc
Proposal distribution
CIS Configurator
7.0
PandaDoc
Proposal content tracking
CIS Configurator
7.0
PandaDoc

Pros

CIS Configurator

  • Confidentiality with health records
  • Communications between work and the doctors
  • Areas to send prescriptions
Kelly Ferriter | TrustRadius Reviewer

PandaDoc

  • Drag and Drop builder - it's so easy to create templates and documents whilst still looking professional!
  • E-Signature is very handy and the fact you can forward permission for it is also great.
  • The analytics are helpful and being notified that a client has opened the proposal. The worry with email is whether it actually arrives in the inbox, but with PandaDoc there is no doubt.
Kevin Patrick | TrustRadius Reviewer

Cons

CIS Configurator

  • Sometimes the site is down for a period of time and this disrupts the workflow
  • Pulling up multiple patients can sometimes get confusing
Kelly Ferriter | TrustRadius Reviewer

PandaDoc

  • Longer time when loading documents or creating them
  • We were dealing with some problems such as the period for which is the signature field valid
  • We would appreciate feature which would allow us list all documents by status
  • Resend the expired document
Anonymous | TrustRadius Reviewer

Likelihood to Renew

CIS Configurator

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.4
Based on 11 answers
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
Anonymous | TrustRadius Reviewer

Usability

CIS Configurator

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.4
Based on 16 answers
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.
Carl Thaisen | TrustRadius Reviewer

Reliability and Availability

CIS Configurator

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.6
Based on 3 answers
We haven't had any real issues regarding downtime as of yet.
Anonymous | TrustRadius Reviewer

Performance

CIS Configurator

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.2
Based on 15 answers
As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.
Joanne Jordan | TrustRadius Reviewer

Support Rating

CIS Configurator

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.3
Based on 18 answers
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.
Melissa Veinotte | TrustRadius Reviewer

Implementation Rating

CIS Configurator

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.2
Based on 4 answers
good and straight forward
Anonymous | TrustRadius Reviewer

Alternatives Considered

CIS Configurator

I have not used many products but I am very fond of CIS
Kelly Ferriter | TrustRadius Reviewer

PandaDoc

We do use Zapier for our automation and have it connected to PandaDoc as well. This makes our life much easier since things flow automatically without further manual actions on our side. Also, we use Atlassian JIRA for our internal project management. It also helps us to structure our work.
bookingkit GmbH | TrustRadius Reviewer

Scalability

CIS Configurator

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.4
Based on 2 answers
It's fully scalable as we have been using it more and more for complex documents and onboarding procedures.
Anonymous | TrustRadius Reviewer

Return on Investment

CIS Configurator

  • We are able to work faster and bring in more clients with an electronic system
Kelly Ferriter | TrustRadius Reviewer

PandaDoc

  • It reduced the time invested in the preparation of quotes and proposals.
  • In some cases, the efficiency of creating documents conflicts with the lack of features like a good document editor.
  • The process for tracking proposals sent to customers is more efficient, providing excellent insights to the sales team.
Luis Cuevas | TrustRadius Reviewer

Screenshots

Pricing Details

CIS Configurator

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$700*

* $60 per user (minimum 10 users)

CIS Configurator Editions & Modules

On-premise Edition
CIS Configurator - On Premise$16,5001
  1. 5 users included
SaaS Edition
CIS Configurator - Cloud$6,0001
  1. 5 users included
Additional Pricing Details
Additional fees apply fro setup to On Premise and SaaS $750 Training - 16 hours is recommended $2,800 Integration's are additional, price on request First year fees paid in advance and then quarterly

PandaDoc

General

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

PandaDoc Editions & Modules

Edition
Free eSignFree
Essentials$192
Business$492
EnterpriseContact sales team
  1. per user/per month
Additional Pricing 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, eSignatures, and users. Start your evaluation with a free 14-day trial. Talk to our sales team to find the best pricing solution for you and your team.

Rating Summary

Likelihood to Recommend

CIS Configurator
10.0
PandaDoc
8.9

Likelihood to Renew

CIS Configurator
PandaDoc
8.4

Usability

CIS Configurator
PandaDoc
8.4

Reliability and Availability

CIS Configurator
PandaDoc
8.6

Performance

CIS Configurator
PandaDoc
8.2

Support Rating

CIS Configurator
PandaDoc
8.3

Implementation Rating

CIS Configurator
PandaDoc
8.2

Scalability

CIS Configurator
PandaDoc
8.4

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