CobbleStone Contract Insight® vs. PandaDoc

We use Cobblestone for all of our contract types across the company. We had a phased roll-out which helped get us live fast and share experiences with other departments for their implementation. the fact that it can support the different department and contract type scenarios were the biggest selling point. We are confident that it will evolve with us as we grow and acquire.

Our office used PandaDoc for a while before we had to stop using it due to issues with getting the time/ date stamp on the forms. Social Security has new policies where certain documents with eSign have to have the time/date included with the signature, which PandaDoc did not have. They were great, and we had no major issues working with them until the policy change. Depending on what you need forms signed for, PandaDoc is a great, affordable option.

Incentivized

• The Cobblestone reps are great to work with.
• Cobblestone is easy to use and setup. Our users caught on quick.
• CobbleStone has a nice user-interface.
• CobbleStone's mobile app is a plus.
• Cobblestone integrates with a lot of other systems we use.

• 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

• They are great to work with.

• 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

Cobblestone has been great for us. I expect that we will work with them for many years.

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

We were please to see the fast user adoption with Cobblestone. We used their training services and were pleased with the delivery. The system also includes helpful videos and step-by-step guide. Cobblestone has out of the box dashboards that we used and tweaked to meet role-specific needs. The user interface is easy to understand.

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

Cobblestone's support is responsive and reliable. We use their self-help content and their standard support.

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

CobbleStone is the easiest contract management system to use. The setup took less time than expected and was under budget. The system flexibility was another selling point for us. The other systems seemed OK for one type of contract but didn't seem to support the variety of contracts that we have. It has been great for third-party contracts as well as authoring our contracts from templates and clause libraries.

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

• Easier contract request process
• Faster legal reviews
• Simpler workflow and approval processes
• Improved contract compliance
• Easier contract authoring and negotiations
• Faster contract signatures
• More secure contract repository with user permissions
• Better contract analytics

• 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