DocuSign vs. Microsoft Power Automate vs. PandaDoc

I am going to speak of a personal experience- on multiple occasions: I need my husband to sign documents during the day and I don't need him here- physically. He sometimes works in different parts of the state as well at his own company. There is no problem at all, as long as he has access to his cell phone, email, and cell phone service- he can sign the documents I need him to. It is AMAZING- I can't speak highly enough of Docusign.

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Very useful RPA tools for automating processes with minimal coding and drag-and-drop functionality, with a wide variety of triggers, including scheduled time-based triggers and activity-based triggers, such as modifying a file/list in SharePoint to run a Power Automate flow. Very easy-to-use UI with native integration with every Microsoft product, and a very low automation failure rate for deployed workflows.

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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.

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• Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures
• Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately
• Can resend, alter, change, and/or add to the email and/or document that is sent out very easily
• The recipient can save the document after signing, so they too have their own electronic copy for their records

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• Sending confirmation email to clients and user once the flow is triggered.
• Fetching or Dumping files from one location to another if the flow is triggered.
• Schedule flow helps to send alerts and triggers the flow at a specific interval of time to carry out the required task.
• Power Automate also be used to convert any file format to a specific file format and save it to the required location

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• 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.

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• You have to purchase a subscription and unless you really need to originate a lot of documents, it's not cost-effective to maintain the subscription. It would be better to have a subscription that allows you to purchase a bundle of say, ten documents and then use them as needed for the occasional user.
• You'll be hard-pressed to find anything negative from users other than the price.

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• Steep learning curve.
• It can be slow to develop simple solutions compared to other automation platforms such as Smarsheet.
• Troubleshooting and developing can be frustrating without proper access to edit the code directly.
• Only able to edit through the GUI and with expressions.
• Many ways to do the same thing can be frustrating when you need to rework your flow.

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• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

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The product is a great tool for a remote workforce. As the company gets bigger, adding users to the account can be rather expensive. We considering providing read/sign only access for certain individuals and providing full access to other users as necessary to reduce costs.

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Power Automate is a great product that has a vast array of options on how to use it. Your imagination is the only hurdle with using Power Automate as there is no limit to what can be done with the system. It has brought a lot of value to our business through the use of custom systems, connectors, and streamlining processes.

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We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

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I think I gave their rating like 10 I think for recommendations and because I think when it started it was one of a kind, it was only one in the market to do that kind of functionality and they're improving. Earlier I used to just type my initials or type my name, but now you can actually sign it with additional signature. So I think they're improving.

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Power Automate features a clean and intuitive user interface that allows users to create, manage, and monitor workflows easily. The UI is designed to be accessible to both technical and non-technical users, with drag-and-drop functionality for building workflows. Power Automate supports integration with a wide range of Microsoft and third-party applications. This flexibility in integration allows users to automate workflows across various systems, enhancing overall productivity and efficiency.

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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.

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It does not go down. I have had zero issues with DocuSign, approaching 4 years.

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

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Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.

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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.

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I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours

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both Community support and Microsoft official support typically respond to (and resolve) reported issues in a VERY expedient manner, usually going above and beyond for education and bugfixing. I have been thoroughly impressed with the level of support I had been provided in the past.

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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.

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after reviewing the main features of Power Automate, the Microsoft trainer focused on some of our real life use cases implementation, from simple to more advanced.

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Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.

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although it was productive, it is more difficult to stay focused and in a 7 hours a day online training (including screen share issues and the fact that the trainer just can't precisely show the exact location of your mistake)

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Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.

I was part of the migration of classic SharePoint workflows and Nintex workflows. We didn't spend much time learning the new platform because of its user-friendly interface and intuitive drag-and-drop functionality. We have mostly O365 E1 and E3 licensed users, so they can participate in our Citizen Development program and utilize Power Automate to build day-to-day business processes.

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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.

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I've worked with documents such as Oracle, Google Forms, and software of that nature. I believe that DocuSign is, has a good reputation and has been reliable for many companies. That's one of the reasons why we have adopted it in our own infrastructure. I believe that compared to other products, DocuSign is more catered to the user experience than say, Oracle or Google Forms.

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I have evaluated Microsoft Power Automate against other workflow automation options, including Nintex, Joget, and custom-built solutions. Overall, Power Automate provided the best balance of integration, cost, speed, and governance for our needs. Power Automate is Low-code, rapid development, minimal maintenance, faster changes, and iteration. Compared with Nintex, Power Automate has a strong workflow designer, lower licensing and operational costs, a separate vendor ecosystem, but Power Automate has Native Microsoft 365 integration, included or incremental licensing, and a strong roadmap with AI and Copilot.

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PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

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In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.

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I agree. We have created folders for multiple departments and have been successful with the usage.

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• Incredibly positive impact on sustainability in reducing our carbon footprint, as we have gone almost 100% fully digital on contract paperwork across the organisation.
• Positive ROI on efficiencies for the contract team, reduced labour hours and better turnaround time for end-users
• Increased consistency across the organisation

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• Automating emails for finance and payroll has not only saved hours of work for those departments but lowers the risk of human error.
• Creating workflows and approvals for our goals and bonus system has saved everyone in the organization hours of manual work and MATH!

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• 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

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