DocuSign 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.

Incentivized

PandaDoc is excellent for onboarding and document collection. It is easy to create templates for even the most inexperienced users (I was able to get the hang of PandaDoc in less than a week). Even though I use PandaDoc to send out custom PDF quotes, the quote builder from the system is not good for creating quotes that have items with different frequencies. It still needs a lot of work.

• 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

Incentivized

• Multiple users at once in one document.
• Clear communication within the document and ease of use to send to clients.
• Allowed for us to follow the paper trail as it was sent out for review or final signature.
• Look and feel of the product is outstanding.

Incentivized

• Tracking, particularly when collecting signatures through connected applications, such as an ATS, is not always clean or easily traceable.
• Formatting documents to handle electronic signature types (signatures, initials, etc.) is not always easy, and highly dependent on the partner's technology.
• It is not convenient to have to use DocuSign as a stand alone product if the signatures are required for 3rd party applications. It definitely excels on its own, but the scope of that usage, at least for us, is slim.

Incentivized

• That allows us to include the "subject" field within the "saved messages" template. Currently we have to manually edit the subject every time we submit a quote
• That we can use Spanish in "Recipient's display language" to show the prices of the products separating the thousands with a comma and the decimals with a point
• To be able to import the names and prices of products in the price table without having to delete the first row because it appears blank

Incentivized

I can't imagine doing business without DocuSign now. I would never want to go back to the way we used to do things. The "new way" is "the way" is "the right way." We can honestly be proud of a "one right way" process and not have to suffer through "5 ways for 5 days."

Incentivized

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

Generally user-friendly once you have command of the basics, but also has a lot of nuances that can make it difficult to train others on. DocuSign University is a helpful tool, but understandably a lot of content to get through to become a well-versed user. A lot of different functionalities but only a few I use on a weekly basis.

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

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

Incentivized

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

Incentivized

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

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

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

Incentivized

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

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.

Incentivized

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.

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

I would say that DocuSign's biggest competitor and a most similar product is Adobe Sign. They both offer almost identical features with Adobe offering a slightly better interface. Adobe Sign is also less costly than DocuSign while offering templates that can be useful for various activities. If you are looking for more branding options then Adobe offers a slight advantage but for corporate control, I would say DocuSign offers more security.

Incentivized

PandaDocs is way easier to use on the back end. So much more capabilities and custom field options. Because of this, it makes it extremely easy for recipients to complete fields accurately. Using Adobe, we would have to upload existing documents for signature but with PandaDocs we can adjust documents directly in the platform. We love PandaDocs and it has increased our efficiency greatly.

Incentivized

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

Incentivized

It's scalable

Incentivized

• DocuSign has made fax machines obsolete for receiving, signing, and returning documents to multiple parties.
• DocuSign is a secure method of signing documents and that is a positive. Fax machines are generally not very secure.
• DocuSign stores your documents in an encrypted form which protects your privacy and the privacy of all parties named in a document.

Incentivized

• Time saved: Using templates we spend a lot less time copying and pasting Word docs that someone might accidentally edit. With customizable fields we can easily update information for each new doc so there's never a blank spot.
• Customer experience: It's much nicer to send along an e-sign option for both us and the customer. There's no back and forth around Word docs versus PDFs, it's easy for them to sign, and they never miss a signature field.

Incentivized