Likelihood to Recommend eSign Genie has completely streamlined our tedious document process and helps us to easily manage our documents from signature to delivery and even with ongoing storage. This enhancement saves us time, money, and headaches and has been a true lifesaver for our organization and for our customers. I highly recommend it!
Read full review 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.
Read full review Pros The learning curve is faster compared to the last software we used. It is easier to set up the templates and email messages so that the text boxes line up seamlessly. It is quicker to send agreements and to follow up if they are not returned in the allotted timeframe. Making changes to the documents is fast and easy. Read full review Complex quoting. API integration for cross platform communication and automation. Easy signing experience. Easy user interface. Excellent engagement and willing to partner with clients. Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles). Beautiful proposal designs. Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc). Online Notary. Read full review Cons I have no complaints about this software whatsoever. I started using Echosign years ago until Adobe bought them out and tripled the price and cut features. Then, I went to Docusign that was not very user friendly and the customer support is NON-EXISTENT. eSign Genie is wonderful! Read full review The table builder could be a little more robust. It can be difficult to figure out which token to use so it can grab the info from Hubspot It could offer better integration with meeting tools so you can go over proposals with clients. Read full review Likelihood to Renew The tool is inexpensive and good value. We don't need a ton of eSign capabilities and this one provides what we need for a low cost given our low volume.
Read full review 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
Read full review Usability Super simple - needs almost no instructions to setup and use
Read full review 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.
Read full review Reliability and Availability We haven't had any real issues regarding downtime as of yet.
Read full review Performance 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.
Read full review Support Rating eSign Genie has live chat support virtually twenty-four hours a day, seven days a week. They also have phone and email support as well. On the few occasions that I have had to contact support, they were very helpful, knowledgeable, and friendly. It's been a pleasure working with the folks at eSign Genie.
Read full review 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.
Read full review Implementation Rating There is no implementation at all. You just sign up, upload your documents, set up the fields to complete, and you are done!
Read full review 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.
Read full review Alternatives Considered Adobe Sign , despite coming from one of the best known brands in software, is the most frustrating and poorly-supported platform I've ever used.
HelloSign and
PandaDoc are good platforms - although the cost a bit more than eSignGenie, they are ahead on some features (not all)... depending on your exact use case, I'd consider them. However, for my simple use case, eSigngenie is the clear winner!
Read full review 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.
Read full review Scalability It's scalable
Read full review Return on Investment eSign Genie was the most affordable option of all vendors which helped us to stay within our project budget. We were able to purchase a relatively small number of document folders which was more appropriate to our needs than say DocuSign which required something like 1,000 documents minimum. The ease of use of eSign Genie helps us to implement new research studies without having to expend a lot of person hours to set things up. Read full review Time saved creating documents. Not copying that answer. I've said that several times in this review already IDK about increasing close rate, but customers certainly aren't afraid to click on a PandaDoc link or attachment Only miniscule, miniscule negative is that it isn't always instant Read full review ScreenShots