Ignition vs. PandaDoc vs. PDFLiner

It can be used to invoice for anyone, so I will always recommend it.

Incentivized

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.

Incentivized

It's possible to save money, time, and paper with PDFLiner. In addition to
those in the legal and scientific sectors, this includes those in accounting,
human resources, and education. PDFLiner makes it simple to save your most
frequently used templates. Upload them whenever you need them, make any
necessary edits, and email them straight away!

Incentivized

• Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter.
• Easily identify engagements that will be expiring, so we can begin to assemble a renewal.
• Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place.

Incentivized

• 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

• Signing documents for myself and my employer has never been easier.
• For me, the simplicity of not having to use sophisticated tools to customize forms for certain situations is appealing.
• It's easy to use and doesn't necessitate a strong Internet connection to make use of this program.

Incentivized

• I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
• I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
• I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.

Incentivized

• 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

• There is no mobile app for PDFLiner which I think is a major drawback of this tool.
• Though the tool is straightforward we find it complex when we need to search for a specific form in it.
• Editing text is fine with this tool but I think there is a limitation of styling the text when editing any document.

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

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

Our department uses PDFLiner to modify PDF format contracts and other documents before sending them to our consumers for e-signing. Not only that, but this program allows access to the templates of over 30 million different sorts of writable agreements, saving us a lot of time and effort.

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

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

We got all the features and prospects of the application from support team. They were helpful

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

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

Incentivized

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

Everyone in my department uses PDFLiner. Everything we need
to get the work done is included in this team strategy. Allows us to streamline
our operations and ensure that everyone is using the same tools. If I had to
make a choice, I would go with this over more "advanced" options.

Incentivized

It's scalable

Incentivized

• We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.

Incentivized

• 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

• Your PDFs can be changed quickly and easily. You have the option to include signatures and images, as well as to censor any information you don't want others to see.
• By being able to digitally sign your paperwork on the go, you may significantly speed up the closing process.
• Using PDFLiner is a great and simple way to work with PDF files.

Incentivized