Ignition vs. PandaDoc vs. SignRequest, now part of Box

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 works great for us; we deal with contractors in different parts of the world and it has been perfect for securing e-signatures from them and having a signed contract that both parties have access to. I'm not sure where it would be less appropriate—perhaps when there are significant legal risks or something of that nature, but with the types of transactions we've been dealing with, it's been perfect.

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

• e-Signatures- Businesses are all working online today. Paper contracts are becoming more and more obsolete, so you need a solution that provides online contracts.
• Price- SignRequest has one of the more attractive price points for businesses.
• Usability- Our team was able to figure out how to use SignRequest without too much hassle, although some competitors have more intuitive products.

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

• I think the "prepare document" screen can be a little more user-friendly
• A way to keep the documents organized a bit better on the documents screen
• I would also love a way to keep the contacts organized--or to transfer contacts from our database to the site

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

I have found it easy to use and self-explanatory from day one. I love how clear and easy it is to use since I am not techy!

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

Easy to understand supporting documents with a great search feature to easily find the information I need for legal purposes, API connections, how to connect Gmail or G Suite, along with the ability to send a message to them. They don't seem to have an online chat feature or a call option, but that's why it's so inexpensive. Since it's already easy to use, it takes less time to find out information.

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

Adobe Acrobat left me frustrated and annoyed. I was wasting hours each week trying to upload contracts and agreements and customize them for each client. It never sent right and ended up being more frustrating for us and our clients in the end. So I tested some other tools before coming across SignRequest in a Google search. I started with their free plan which offered so much for a small business owner. As our business grew, we upgraded and haven't looked back. From day one I've never had an issue with this tool and recommend it to anyone looking for an online easy to use software to manage signing documents and contracts

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

• Positive impact - able to complete onboarding process electronically rather than ask new employees to complete documents and scan them back
• Negative impact - have heard from several employees that the UI makes it tedious to complete documents that have a lot of fields

Incentivized