DottedSign vs. PandaDoc

The app is quite versatile - as for me, I've been using it at work for some time and can't say that the problems that I have listed affect the general impression of the platform. Apart from using it at work, DottedSign is also pretty good for personal tasks, if you have to sign something on the go and so on. It's great for keeping track of the entire signing process and making sure everybody is on the same page with the help of reminders and such.

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.

Incentivized

• Of course DottedSign isn't the first one to show how convenient e-signatures are, but in my opinion the creators really nailed it because it's both easy-to-use and also pleasant to work with due to the nice and intuitive interface and truly helpful tools.
• Another point I'd like to make is the reminders feature is really nice - anyone who hasn't yet signed their part gets an email notification to speed them along.
• Another thing that I like that there's no need to contact customer support to figure anything out - just download the app and get going.

• 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.

Incentivized

• Well, the synchronization feature isn't perfect - when you log in into your account on the browser version, for instance, you need to wait for a couple of minutes to load a file that you have already loaded in the app.
• Apart from that, the platform doesn't allow you to rotate blank windows to add a date or signatures and sometimes documents are scanned upside down, and you have to edit them subsequently, which is time consuming.

• 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.

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

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

I can't say that there is something special in the work of customer support. Everything is professional and timely, but that's about it.

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

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

eversign wasn't quite as good because of how the interface was designed. I don't think that for a software with such simple features the interface should be so piled on. While DottedSign's interface is one of its strongest features.

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.

Incentivized

It's scalable

Incentivized

• I think after we started using DottedSign at our company, we're achieving our goals a little faster due to less time being spent on traveling to meet clients and so on, and with the process being more streamlined, it's easier. to pay attention to other parts that might have been neglected before.
• We got a bit more new clients in the last quarter, but it might be due to different reasons, but I think DottedSign played a part.
• Also, having all the newly signed contracts digitized and available on the cloud gives us a peace of mind.

• 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

Incentivized