KeepSolid Sign vs. PandaDoc

I think this is a great application, and I would recommend it. The advantage of this application is that it can be used on any kind of device and any OS, so you don't need to worry about compatibility issues.

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

• Easy to use interface
• Quick signing
• Good security (so far)

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

• I would like to see a way to have a waver that I can just have an overall generic link to, this way new guests at the circus school, just needs to go to one URL, fill in a waiver, and it will save it for them. *** this can remove the step of me having to enter their name and send it to them and save me time.
• It was not very clear at first how to send contracts.
• It was not very clear at first, how to edit and change contracts on line.

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

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.

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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.

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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

The thing is, DocuSign is surely the better performing product for now. But if for the same price you get unlimited sends with KeepSolid Sign (or significant savings with a team) then KeepSolid Sign, with all the work it needs to do is my tool of choice. Again, I can't speak for a team setting, I'm the only one who uses it, but I like it, as it works just fine for me.

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.

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It's scalable

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• Timely turn over for clients
• Easy to save
• Upload and download speeds have been good.

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• 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