LinkSquares vs. PandaDoc

This is an excellent contract repository. I like the ability to upload a pdf, which is read by LinkSquares' OCR. The fidelity of the searchable documents is extraordinary. I really like the flexibility in terms of what contract language you want reporting on and the reporting capabilities are second to none.

Incentivized

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

• It's intuitive.
• It's easy to use.
• The AI program is accurate.

Incentivized

• 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

• The search function doesn't work if there's a misspelling.
• The tagging function isn't always smooth.

Incentivized

• 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

Very easy to use 'out of the box'. Excellent customer support to help when something out of the ordinary is needed.

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 haven't had a ton of support needs, honestly. We have just a couple of users and we haven't needed much support. I do know that if I ever need anything, that I have an account manager there to help and they have always ben very responsive to my needs

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

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

I compared LinkSquares to a number of other tools and found LinkSquares to be right-sized and flexibly priced for our use case.

Incentivized

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

• Better contract reporting.
• Easily searchable contract database.

Incentivized

• 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