Likelihood to Recommend Litera Desktop has many functions, but it is still a user-friendly program. Very easy to implement and easy to train. We send a variety of documents to clients and other legal professionals electronically. Litera will clean and scrub documents so that there is no hidden metadata when the documents are transferred. This keeps not only our clients and their files safe, but it keeps our email programs safe and clean as well.
Read full review 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.
Read full review Pros Clearly shows the changes between two documents using multiple colors of text and crossing-out and underlining. Has diverse options for savings and sending the comparison document (Word, PDF and its own proprietary file format). Has multiple options for letting you review each of the changes (in sequential order or by type of change). Read full review 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. Read full review Cons It is the best when comparing any text or fragment of any content. It helps us to better understand the purchases at the moment of making a move in our newsroom. Its compatibility with other systems is very effective and safe, it makes us communicate safely. Read full review 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. Read full review Likelihood to Renew 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
Read full review Usability They have done a good job of now overloading Workshare Compare with extra features it doesn't need. This does a couple of things:
It means the interface doesn't have too many menus or too many buttons to click. Everything is straightforward and easy to use. It keeps the software fast. It makes it easy on the user to decide when you do and do not need to use this software. Read full review 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.
Read full review Reliability and Availability We haven't had any real issues regarding downtime as of yet.
Read full review Performance I gave Workshare Compare such a high rating because I don't think I could do my job without it. It has just become so integral to my workflow, that if I were to ever change jobs I think I would have to insist my new employer to me a license. It is fast and just works 99% of the time. It is very rare that it gives me errors, and when it does it's likely because the underlying document is corrupted, not because of any issues with Workshare Compare.
Read full review 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.
Read full review Support Rating 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.
Read full review Implementation Rating 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.
Read full review Alternatives Considered The interaction that can be done within this software is very different from the others. One of the most important is that it is dedicated to quickly and easily summarize the work of comparing files, without having to work a lot to do it. Also, it is a program that helps to discover the direct opinion among the users of these documents.
Read full review 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.
Read full review Scalability It's scalable
Read full review Return on Investment Document Security is of paramount concern and Workshare 9 is a workhorse. Accuracy of Document Comparison is also a a critically important task and it is done to perfection. Read full review 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 Read full review ScreenShots