PandaDoc vs. Signable vs. SpotDraft

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

Signable to is a great all-around option for most businesses that require online document signing. They are based in the UK so if you have clients in Europe, they are fully compliant with all EU laws. There are easier online document options out there so if you are not tech-savvy and a beginner with online document signing, there are some other choices that may make it easier to get started, but Signable is a very good all-around choice for any size business.

Incentivized

The best place to use SpotDraft is on contract negotiation. The entire life cycle of a contract negotiation is captured well on SpotDraft. Data is also crunched and displayed in dashboards. We get to prepare better first drafts of contracts when we know of areas which get heavily negotiated on.

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

• Easy to use. Clients have had no issues using it the first time.
• Google Drive and Dropbox integrations are very useful.
• Works well across all browsers and devices we have used.
• Good value for the money.

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

• Can be tricky to use on mobile devices as some clickable elements are very small.
• Have had a few emails to clients from Signable end up in junk/promotion folders.
• The pay-as-you-go requires the purchase of new credits if you have to amend a document due to an error and resend.

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 don't know of any other tool that provides so much flexibility and delivers efficiency in CLM.

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

Support is decent, mostly the features are self explanatory.

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

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

We switched from DocuSign mostly because the customer support was not as good. It was very difficult to get a response in a timely manner when you have to get a document out to a client and need to wait days for a response. The user interface for DocuSign, on the surface, looked easy to use, but in reality, it was kind of clunky and buggy and caused frustrations with our team.

Incentivized

SpotDraft came in highly recommended. So we purchased it directly.

Incentivized

It's scalable

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

• We realized a positive ROI in the first month, we save several hours of work each month.
• We were able to streamline the online document signing process with a single software.
• Has made doing virtual business very easy.

Incentivized