PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$35
per month per seat
Smartwaiver
Score 7.4 out of 10
N/A
Smartwaiver is an electronic signature software offering from Smartwaiver.
N/A
Pricing
PandaDoc
Smartwaiver
Editions & Modules
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
No answers on this topic
Offerings
Pricing Offerings
PandaDoc
Smartwaiver
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
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.
Smartwaiver is well suited for activities where the client can check in before the activity and pre sign a waiver. This speeds the actual check in process and allows everyone to get out having fun instead of dealing with paperwork. If the activity is complex then the waiver is well suited to screen out candidates that do not meet the fitness level OR require them to get a doctor's note.
integrates with our reservation system. We can connect Fareharbor and assign waivers to each group and they populate in the reservation.
Smartwaiver collects each guests email address and populates it into our Fareharbor system allowing us to connect w/ each guest that joined us not just the guest who set up the reservation
Waiver searching is very simple with Smartwaiver. We can search by name or email and the guests information pulls up for quick search.
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.
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
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.
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.
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.
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.
I've been approached by a couple other companies, the most recent would be Wherewolf. They reached out, but sadly they require only an ipad to use their system which isn't possible for us since we purchased simple tablets. They have a bit more complexity with utilizing the guest's information after the tour, but I think that's something Smartwaiver will move to eventually.
