PandaDoc vs. Workday Contract Lifecycle Management, powered by Evisort AI

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

Evisort is best when you already have all your contracts fully cleaned, designated, ordered, managed, linked, collated, titled and termed. It is not good if you expect the platform to help you go through a repository of contracts that you want the system to extract all the info you need and then you can decide easily what to keep and not etc - the sales team will tell you that the platform can do all of this. In my opinion, this isn't true.

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

• Houses Contracts centrally
• Info display is pretty straight forward
• Terms Search function is solid

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

• Platform Implementation
• AI intake of documents
• How contracts are linked

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

It is clunkier than needs to be but it's not as bad as some of the other platforms we reviewed. The interface is pretty spartan, almost like reading a page and some color and segregation could help users segregate the UI by function and task. This is pretty straight forward but doubt they would implement

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

For all of the reasons listed above, essentially, once the platform is implemented it has its value, however, knowing what you get before implementation, might give ppl pause. The cost is a bit misleading and the sales team over promises and under delivers in my opinion. This is not cool and creates issues inevitably, down the line.

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

Evisort is just getting in the game. Implementation is not as robust as Coupa and Adobe is more of a contract execution platform so it is not apples to apples to compare there. Essentially, Evisort is a a somewhat cheaper solution that is not a complete solution and needs more of an upfront lift than they would suggest.

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

• better Contract visibility
• centralized ownership
• contract alerts

Incentivized