Great eSignature solutions for mass mailings
April 22, 2021

Great eSignature solutions for mass mailings

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

PandaDoc has been a great e-signature engine for our firm's annual engagement process. The ability to send letters en masse to clients is key for our process and their bulk send function solved this problem perfectly. Most letters come back signed within a day and the ability to email clients a direct link is a huge timesaver when the original email gets stuck in a spam or junk folder.
  • Bulk send - saves time by sending multiple letters at once using CSV upload.
  • Embedded links - send clients a link to a standard template so they can sign anytime.
  • Share via Link - ability to send clients a link directly to their document.
  • Some small technical issues have come up but support has always been helpful.
  • Forms is a new functionality and still needs work.
  • Time saved thanks to ability to attach signed document to PDF, we don't have to even login to download the final document.
Templates are very customizable and although we don't use them currently, there are a number of integrations that can be used with templates.
The automatic notifications when a document is signed and the option to have the completed document attached to the email is a huge time saver for us.
Overall documents are very professional looking. I would like more ability to add a standard "letterhead" to our documents but PandaDoc helped us find ways to make this work in the current system.
  • The new Forms tool has been helpful in getting some unanswered questions back from client in an easy format that they seem to like.
The main reason we selected PandaDoc was the Bulk Send feature. Our data comes out of other databases in Excel and I didn't want to have to use yet another 3rd party software to load that information before integrating with an eSignature engine. PandaDoc was one of the only eSignature solutions that allowed us to upload our mass mailing data in CSV format and then send letters out automatically.
Companies that need to send a large number of letters will appreciate the bulk send option. If you are tired of your eSign documents not being signed because it went into a spam folder, the share by link function is great. New editor 2.0 gives you the ability to make the documents look and feel very professional.