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The best e-signature collection tool out there
December 16, 2021

The best e-signature collection tool out there

Simeon Snow | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

I use PandaDoc for the electronic delivery of documents for clients to sign. Great that it can either be emailed or a text sent to the client and also allows for saved text (your instructions or message) to be sent along with the documents. I've used several other e-signature solutions on the internet in the past but enjoy PandaDoc the most so far. Very easy and straightforward. I have an app for it on an iPad we use in the office and also have internet links on the desktop on the computer and utilize both frequently.
  • Collecting signatures remotely.
  • Provides an additional page for audit tracing of where a document was sent & times signed.
  • Can be used across multiple platforms on mobile devices or desktop computer.
  • Drag & Drop simple design anyone can do it.
  • Integrating payment processing could be useful for certain situations if that isn't offered. I've not seen the option if it is offered.
  • Additional optional features for KYC (Know your customer) could be useful such as verifying by taking photos or entering driver's license info, etc.
  • Great return on investment because we can take in clients from anywhere in the world and get remotely signed documents from them.
  • Great customer experience because it is very straightforward and easy to use. Some of our local customers even use it because they'd prefer not getting out to the office to sign paperwork and would prefer to do it from the comfort of their home.
  • Time saved sending out documents and letting clients sign when they are able to and not having to set up appointments and keep those appointments.
I don't currently utilize templates or use them integrated with any other CRM or online service but I'm interested in using it in that regard. We utilize SalesForce and I can see advertised that they integrate with that CRM. Having the option to attach your own saved messages or instructions to documents you're sending out is something I do utilize that I've not seen offered via other e-signature services and this saves time and helps the client understand what they are supposed to do. PandaDoc is definitely a time saver.
Within the office, we have utilized this with clients by sending e-signature documents to both email & via text message for some clients without email or unable to find it in their email. It is also handy that PandaDoc can be accessed by the sender on both desktops and on mobile devices. We have it on our desktop as well as the Ipad app and use both.
Very user-friendly for the sender & receiver. It is all drag & drop. The design is great & easy to understand. I have clients that aren't tech-savvy and they don't have any issues with signing documents remotely. For the user, they can sign from their phone or other mobile devices just using their finger on the touch screen and the software will zoom into the areas they need to sign. We use documents already stored on the computer or scan documents and import them into PandaDoc.
  • We have used it on-site for signature collection with iPads for some documents, other than a normal remote collection of signatures.
  • Being a paperless solution it does save money on printing costs (ink toner & paper).
  • Allows our organization to be virtual and take on clients from anywhere in the world.
More affordable, better design and features align more with what we need to use it for. PandaDoc gets the job done & at a fraction of the cost of the other competitors without sacrificing any features. If you're looking to go virtual to gain more customers, reduce costs, save time, etc then you'll enjoy using PandaDoc.

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

Yes

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

Yes

Very easy and straightforward drag and drop e-signature solution. We utilize it on our iPad and desktops in the office to send documents remotely to clients for signatures that are needed. Clients never seem to have any trouble responding and it automatically sends the documents back to us along with an additional page from PandaDoc for audit trail purposes indicating the emails sent to and date signed. There is also an option for sending via text for individuals that do not have emails. I've used a few other e-signature services in the past but this one has been my favorite for what we do. We utilize it at least 5-20 times each month.