Digital Signature for a Small Consultancy
March 03, 2023

Digital Signature for a Small Consultancy

James Randall | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc to send engagement letters to clients for review and signature. We also use it for internal documents that need signing remotely. We needed a solution that was better than printing, wet signing, scanning and then sending back documents. It also negates the need to have all parties present in one location.


  • Remote contract signature
  • Tracking of document views or interactions
  • Live notification of actions on documents


  • Name, I don't find PandaDoc a particularly corporate name so speaking to clients they generally give you a funny look if they've never heard of it.
  • Amending of existing documents can be a little complicated, it needs more versatility to change one small detail rather than re-start the whole document.
  • Travel reduction and expense reduction as work can be done remotely
  • Faster time to contract signature, immediate delivery and notifications mean the interna process is faster than ever
I've tried the reusable templates but it does not offer the veratility required in my opinion. We only really use it for the basic features. Not tried any integration or workflows as yet.
Mobile friendly E Signature is really useful, I don't spend a lot of time behind my desk and I do not want that to hold up contracts or client's work, so the mobile aopplication and signing features are perfect.
It's great other than the name!
  • Internal document signature - we've used for board minutes etc.
Great, easy to use and much more cost effective

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Great when you want to get started on a client's work, the speed you can get a contract signed or an NDA in place is fantastic.
Sometimes you get a client who is less 'tech savvy' that wants to download and print the document, then wet sign and send it back.


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