About PactSafe

PactSafe is a cloud-based electronic signature solution that caters to businesses of all sizes across various industries. It enables users to electronically sign and send or receive documents. Key features include real-time contract collaboration, built-in templates and a template editor, version control and document management, unified user profiles and more.

PactSafe allows users to publish contracts to web pages and generate custom URLs that can be sent directly to customers for digital signatures. It also features a 'Text-To-Sign' functionality that enables users and their customers to sign contracts via text messages.

PactSafe integrates with various third-party applications such as Salesforce, HubSpot, Infusionsoft, Formstack and JotForm. Users ...


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Supported Operating System(s):

Web browser (OS agnostic)

35 Reviews of PactSafe

Average User Ratings

Overall

4.60 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(22)

22

4 stars

(12)

12

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 35 results

January 2018

Zane from PERQ

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2018

Responsive and evolving

It's been reliable and makes it easy for my clients to partner with us.

Pros

It's easy to navigate and the PactSafe team has taken constructive feedback to help personalize our setup. The PactSafe support has been responsive, even on weekends and holidays.

Cons

I ran into some sending/receiving issues when we first launched with PactSafe. Some clients didn't receive their agreements. Some notifications still show that a client hasn't "received" the agreement to their email - when in fact they did. It can seem unprofessional when reaching out multiple times to see if they received it, and contacting pactsafe to ensure it was successfully sent - even though the notification tells you otherwise. - This is not always the case, and usually only happens when the "receiver's" inbox/server is full.

January 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2018

The tool is good for the purposes we intended it for. It helps take care of legal docs management.

We were able to make the maintenance of terms and conditions, privacy policy, cookie policy links for our multiple languages and geographies mostly an administrative task where a user simple uploads documents in the tool and saved engineering bandwidth each time we launched in a new country or in a new language. The savings on engineering time has been quite good for the price point of the Software.

Pros

It's fairly easy to use for the most part and let's me update documents easily. It takes the hassle of maintaining legal documents and managing versions away from engineering valuable and saves valuable bandwidth. The feature to track which users accepted which versions of the documents helps in tracking and ensuring we have records in case of questions of claims later on and we got this out of the box without engineering time, which is great. At the price point, these features have been valuable to us

Cons

Some of the user interactions can be a little clunky from time to time. For example, the way to add a contract in to groups is not very intuitive and a person will not be able to find it easily. One cannot add tags to the documents in the document edit screen and save it at one shot, which is a bit of inefficient. So, some of these minor UI issues can be taken care of to make the user experience better

January 2018

Jim from Chowly Inc.

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

2.0

Functionality

2.0

January 2018

The software itself does not seem as intuitive as it appears. Some pics/symbols are confusing.

Pros

Like the fact it is embedded in the Salesforce environment. Can alert clients they need to sign a document/agreement via text, e-mail, etc.. Can remind clients to sign docs.

Cons

Again, does not seem intuitive for users as compared to some similar types of software. Can be difficult to ascertain functionality via dashboard icons.

October 2019

Aurora from Upwork

Company Size: 201-500 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

So great to have control!

Pros

This software frees up the engineering team to work on our company's product and gives the legal team complete control over the Terms of Service and related agreements. It has eased the burden on everyone with respect to updating the Terms of Service, tracking Terms of Service acceptance, and collecting, storing, and retrieving proof of acceptance and the version in effect at the time of acceptance. Zero buyers' remorse with this product.

Cons

The formatting interface takes some getting used to (don't use ctrl+z!) but the customer support team is awesome and will always jump in if I mess something up!

Reasons for Choosing PactSafe

There is nothing out there that does what PactSafe that was designed with that purpose in mind.

October 2019

Katie from dscout inc.

Company Size: 51-200 employees

Industry: Research

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

October 2019

Use it daily!

Pros

I like the ease of use. I think its extremely user-friendly. Most days I can get a contract ready for distribution in less than 2 minutes. Really easy!

Cons

I do think that its a little difficult to get multiple people to sign one document. I wish that process of assigning multiple fields and required fields could be simplified a little more.