PactSafe Software


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 can also build custom signing workflows that can integrate with existing websites through REST APIs.

Services are offered on a monthly subscription basis that includes support via phone, email and an online knowledge base.



29 Reviews of PactSafe

Overall rating

4.59 / 5 stars

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Showing 1 - 20 of 29 reviews

January 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

Zane from PERQ

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

George from Chowly Inc

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Pactsafe is what signing documents should be fast, flexible, modern, and intuitive

Being able to sent out simple-to-sign documents is critical in sales. Pactsafe does exactly that. It's never failed, and not a single client has had any sort of issue with any of the documents. Really couldn't ask for any more.

Pros

Just about everything. Documents go through instantly, to both phones and email addresses. It's straightforward I never hear any confusion on the client end. It's flexible, I can make edits where I need to. It's fast and a pleasure to use. I even used the live chat on their website for support (which I'm pretty sure is not its intended purpose) and got an answer to my question in a few minutes. A++

Cons

Can't think of anything at the moment. I would say assigning contacts to signature fields is tedious, but, through their support team, I figured out that you can assign all. Con be gone!

January 2018

Tyler from Guardian Tracking

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Very Easy to Use software to help sign documents / agreements

Very quick and easy way to paperlessly send and sign contracts

Pros

The prospects can sign an agreement with 1 click of a mouse. Everything is paperless. The end users can review / print / and sign the agreement all online.

Cons

The email notifications send automatcially to remind them to sign the document. This was a problem as some prospects would tell us "this will take 3 weeks" and the system would auto send emails reminding them to sign the contract. Some prospects would get annoyed saying " I told you it was going to be 3 weeks! Stop sending me reminders" NOTE: worked with customer service and they were able to turn these off.

January 2018

Kari from Profyle Tracker

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

PactSafe has made business so much more efficient, being able to send paperwork electronically.

Pros

Instant alerts when paperwork is complete, easy for new users to understand, and rarely has lag-time.

Cons

It can be very tedious adding the text fields to contracts. I would also like to see an option for making check boxes mandatory to choose one option.

January 2018

Andy from MS Companies

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Simple and scalable

Pros

Seamless integration with our existing ERP for dynamic contracting. Slick mobile end user interface. Eliminates the need for administrative headcount and significantly reduces both contract generation time and errors.

Cons

Dynamic redlining is a work in progress. This second sentence is here to fill the minimum character limit.

January 2018

Mark from Carlson Wagonlit Travel

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

PacSafe is most efficient, modern way for agreements to be clicked through and signed, period!

Simple, fast, to the point.

Pros

Very user friendly web site. You make it easy for my customesr to e-sign T&Cs or agreements. Best part, I know exactly when they do it.

Cons

None. But I do hope that you keep upgrading the user interface. Don't think that the current version is enough!

January 2018

Alex from Chowly Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Pactsafe enabled my entire sales team to close deals over the first phone call we have with a client

Pros

The ease of use and speed at which I can send a document for signature while over the phone building rapport is revolutionary. Close tracking of activity helps identify when a client is ready to make a decision, as well as allow us to plan appropriate follow-ups. Being able to send reminders is also a valuable way to re-connect with owners after an initial deal went stale or cold.

Cons

It's actually difficult to find something I don't like, other than the price. But the price is understandable, and relatively fair for how much it has enabled us to close deals while the client is still excited during a pitch.

January 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

I currently use PactSafe to send contracts to my clients.

Pros

I like that that I am able to see if the client has seen the contract even if they haven't signed it. Also, I like that it allows me to pause the contract to make edits which is great since every other contract service I've used makes me create a new agreement when needing to edit an active one. This is great! Also, PactSafe allows you to have a signer and a viewer which is also a perk from other tools I've used.

Cons

I would like to see it automatically send a reminder to the contract receiver after X days without me having to manually select that option.

January 2018

TJ from Chowly Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

We use this daily to send agreements to clients, easy for us and easy for the clients!

It made our process of sending our documents to get signed from clients much more streamlined than our previous software company and has made it easier for our company to grow!

Pros

It's simplicity and its ability to pull directly from our salesforce data and put it directly into our customized agreements is a time saver and reduces the room for error when inputting information is what makes PactSafe so great!

Cons

One area of opportunity for PactSafe would be an app for my phone! I'm not sure if thats in the works or not but I would love to be able to track my pending documents with an iPhone app!

January 2018

Paul from Mainstreet

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Easy to implement. Amazing team that is very customer friendly.

Simplify our agreement interactions with customers.

Pros

Ease of use and flexibility to fulfill a variety of agreement needs from Terms & Conditions to full contracts. The team keeps adding more functionality all the time.

Cons

Any special customization can take a bit of time due to the limited amount of staff PactSafe currently has.

January 2018

Jaime from A10 Networks

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

It was so easy and seamless to get PactSafe onboard with the majority of our clickwraps.

Pros

The people behind the scenes make working with this software the best. I like how this software has the ability to integrate with other tools. We plan to integrate with SalesForce in the near future.

Cons

One of my concerns that I had at the beginning was trying to run a report. I havent tried to do that again, but will do so in the future.

January 2018

Nic from ClusterTruck

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2018

Once you get past the frustrations its a great product

Pros

The software allows us to make sure contractors using our software are always up to date with our legal terms. At the same time allows Legal to update and publish new terms without Engineering having to cause any delays or affect our workload. Their developer support team is professional and gets you past hard implementation areas very quickly.

Cons

As a developer we have used their Rest API, Activity API, and JavaScript client to implement our legal agreements on web and mobile. However their documentation is incorrect, missing, or misleading in a few places. You have to be resourceful and hunt for what you need or contact customer support and they will send over correct code examples that don't match the documentation. However, this is an issue a lot of companies face that are actively developing and have a public API.

January 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

Overall it has been a great experience to work with PactSafe. Definitely a good value spent.

Flexibility and competitive pricing

Pros

Pricing and flexibility with the product features and API. It has allowed us to adjust to our customers' needs and change our product for different types of forms.

Cons

I think the user experience could be improved, especially on mobile. We got feedback from users that flipping the phone for the signature is not that great since it makes the rest of the phone experience a bit confusing.

January 2018

Heather from Zen Planner

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

Simple and easy to use!

Pros

It's clean and easy to use. Very straight forward from the signers point of view and integrates into our product well.

Cons

There have been a few bugs when searching for signers, which has been inconvenient but there is typically always a work around.

January 2018

Graylyn from Chowly, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

January 2018

This has been a great way to expedite the contract signing process, it's almost effortless.

Pros

I enjoy sending my clients contracts to their email address and straight to their sell phones as well, makes things much more convenient. The auto generate integration into Salesforce is a huge bonus!

Cons

Bit of a learning curve, when it works it works, but when it doesn't work it can cost me a sale and draw out the process, has happened a couple times.

January 2018

Todd from Cheetah Digital

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

I wish I had this functionality years ago!

Pros

The easy of use on the admin side and the ease of use on the customer side is second to none. All is intuitive with the UX and the software just works.

Cons

Nothing comes to mind. Pactsafe continues to expand the functionality of the software and the enablement around new functionality is good but not great.

January 2018

Kaylee from Coactive

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

Easy onboarding process, relatively simple to understand dashboard

sending documents electronically for signatures, saving documents for future use, updating users on legal agreement changes, etc.

Pros

Accomplishes all of my needs - e-signatures, secure contract and documentation sending/archiving. Provides extra services which set PactSafe apart from its e-signature competitors - clickwrap agreements, the legal center, etc.
Fairly easy to contact customer support and immediately speak with a human, rather than muddling through general support documents on your own.

Cons

A few areas of the dashboard are difficult to catch on to in relation to editing a document for sending, etc. However, once you learn the steps, it's fairly simple.

January 2018

Curtis from Chowly, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

January 2018

Pactsafe has been awesome so far and has helped make things a lot easier for our clients

Pros

I like how easy it for the clients to use , this helps us get signed agreements back faster. And the integration to Salesforce helps with organization.

Cons

If you could change what the texts say or if you could be notified every time they view the agreement. Also and iphone app would be great.

January 2018

Cedric from Chowlyinc

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

5 of 5

January 2018

Easy, fun, Money in my Pocket, clients feel safe through the contract and have no complaints.

Pros

The software is easy to use dealing with my clients. Never has it been more easy and stress free for a signup, I love it.

Cons

So far I have not issues with this. Everything exports straight over from salesforce which is most important.