We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Makes it easy for me to add upsells and handle contracts for renewals.

The creation process is simple, easy to add fields to an existing document and import from another source. One format for all paperwork to go out.

In the beginning you need to setup a bit buts it’s great once it’s done.

Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful. A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.

Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images. In Version 2 it is easier to create tables and page breaks.

Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.

Overall, the benefits of PandaDoc's secure data storage, digital signature (multi and singular) and template options far outweigh the issue of phone resizing.

I love that once you make a template in PandaDoc you can easily assign signature roles, adjust client information, and input custom variables so that everything is easily customized and doesn't have to be re-built from scratch.

My biggest issue within PandaDoc is that you are not able to crop or resize photos within a frame once imported. You can re-size the frame itself but not the image.