PandaDoc

NAVEX Global

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Ratings & Reviews

Overall Rating

4.46 / 5 (681)

4.22 / 5 (44)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.0 / 5

3.5 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

April 7, 2020

February 19, 2020

Pros/Cons

  • Pros

  • Intuitive and very easy to learn. Also a little fun to drag the fields around. Makes it so much easier to get signatures, compared to using pen and paper!

  • Was fantastic as Quoteroller and really enjoyed it for a few years. Easy to build simple proposals and get clients signed up.

  • Cons

  • There are editing issues at times, they have been improved since we started using the product so it has become less annoying then when we started but there are still some minor issues.

  • It does take the documents (depending on the size) a while to load sometimes. So I wish that was a bit quicker, but once it has loaded you can navigate through it with no problems.

  • Pros

  • I like that it has everything in one place. Every department used to keep there own, and I think that centralizing our policies and procedures in PolicyTech has been a great move.

  • The videos are pretty good compared to some of the cheesy acting and scenario based video training you typically get in this space of compliance training.

  • Cons

  • While the system has robust abilities for management of documents, the interface is not very customizable. What you see is what you get.

  • UI can be improved a lot. the functionality is great but interface is lacking.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

10 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots