PactSafe software


29 reviews(4.5/5)
29 reviews(4.5/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

29 Reviews of PactSafe

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  • Jim from Chowly Inc.

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Brett from Chowly, Inc.

    January 2018

    Love pactsafe, very efficient for firing off docs to busy business owners!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Faster deals!

    Pros

    Loves how it pulls info from salesforce and how it goes to their phones as well, game changer! Pact safe allows us to have simple, clear, straight forward docs that can be signed quick which increases our sales and creates a better process.

    Cons

    Not being able to add stuff if info doesn't pull from salesforce. Sometimes people can't sign on their phones if it doesn't rotate.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Cedric from Chowlyinc

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tyler from Guardian Tracking

    Number of employees: 11-50 employees

    January 2018

    Very Easy to Use software to help sign documents / agreements

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Zane from PERQ

    Number of employees: 51-200 employees

    January 2018

    Responsive and evolving

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mark from Carlson Wagonlit Travel

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Brad from PERQ

    January 2018

    easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Being able to pause in real time and adjust the contract. Also enjoy being able to see who has viewed the contract and when.

    Cons

    Can be clunky when adding defining language. It is sometime difficult to add special language in a way that isn't conflicting.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    January 2018

    I currently use PactSafe to send contracts to my clients.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kieran from RoomIt

    January 2018

    Great fluid experience

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Simple platform for prospects to access. I never have to worry about the stability of the tool or platform as I know I can rely on Pactsafe.

    Cons

    I would like to have more autonomy over the reminders sent to prospects signing a contract. Less automatic reminders and more manual intervention.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 201-500 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nic from ClusterTruck

    January 2018

    Once you get past the frustrations its a great product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Graylyn from Chowly, Inc.

    Number of employees: 11-50 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alex from Chowly Inc.

    Number of employees: 51-200 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Curtis from Chowly, Inc.

    Number of employees: 11-50 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Chad from PERQ

    Number of employees: 51-200 employees

    January 2018

    After a short training, I was able to easily create an agreement that was easy for customer to sign!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    easy to get my agreement sent and quickly signed

    Pros

    I like the ease of use along with ease for all parties to quickly and easily sign the agreement. Tracking the whole process helps with knowing when to follow up with customer.

    Cons

    No challenges so far with software. I wish I could easily create an amendment without having to get help from my admin.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ozelle from Vibenomics

    January 2018

    I use PactSafe to send contracts and service agreements to clients.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I love that the days of scanning and printing are over. This system has made my life much easier. I get signed contracts and agreements back much faster making our sales cycle much shorter.

    Cons

    It can sometimes be a little slow as we are accessing PactSafe through Salesforce. There are times I have trouble uploading my own documents. Occasionally the header does not populate and I have to manually enter information.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jon from PERQ

    January 2018

    Contracts are easy to search for and easily downloaded-which is what I need for my role.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Contracts are easily found within the search tool and once there, I can easily download them to a PDF to save to our internal system or send over to clients. The signing and sending process works great too!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • TJ from Chowly Inc.

    Number of employees: 11-50 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • George from Chowly Inc

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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