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.

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.

Ability to quickly assign signer fields and CC recipients.

At the price point, these features have been valuable to us.

I love that the days of scanning and printing are over.

The whole user interface is so pleasant to use: it's simple, intuitive and aesthetically pleasing.

The savings on engineering time has been quite good for the price point of the Software.

There are times I have trouble uploading my own documents. Occasionally the header does not populate and I have to manually enter information.

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

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.

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.

Very good experience with their customer support team--they're very patient with me.

Very easy and streamlined to use. Customer service is fantastic and always prompt in responding to inquiries.

The amount of time we have saved on drafting & sending contracts has been drastically cut since we have implemented PactSafe into our routine. It is also very user-friendly and easy to use.

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

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

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.

Easy integration with Salesforce-- the ability to edit contract both from within SFDC and PactSafe (PS) dashboard.

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.

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.

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.

Accomplishes all of my needs - e-signatures, secure contract and documentation sending/archiving.

The software neatly executes a brilliant concept & the customer support is outstanding.

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

It's actually difficult to find something I don't like, other than the price.

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

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.

I do think that its a little difficult to get multiple people to sign one document.

I like the I can integrate Pacsafe directly into Salesforce. This allows everyone from Sales to Ops to have access to the information they need.

The customization tool is simple and allows you to create stunning templates with little effort.

None of this is unique to the problem they are trying to solve. It's no different than signing a doc with Adobe or some other application.

I like the fact that is does streamline our ability to close sales leads. I see an improvement of over 10.

The best part about Pandadoc is that it's super easy to edit services while filling it out.

Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings.

I can create and or make changes to existing ones. I like that my documents are saved and are simple to search for.

This program is another easy to use Doc program. It's budget friendly and also has free features available.

Great product, great user interface, and a support team that feels more human than others I've worked with in the past.

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Our Marketing team is thrilled because all of our proposals are customized with CSS to fit our brand objectives. Also, their support team offers outstanding service if/when you need assistance.

I like their plans structure, so that on their free plan I can still get as many e-signatures as possible and also it allows me to ingrate stripe and quickbooks for easy payments.

I don't think of anything major that could be a disturbance or any bad effect of this particular product on my workflow.

Also, some of the integration fields are mandatory even if you don't have any need for them so you have to really get your brain hamster to improvise and work around that obstacle.

I liked the pricing for PandaDoc and it seemed that it would be a good alternative to higher-priced e-signature products.

Overall it was a terrible experience, from support to the actual product.

There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc.

Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable.

Pretty standard, decent customer service and good support.

It's very user friendly, making it desirable for novices.

The ease with which to make a quick proposal and connect it to a payment solution like Stripe or PayPal helps me close deals faster, and also receive deposits sooner.

They've been nothing but helpful and am very grateful for that kind of experience. As a business owner it means a lot.

In looking for a software that integrates with our CRM, PandaDoc was the only solution we can find that had a seamless integration for our team.

This all adds upto to time savings. Goes without saying that document signing is fantastic and easy to verify.

If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly.

Love all the integration options and best of all, PandaDoc has a ton of flexibility when it comes to how to handle pricing.

I love how easy it is to create a document that needs to be signed, add payment requirements, and integrate with Stripe.

Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use.

Their modular system is easy to use and navigate, and integrates with Salesforce, to help our team work efficiently in preparing proposals for their open opportunities.

This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls).

What I liked most about PandaDoc is its ease of use and the ability to track my potential customers interest in parts of the proposal.

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

This is a problem for teams that divide work. Example:  team member #1 creates/modifies forms, team member #2 works with signed documents.

Super simple and easy to use. Help close deals quickly with electronic signatures.

Take advantage of it and set up training for people who are new to online signatures. Other than that, the platform is easy to use once you get the training.

There are a lot of advantages when investing in the service.

US Dollar

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.



LongDescription

Status Tracking

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Digital Signature

Contract/License Management

Electronic Signature

Document Analytics

Template Management

Mobile Signature Capture

Contact Management

Audit Trail

Version Control

Compliance Management

Data Security

Workflow Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Reminders

Authentication

Chat/Messaging

Customizable Templates

Customizable Branding

Task Progress Tracking

Team Collaboration

Third Party Integrations

Document Management

Web browser (OS agnostic)

Email/Help Desk

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

PactSafe

In Person

Live Online

Webinars

Documentation

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts, and more. The solution is mostly used by sales and marketing teams and company leadership.

PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere, anytime.

PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw the proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance.

PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, and many more.

Engagement Tracking

Document Templates

Content Delivery

Cataloging/Categorization

Project Workflow

Forecasting

Lifecycle Management

Electronic Payments

Invoice History

Payment Processing

Price/Margin Management

Product Catalog

Presentation Tools

Performance Management

Customizable Reports

Proposal Generation

HIPAA Compliant

Templates

Mobile Payments

Referral Tracking

Workflow Configuration

SSL Security

Pre-built Templates

Guided Selling

Single Sign On

Invoice Management

Approval Process Control

Customizable Invoices

Data Extraction

Projections

Pipeline Management

Document Capture

Customer Database

Specialty Contracts

Customizable Fields

Collaboration Tools

Content Library

Sales Trend Analysis

Full Text Search

Automated Quoting

Data Import/Export

File Conversion

Document Classification

Opportunity Management

Content Management

Price and Cost Calculations

Configurable Workflow

File Storage

Multi-Currency

Email Marketing

Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Sales Reports

Real Time Data

Performance Metrics

Training Management

Tax Calculation

Proposal Management

Role-Based Permissions

Real-Time Notifications

Pricing Management

Forms Management

Email Management

Field Sales Management

Reporting & Statistics

Knowledge Base Management

Invoice Creation

Sales Automation

Business Process Automation

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Mac OS

Windows 10

Essentials: $19/user/month
Business: $49/user/month
Enterprise: contact PandaDoc sales team.



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