PactSafe Software

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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!

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!

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!