Responsive and evolving

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.

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

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

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

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.

So great to have control!

Pros

This software frees up the engineering team to work on our company's product and gives the legal team complete control over the Terms of Service and related agreements. It has eased the burden on everyone with respect to updating the Terms of Service, tracking Terms of Service acceptance, and collecting, storing, and retrieving proof of acceptance and the version in effect at the time of acceptance. Zero buyers' remorse with this product.

Cons

The formatting interface takes some getting used to (don't use ctrl+z!) but the customer support team is awesome and will always jump in if I mess something up!

PactSafe has made business so much more efficient, being able to send paperwork electronically.

Pros

Instant alerts when paperwork is complete, easy for new users to understand, and rarely has lag-time.

Cons

It can be very tedious adding the text fields to contracts. I would also like to see an option for making check boxes mandatory to choose one option.