ContractWorks, An Onit Product vs. PandaDoc

[A] user-friendly platform that allows multiple users to store and organize documents across various departments within the company for easy access. [A] tagging feature is a helpful tool in sending reminders for upcoming renewals, etc.

As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.

Incentivized

• Managing renewals[.]
• Managing timed fee increases[.]
• Easy storing and retrieval of contracts[.]
• Manage roles to determine who sees what. Very granular.
• [The] signature process is quite powerful, and because it's integrated comes with management.

• PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
• The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
• Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.

Incentivized

• E-sign: Transferring of signatures would be ideal or the loading of a personal signature into the e-sign field rather than a generic signature being populated.
• AI: The tagging does not pick up things nor does the software really learn what you want it to. There is a fair bit of manual data entry that has to be done.

• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

Incentivized

Current Supply Chain users find great value in ContractWorks. We've been able to demonstrate a better, faster, efficient, cost effective way to solve document and data requirements. ContractWorks is gaining greater interest and acceptance across the Enterprise.

We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

Incentivized

This is a highly approachable product, even for users who are not quick to learn or who have only a basic mastery of basic software applications. If you find that you have members in your organization who have struggled to adapt to a working-from-home model, you may find that this product creates a simple point of entry for them. It is similar in interface to products they have used before and includes generous, high-quality support.

Incentivized

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

I've never heard that we've had an outage or error and I 'm in ContractWorks days, evenings and weekends.

We haven't had any real issues regarding downtime as of yet.

Incentivized

We haven't integrated ContractWorks with other systems. Otherwise, reasonably sized documents load fairly quickly and reports extract quickly. I work remotely sometimes it takes an extra minute

As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.

Incentivized

I have been offered to review a solution on Zoom by [support manager] and offered on the spot a better way to do things. Have been very pleased with their seminars, their response, their courtesy.

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

Read my points before. Cost, features, ease of use.

PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

Incentivized

Tasked with finding a cost conscious Contract Management platform, we knew change and acceptance across the Enterprise would come slow. Using ContractWorks means not overspending in initial months with fewer users. As our core group becomes more proficient and we demonstrate/prove ease of use to other departments with scale up use and cost together

I agree. We have created folders for multiple departments and have been successful with the usage.

Incentivized

• Complete elimination of paper-based review process.
• Greatly enhanced search capability for legacy documents.
• Enhanced satisfaction among contract reviewers, ease of use.

Incentivized

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

Incentivized