TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    PandaDoc

    Score9 out of 10
    N/APandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

    $35

    per month per seat

    SignRequest, now part of Box

    Score8 out of 10
    Small Businesses (1-50 employees)
    SignRequest was an e-signature platform acquired by Box in 2021. The eSignature tool is the basis for Box Sign, a feature now included in Box's core offering.

    $0

    per user

    Pricing
    PandaDocSignRequest, now part of Box
    Editions & Modules
    Starter
    $35
    per month per seat
    Business
    $65
    per month per seat
    Enterprise
    Contact Sales
    Start
    $0.00
    per user
    Professional
    $8.00
    per user
    SME
    minimal $16.00
    $4.00 per user
    Enterprise
    Custom
    per user
    API
    Custom
    per installation
    Offerings
    Pricing Offerings
    PandaDocSignRequest, now part of Box
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsPandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.For text message verification and bank payment verification additional fees apply
    More Pricing Information
    Community Pulse
    PandaDocSignRequest, now part of Box
    Considered Both Products
    PandaDoc
    No answer on this topic
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    96%
    Would buy again
    216 Answers
    89%
    Would buy again
    8 Answers
    Delivers good value for the price
    98%
    Delivers good value for the price
    199 Answers
    100%
    Delivers good value for the price
    9 Answers
    Happy with the feature set
    96%
    Happy with the feature set
    215 Answers
    100%
    Happy with the feature set
    9 Answers
    Lived up to sales and marketing promises
    98%
    Lived up to sales and marketing promises
    172 Answers
    100%
    Lived up to sales and marketing promises
    9 Answers
    Implementation went as expected
    97%
    Implementation went as expected
    177 Answers
    100%
    Implementation went as expected
    9 Answers
    Best Alternatives
    PandaDocSignRequest, now part of Box
    Small Businesses
    Foxit eSign
    Score9.8 out of 10
    Foxit eSign
    Score9.8 out of 10
    Medium-sized Companies
    MSB Docs
    Score9.4 out of 10
    MSB Docs
    Score9.4 out of 10
    Enterprises
    Conga Sign
    Score7.8 out of 10
    Conga Sign
    Score7.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PandaDocSignRequest, now part of Box
    Likelihood to Recommend
    9.0
    (322 ratings)
    8.0
    (20 ratings)
    Likelihood to Renew
    9.1
    (18 ratings)
    -
    (0 ratings)
    Usability
    8.3
    (23 ratings)
    10.0
    (1 ratings)
    Availability
    9.1
    (4 ratings)
    -
    (0 ratings)
    Performance
    9.6
    (21 ratings)
    -
    (0 ratings)
    Support Rating
    6.1
    (23 ratings)
    8.8
    (6 ratings)
    Implementation Rating
    6.3
    (4 ratings)
    -
    (0 ratings)
    Configurability
    2.8
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (20 ratings)
    -
    (0 ratings)
    Product Scalability
    8.6
    (4 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.7
    (20 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    6.7
    (4 ratings)
    -
    (0 ratings)
    User Testimonials
    PandaDocSignRequest, now part of Box
    Likelihood to Recommend
    PandaDoc
    As a small business, the polished, professional look of every PandaDoc document never fails to impress our clients. It's seamless and easy to collect e-signatures, a huge plus, as many e-signature software services provide only that feature for a cost, without the other features PandaDoc has. I am disappointed that the pricing tiers recently changed, so now you get less value for the price. PandaDoc has been great for sending proposals to our clients which include the terms of agreement and the price we quote them, with space at the end for them to sign upon approval. This signals to us that they've accepted and we proceed by sending them an invoice (through another software). Ideally, PandaDoc would automatically follow up or simultaneously send an invoice as well - but this is a Business Plan feature now. But love that we can track when prospects open our documents. We used to pay $35/month for the Essentials Plan, which no longer exists and has become the Starter Plan, which no longer includes unlimited templates or pricing tables - those are Business Plan features. So that downgrade in value was disappointing as it's not a cheap service for a small business, and I'm considering moving to their free plan.
    Incentivized
    Read full review
    Discontinued Products
    It works great for us; we deal with contractors in different parts of the world and it has been perfect for securing e-signatures from them and having a signed contract that both parties have access to. I'm not sure where it would be less appropriate—perhaps when there are significant legal risks or something of that nature, but with the types of transactions we've been dealing with, it's been perfect.
    Incentivized
    Read full review
    Pros
    PandaDoc
    • Allows clients to remotely execute documents.
    • Tracks the progress of document execution.
    • Emails clients to remind them to sign documents so we don't have to follow up.
    • Emails us when documents have been fully executed.
    • Provides an easy-to use interface to place signatures, dates, and other information on our forms.
    Incentivized
    Read full review
    Discontinued Products
    • e-Signatures- Businesses are all working online today. Paper contracts are becoming more and more obsolete, so you need a solution that provides online contracts.
    • Price- SignRequest has one of the more attractive price points for businesses.
    • Usability- Our team was able to figure out how to use SignRequest without too much hassle, although some competitors have more intuitive products.
    Incentivized
    Read full review
    Cons
    PandaDoc
    • The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be
    • When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc)
    • Loading screens are sometimes long
    Incentivized
    Read full review
    Discontinued Products
    • I think the "prepare document" screen can be a little more user-friendly
    • A way to keep the documents organized a bit better on the documents screen
    • I would also love a way to keep the contacts organized--or to transfer contacts from our database to the site
    Incentivized
    Read full review
    Likelihood to Renew
    PandaDoc
    The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
    Incentivized
    Read full review
    Discontinued Products
    No answers on this topic
    Usability
    PandaDoc
    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
    Read full review
    Discontinued Products
    I have found it easy to use and self-explanatory from day one. I love how clear and easy it is to use since I am not techy!
    Incentivized
    Read full review
    Reliability and Availability
    PandaDoc
    We haven't had any real issues regarding downtime as of yet.
    Incentivized
    Read full review
    Discontinued Products
    No answers on this topic
    Performance
    PandaDoc
    The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
    Incentivized
    Read full review
    Discontinued Products
    No answers on this topic
    Support Rating
    PandaDoc
    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
    Read full review
    Discontinued Products
    Easy to understand supporting documents with a great search feature to easily find the information I need for legal purposes, API connections, how to connect Gmail or G Suite, along with the ability to send a message to them. They don't seem to have an online chat feature or a call option, but that's why it's so inexpensive. Since it's already easy to use, it takes less time to find out information.
    Incentivized
    Read full review
    Implementation Rating
    PandaDoc
    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 full review
    Discontinued Products
    No answers on this topic
    Alternatives Considered
    PandaDoc
    We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.
    Incentivized
    Read full review
    Discontinued Products
    Adobe Acrobat left me frustrated and annoyed. I was wasting hours each week trying to upload contracts and agreements and customize them for each client. It never sent right and ended up being more frustrating for us and our clients in the end. So I tested some other tools before coming across SignRequest in a Google search. I started with their free plan which offered so much for a small business owner. As our business grew, we upgraded and haven't looked back. From day one I've never had an issue with this tool and recommend it to anyone looking for an online easy to use software to manage signing documents and contracts
    Incentivized
    Read full review
    Scalability
    PandaDoc
    It's scalable
    Incentivized
    Read full review
    Discontinued Products
    No answers on this topic
    Return on Investment
    PandaDoc
    • Our business has received a positive impact by saving time on creating, editing, and sending documents/quotes to clients.
    • We also have had greater employee efficiency due to a faster and more seamless proposal and document management process.
    • We have received a higher close rate as well considering the user is able to e-sign the document, pay, and complete the quote seamlessly.
    Incentivized
    Read full review
    Discontinued Products
    • Positive impact - able to complete onboarding process electronically rather than ask new employees to complete documents and scan them back
    • Negative impact - have heard from several employees that the UI makes it tedious to complete documents that have a lot of fields
    Incentivized
    Read full review
    ScreenShots

    PandaDoc Screenshots

    Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.

    SignRequest, now part of Box Screenshots

    Screenshot of Step 1: Upload the document that needs to be signedScreenshot of Step 2: Prepare document before sendingScreenshot of Step 3: Your customers experience the ease of e-signingScreenshot of Step 4: Signed documents are stored and shared with your customerScreenshot of Step 5: Every alteration to a document is logged for legal purposes