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About

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

About

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Docusign supports individuals and organizations of all sizes, geographies, and industries by making every agreement 100% digital to help lessen costs and improve customer satisfaction.

Audience

Mid-Market and Enterprises

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10.00/month/user
Offers 30-day free trial. Pricing starts at $10 per user per month (Personal plan), $25 per user per month (Standard plan), and $40 per user per month (Business Pro plan). For advanced solutions, call 1-877-720-2040.
Free Version
Free Trial

Pricing

Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Version
Free Trial

Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 4.2 / 5
design 4.6 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.5 / 5
design 4.6 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • I was a Docusign customer since 2019.
  • 1- It has connectivity and integration with any type of document management platform, this helps a lot, since it is not necessary to import the document into this platform to be able to use the digital signature, just by making the corresponding integration, you will be able to use your digital signature in any document almost instantly. 2- The platform stores any number of digital signatures you want, there are no limits on the digital signatures you can store within it, which allows both you and your employees to store their digital signatures without any limit. 3- It has international regulations, which helps ensure that all the digital signatures you use in your documents are valid in any country in the world. 4- Impossible to tamper with, each of the digital signatures is impossible to tamper with by any user, which guarantees that your digital signature is totally secure in any document you sign.
  • One pro that I found in this platform and that made me stay is the ease of use, both for me and for my clients when signing, since the last thing I wanted was to confuse my clients when using these electronic signature tools, especially when it comes to business. So, from my point of view, I have opted for the best platform to make my business processes as transparent and simple as possible, so its intuitive interface design helps a lot in this process, which requires great accessibility for any type of client. Another feature that I find useful in DocuSign is the ease and convenience of being able to send documents to be signed by email and request the corresponding signatures and filling in of client data. In addition, the client can access the documents sent by both mobile phones and desktop computers, making document approval even easier. I also want to highlight the way DocuSign indicates where the user must sign and where they must fill in their data, so clients will not feel lost when making approvals or business transactions.
  • As an employee who frequently uses DocuSign for work, I can confidently say that this platform has revolutionized the way I handle document management and signatures. With its user-friendly interface and mobile app, DocuSign has made it incredibly easy for me to create, send, and track documents for signature, even while on the go. One of the things I love most about DocuSign is its versatility and range of features. With its robust set of tools, I can customize and automate my document workflows to fit my business needs perfectly. The platform offers a range of options, from templates and conditional logic to reminders and bulk sending, which make my job easier and more efficient. Additionally, with its integration capabilities, DocuSign seamlessly integrates with the other popular business apps I use, such as Salesforce, Google Workspace, Dropbox, Smartsheet, and Procore. When it comes to the security and compliance of the documents I'm handling, I have complete peace of mind with DocuSign. The platform employs a variety of measures to protect the data and identity of the signers, including encryption, authentication, audit trails, and digital certificates. Moreover, DocuSign adheres to a variety of industry standards and regulations, including GDPR, HIPAA, eIDAS, UETA, and ESIGN, which assures me that my documents are always legally valid and safe. Using DocuSign has positively impacted the efficiency and productivity of my business processes. By eliminating the need for paper, printing, scanning, mailing, and storing documents, DocuSign saves me time and money. Furthermore, the platform's automated and streamlined workflow reduces errors and delays, allowing me to close deals faster and improve customer satisfaction. The superior signing experience provided by DocuSign adds to my customers' positive experience, which is key to my business's success. DocuSign is a platform that has proven to be reliable, user-friendly, versatile, and secure. With its robust set of features and integrations, it has become an essential tool in my daily work routine. It has helped me save time and money while improving my business processes' efficiency and customer satisfaction. I would highly recommend DocuSign to anyone looking for a digital document management and signature solution.
  • The integrations that are presented with DocuSign are very solid since they can be carried out more easily since it allows integrating electronic signatures with many platforms without having to use DocuSign separately, but simply in any contract it is already included in any platform connected with DocuSign. For example, with Microsoft integration, you can add the sections where customers are going to sign directly to the documents without having to go through the whole process of uploading the document to DocuSign and then adding the fields where people are going to add their signatures or add some required information. The integration of DocuSign with Stripe has also helped me since it makes it easier for me to make sales by linking the signatures and documents with the payments made, it has also helped me to synchronize the customer data of the payments that are automatically generated in the documents to be signed or authorized to make payments through Stripe. The mobile application has been considerably improved, it is much more fluid and more so when the fields where users have to fill in the documents are added. I can also easily place myself by the signatory and I have several options to be able to fill in the fields very easily without having to add them again in each signature that I have to perform, so it seems intuitive to me that everything is done by drag and drop. Another functionality that I loved about the mobile application is the ability to scan printed documents which is practical for me because I can send documentation to sign a photograph with my smartphone and add the fields on the image where the data has to be placed. In addition, I have the possibility to send by mail or the same DocuSign application will inform clients when a document has to be reviewed and signed, similar to this I always receive the status of various documents that I have waiting for signature by a client or some document that I have to sign.

Cons

  • They cheated me out of $300.
  • The platform in general behaves excellently, it has no type of failure in its operation and the digital signature that can be implemented and inserted in any document, does not contain any type of error, I must admit that the general operation of this platform is perfect and does not have any type of failure, or at least it has not had any type of failure during use. Within my company, it has been fantastic.
  • Although I don't find many flaws in this platform, as its functions and tools have improved over time, I still can't understand why it doesn't have an automatic save when exiting a draft. It's annoying to have to go back and do what I've already done, especially when I haven't saved manually. So I would be grateful if you add that feature so I can exit a document more quickly and not have to manually save changes every time I exit. Another feature I would like to see included is the history of changes made within a document when it is prepared for the assignment of places where digital signatures will be placed. This would be beneficial since there are times when changes need to be reversed and it's easier with a history than having to do everything again. The documentation for this platform is a bit outdated. I have to wait a long time to find out how to use certain new features, since it seems that the team in charge of the documentation is a bit behind in that aspect. This is a big disadvantage, even if it's about using the API of this platform to automate processes.
  • While DocuSign is a powerful and versatile digital document management and signature platform, there are some disadvantages that must be taken into account. One of the most significant drawbacks is its pricing structure, which can be expensive for small businesses or individuals who do not need all the features or integrations that DocuSign offers. With different pricing plans based on the number of users, envelopes, and features, it can be challenging to find the right plan for your needs. The cheapest plan, which includes one user and five envelopes, costs $10 per month, while the most expensive plan, which includes unlimited envelopes and advanced features, costs $40 per month per user. Additionally, there are extra fees for enhanced plans or API access, which can further add to the overall cost. Another disadvantage of DocuSign is that it can be tricky or confusing to set up or use in some cases. For example, creating complex rules or routing for multiple signers or recipients can be challenging, and changing or correcting envelopes once they are sent or signed can be a cumbersome process. Moreover, some signers may not be familiar with DocuSign or may encounter technical issues when signing documents online, which can slow down the process and cause delays. This platform can be affected by external factors that are beyond its control or responsibility. For example, if there is a network outage or a browser compatibility issue, the platform may not work properly, which can lead to missed deadlines or lost opportunities. Moreover, it may face legal disputes or challenges from other parties who do not accept or recognize electronic signatures, which can be a significant barrier to its adoption in certain industries or countries. while DocuSign is a powerful and useful platform for digital document management and signatures, it has some drawbacks that must be taken into account. Its pricing structure can be expensive, and it can be tricky to set up or use in some cases. Additionally, external factors beyond its control or responsibility can affect its reliability and legality. Despite these limitations, DocuSign remains a top choice for many businesses and individuals looking for a secure and efficient way to handle their documents and signatures.
  • It seems that there is an internal problem with the technical support of this company because whenever I present a problem, I have to do it several times before being attended to, in addition to the fact that they do not keep track of the problems, as if it were an internal disorder where No customer information is shared about their joint tickets to submitted issues. I found it unprofessional on the part of the DocuSign team since I don't feel there is a responsibility to offer correct help and have better technical assistance. Sometimes I feel lost in certain functions and need help, but it is more than what I have found on the internet than what I have received from the technical service of this company. So, I'm not happy with the customer service I've received since I started using this platform to make contracts. It can take time to fill in fields when the document is very long, so there is no possibility of them being filled automatically with previous answers or some configuration where you have the personal data stored so that they are filled automatically. Unless I have the customer, data and link them from other platforms with that data and send the agreements with filled in fields, I will be able to make the process of filling out the forms easier. However, there are many times that this does not happen like that and even I have had to do the whole process manually, the good thing is that from the mobile application I can do it by dragging and dropping. So having a centralized database for customer management would not be bad, it also helps to link Salesforce with DocuSign which would allow the synchronization of customer information in the agreements when a document is sent for signature.

Pros & Cons from Real Users

Pros

  • PandaDoc is a creative and influential software that completes the tasks wonderfully and skillfully. It is able to create multiple proposals that are professional looking and don't leave any questions out in the air, the proposals are very detailed and they are made to provide the client with something that is professional and convinces them. It has many templates that are already included in the program, and these work very well, but additionally, they are very customizable and it allows for any additional information to be added, as well as any information not needed to be extracted from the proposal. I have been using the templates that it provides and they work really well to create proposals and send them over to clients, it is a very quick way to complete this task in a very short time and it is not done badly, on the contrary, it is better than creating the template from scratch which takes much more time. I also like that the templates include automatic reminders that can be customized to keep in contact with the client, it makes it easier to follow up with any answers to the questions they might have, and it makes it easier to complete any deals. The notifications that it provides on the mobile applications are also a life-saver, they are delivered at the exact time and allow me to view different details about the proposals that have been sent, if they have been opened, interacted with, completed, and more, it is very convenient to stay up to date with the status of a proposal during the day with these notifications, so that we can except the client to give a response or complete the proposal after it has been viewed, it is a smart software that facilitates the workflow.
  • The templates make it easy to create professional-looking documents, the ability to integrate with a wide range of third-party applications is also really good, it makes it easy to manage documents within our existing workflow.
  • - Saves paper! - Easy to communicate - Free
  • PandaDoc makes digital e-signatures easy and affordable. It was easy to set up and the free tier makes initial commitment a breeze.
  • Such a helpful app. They had exactly what I was looking for when I wasn't sure what to look for. Easy to search for contents that were needed.

Cons

  • There are a few points that I want to talk about when it comes to the cons of using PandaDoc, firstly, it is a bit pricey, it can be very expensive depending on the amount of proposals and esignatures that the business has to complete during the month, and as needs grow, so does the price of PandaDoc, I would say that their pricing options are not very convenient. Secondly, I have experienced certain issues when using PandaDoc to send out the proposals, it turns out that they sometimes get sent to the spam folder of clients, which becomes a problem because it does not make the communication between business and client very efficient, and it takes a longer time because the client tends to check their primary inbox because the email should be there and not in the spam folder, it is something that PandaDoc needs to fix and put as a priority.
  • The UI & UX is good, but the interface can be confusing and difficult to navigate. Not a huge deal but when scaling, it is important to realize pricing is subscription-based, which can be expensive for some users.
  • - when you "edit" a document it says it will "clear" the signature and date. It would be SUPER helpful if it has *also* said, that all other inputs will still be saved. -Some areas we MUST have filled it, not just the signature and date. It would be great if those were mandatory since our students/clients skip some parts... -loading time -some parts are filled in on one side and not on our side. It's happening more frequently.
  • It tends to get lost in the spam when being sent off. I believe you can pay more to ensure this doesn't happen, but seems like it should be a given.
  • Somethings were more American based rather than Canadian content.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Docusign
Founded: 2004
United States
www.docusign.com

Company Information

PandaDoc
Founded: 2011
United States
demo.pandadoc.com/

Alternatives

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Categories

Categories

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Box
COZYROC SSIS+ Suite
Cliénta
Computer for Counsel
Dropbox
Google Drive
Josys
Micromerce
Motileo
Nango
Parsey
Refold
SimpliContract
Stackreaction
Truto
VipeCloud
envivo
intelliHR
monday AI work platform
monday dev

Integrations

Box
COZYROC SSIS+ Suite
Cliénta
Computer for Counsel
Dropbox
Google Drive
Josys
Micromerce
Motileo
Nango
Parsey
Refold
SimpliContract
Stackreaction
Truto
VipeCloud
envivo
intelliHR
monday AI work platform
monday dev
Claim Docusign and update features and information
Claim Docusign and update features and information
Claim PandaDoc and update features and information
Claim PandaDoc and update features and information