Agiloft vs. PandaDoc

Agiloft is great for storing contracts and being able to run reports on those contracts. Where is lacks is when there are amendments to the contracts which change information that you will run a report on. Since the data doesn't stack, if I wanted to run a report on any agreement with unpaid time off and there was unpaid time off added in the first amendment but removed in the second amendment, the first amendment would still hit the report even though the unpaid time off was removed in a later amendment

Incentivized

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

• Categorizing data based on your specific business needs.
• Comparing documents and identifying risk.
• Workflow management and visibility into state of things.

Incentivized

• 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

• I am not a fan of the color scheme.
• Many unnecessary integrations (Alexa).
• Logging details about contracts should be easier to customize.

Incentivized

• 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

The current functionality is excellent and we keep getting request for more. Leadership wants to make this a one stop shop.

Incentivized

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

As with our brains, we only use 10% of its capability. It can be as complex as you want it to be or as simple. The training requirements to use it have been minimal depending on the application. This is really a reflection as to how the workflow was configured

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

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

Incentivized

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

Implementation was relatively easy and I have not had any issues with the support. UI change created some challenges for the end-users, but overall, it was a smooth experience. I hope the company will continue investing in the product and not consider it as something to not care about too much. I believe Agiloft does not make any other software, so I think the focus on it should not wane.

Incentivized

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

Prior to implementing Agiloft, we used ProLaw. ProLaw acts as an electronic library for all contracts across the company. We were able to get this to work for us but it was limited in what functionality it provided. Agiloft is far superior when it comes to tracking and contract generation. Both systems store the agreements; however, Agiloft does a lot of the work for us. It creates the agreements with the click of a button, manages user permissions, sends automated reminders without requiring setup. These are all things ProLaw either didn't have or had but required manual entry. I was not the one who selected Agiloft as our new system, but after using it I can see why it was chosen.

Incentivized

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

It's scalable

Incentivized

• Agiloft has streamlined the requisitioning process and eliminated manual effort and repetitive low-value tasks.
• We now have a single source of truth for our SOC audits.

Incentivized

• 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