| Functionality | 7 <p>Dropbox Sign is an okay eSignature solution but has some limitations. It lacks web forms, custom fields, and formula fields, limiting customization. Files must be requested separately, and it doesn’t auto-suggest or place fields. There's no signer delegation or e-witnessing, restricting some workflows. Advanced security like knowledge-based authentication is missing, but password protection is available. The reports dashboard tracks usage and signature statuses, but overall, advanced features are limited.</p> | 8 <p>PandaDoc provides a complete eSignature solution with web forms, payment collection, and a drag-and-drop builder for customizable fields with validation. Users can control signing order, delegate signers, enable e-witnessing, and in-person signing. It includes rooms with pre-set content for collaboration and tracking insights. A workflow automation builder lets users configure automations with integrations, supported by pre-made templates. The reports dashboard tracks completion rates, and security features like password protection and ID verification.That said, it lacks certain advance functionality such as a dedicated eWitness workflow.</p> |
| Ease of Use | 6 <p>The platform is easy to use with a clean, modern design, but it lacks field auto-placement for faster document creation. The builder doesn’t support custom fields, and there’s no file upload field, meaning documents must be requested separately—a major drawback. However, bulk sending, auto-reminders, and auto-fill from integrations help streamline workflows. Users can also edit and resend documents without voiding them, making corrections quick and simple.</p> | 8 <p>The platform is easy to use, though advanced document preparation takes some learning. The clean, modern design and field auto-placement speed up document creation. The drag-and-drop builder keeps everything—custom fields, payments, integrations, data merge, and content blocks—in one place, making it easy to manage. Bulk sending, auto-reminders, and auto-fill from integrations streamline workflows. A file upload field removes the need for separate document requests, and PandaDoc allows payment collection when sharing documents. You can also edit and resend without voiding, making corrections quick and simple.</p> |
| Look and feel | 6 <p>Although Dropbox Sign has a solid set of features, the interface is simple, modern, and has a nice theme. Navigation is straightforward, but it’s more of a file management platform than a typical layout for managing eSignature documents and tracking them. The drag-and-drop builder is easy to use but not as advanced as some competitors. </p> | 10 <p>Although feature-rich, PandaDoc has a delightful interface with a well-balanced theme and color usage. Advanced controls are neatly hidden, ensuring smooth navigation.</p><p><br></p><p>In our opinion, it has the best drag-and-drop builder, keeping fields, payments, integrations, data merge, and content blocks all in one place, making management of all of them easy. When creating a document, you can set a theme and apply it throughout. It has a beautiful workflow overview too, making the platform both powerful and user-friendly.</p> |
| Customisability | 5 <p>Dropbox Sign handles basic e-signatures but lacks key advanced customizability like e-witnessing and signer delegation, limiting signing flows. It also doesn’t support radio buttons, custom fields, or formula fields, reducing document customization. User role and permission control is minimal—you can only manage folder-level view/edit access for team members.</p> | 10 <p>PandaDoc is highly flexible, offering control over branding, field properties, signing order, and team permissions. Users can customize themes when creating documents. It supports formula fields, custom fields, and conditional logic to show or hide objects based on inputs. Signing flows include in-person signing, e-witnessing, and signer delegation. Granular role-based permissions allow precise control over user access and actions. Custom reports provide deeper insights. Best-in-class for custom roles and user permissions, making it easy to manage security and workflows at a detailed level.</p> |
| Ease of Setup | 5 <p>Dropbox Sign offers a free trial, but the highest tier plan requires speaking with sales. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though Pipedrive and Slack require Zapier. Custom branding is easy to configure. Despite its many features, the help docs are well-organized and detailed. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take around a week.</p> | 5 <p>PandaDoc offers a free trial, but higher-tier plans require a demo request, and enterprise plans require speaking with sales. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though Google Drive and Dropbox require Zapier. Custom permission profiles and branding are easy to configure. Despite its many features, the help docs are well-organized and detailed. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take 1–2 weeks.</p> |
| Customer Support | 5 <p>Dropbox Sign offers customer support based on your plan. All users can access the Help Center with a good range of articles and guides. Email support is available via request submission, but live chat and phone support are limited to higher-paid tiers. Response times for email support are typically within one business day, but this can be faster for users with the paid support add-on.</p> | 9 <p>Support is available 24/7, 365 days a year via live chat or by submitting a request. Users can access personalized Q&A through in-app chat, where friendly human agents provide helpful responses within minutes. The platform also offers self-serve support with high-depth, high-quality resources.</p> |
| Integratability | 8 <p>Dropbox Sign natively integrates with platforms like Salesforce, HubSpot, and Google Drive. Pipedrive, Stripe, and PayPal require Zapier, which also connects to thousands of other apps. An API is available for custom integrations and automation.</p> | 9 <p>PandaDoc natively integrates with popular platforms like Salesforce, HubSpot, Pipedrive, Stripe, PayPal, and Slack. Google Drive and Dropbox require Zapier, which also enables access to thousands of additional integrations. Microsoft 365 integration is limited, covering basic functions. An API is available for custom integrations and automation.</p> |
| Ease of Migration | 7 <p>Dropbox Sign offers multiple ways to export completed document data. Finished documents can be exported as PDFs with the audit trail. You can also share via Dropbox and export to various platforms using quick-access buttons. Native CRM integrations enable seamless data syncing, with API options for further customization.</p> | 8 <p>PandaDoc offers multiple ways to export completed document data. Finished documents can be exported as PDFs, audit trails are available in CSV format. A wide range of reports can be downloaded as CSV. Native CRM integrations allow seamless data syncing, and additional data can be exported through the API for further customization and automation.</p> |
