| Functionality | 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> | 7 <p>BoldSign provides a solid eSignature solution with a drag-and-drop builder for customizable fields. Users can control signing order, delegate signers, and enable in-person signing. It includes rooms with pre-set content for collaboration. A workflow automation builder lets users configure automations with integrations, supported by pre-made templates. Basic status tracking is available. Security features include password protection and ID verification. While functional, it lacks some advanced features like web forms, payment collection, e-witnessing, and detailed analytics.</p> |
| Ease of Use | 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> | 10 <p>For basic e-signature sharing and collecting, BoldSign maintains a good range of features and its limited functionality contributes to its ease of use rating. If you're focused on core e-signature needs and don't require advanced reporting or complex workflows, the Kanban view works great for tracking document statuses. The lack of web forms, payment collection, and other advanced features keeps the focus on e-signatures, making it exceptionally user-friendly.</p> |
| Look and feel | 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> | 8 <p>BoldSign keeps things simple, and that's its strength. The interface is clean and modern, with everything right where you'd expect to find it. The drag-and-drop builder is easy to use, and while you won't get fancy reporting features, their kanban view is perfect for tracking document status at a glance.</p> |
| Customisability | 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> | 7 <p>BoldSign handles basic e-signatures, but it's missing key advanced functionalities, including e-witnessing, meaning not all signing flows are covered. The absence of custom reports is a significant drawback, making it difficult to get detailed insights without API reliance. While the platform is simple overall, it's got surprisingly good control over user permissions and branding options.</p> |
| Ease of Setup | 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> | 10 <p>BoldSign offers a simple onboarding process with a free trial and self-serve purchasing for all tiers except custom plans. Users can create their first eSignature document within minutes, and setting up templates, security settings, and user roles takes just a few hours. While custom permissions and branding are straightforward to configure, integration options are limited - with no Zapier support, connecting to other platforms requires API development.</p> |
| Customer Support | 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> | 5 <p>It’s got live chat on their website, but it can be slow at times. You can speak with them over the phone or submit requests, but we found the self-help articles more than enough—there are hundreds of them covering most issues in detail.</p> |
| Integratability | 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> | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</p> |
| Ease of Migration | 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> | 3 <p>BoldSign offers minimal data export options. Finished documents can be exported in PDF format, and audit trails come in CSV format. A major drawback is the inability to download reports for tracking insights across multiple documents. With no native CRM integrations, data syncing is difficult—additional data must be exported via API for customization and automation.</p> |
.png%2Fpublic&w=3840&q=75)
