| 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> | 4 <p>Jotform is a good eSignature solution with excellent web forms, but its eSignature features are limited as they are separate. It supports payment collection and has a mobile app but isn’t ideal for large-scale sending—no bulk send and limited auto-fill. It lacks witness and in-person signing, and eSign reports are minimal, showing only document status. Security includes password protection and audit trails but lacks ID verification or KBA.</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> | 9 <p>For basic eSignature sharing and collection, Jotform offers a solid feature set, with its simplicity contributing to ease of use. It’s great for core eSignature needs but lacks advanced reporting, bulk sending, and e-witness or in-person signing, which may limit certain agreements. Despite these gaps, it remains 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> | 6 <p>Jotform keeps things simple with a clean, modern interface and an intuitive drag-and-drop builder. The theme is well-designed, and there’s a handy preview of the email and document before signing while customizing the signing order. However, the UI has a somewhat playful, less formal design and feels overly simplified for eSignatures, as it’s part of a platform primarily built for web forms.</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>Jotform 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 decent control over 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> | 9 <p>Jotform offers a free trial with self-serve purchasing for all tiers except enterprise. Onboarding is quick, allowing users to create eSignature documents in 5–10 minutes. Custom branding and integrations are easy to set up, while configuring reusable templates, security settings, and user roles may take a few hours.</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> | 9 <p>Jotform’s support team is available 24/7, and you can contact them by submitting a request, with an average response time of 2 hours and 30 minutes. They also have an extensive help center with guides, FAQs, and a community forum for troubleshooting.</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> | 8 <p>Jotform natively integrates with popular platforms like Salesforce, HubSpot, Pipedrive, and Slack. Microsoft Excel integration requires Zapier, which also enables access to thousands of additional integrations. An API is available for custom integrations and automation.</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> | 7 <p>Jotform offers multiple ways to export completed document data. Finished documents can be exported as PDFs with the audit trail. You can also download submission data in CSV format. Native integrations enable seamless data syncing, with API options for further customization.</p> |
