| 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>ShareFile is a basic eSignature solution with limited advanced features. It lacks web forms, a mobile app, and payment collection. There are no formula or conditional fields, and it doesn’t auto-suggest or place fields. It also lacks signer delegation and e-witnessing, restricting some workflows. The reports dashboard tracks document status but offers little beyond that.</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> | 6 <p>The platform is generally easy to use, though advanced document preparation requires some learning. The UI can be confusing at times, and we found that we had to check the help center a few times to find some options. It lacks auto-suggest and field placement, limiting workflow efficiency. However, documents can be edited and resent without voiding, making corrections easier.</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> | 4 <p>The UI is plain and lacks a strong visual theme. It feels unpolished and confusing, with no dedicated global reports page—reports are only accessible through folders. Small UI bugs are present, and page load times are often slow. Logging requires entering the company subdomain as well as login details, adding unnecessary friction. The signature requests overview is too basic and could provide more detail for a quick view.</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> | 6 <p>ShareFile typically handles capturing e-signatures well, but it's missing key advanced functionalities, including e-witnessing, signer delegation, and in-person signing, 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 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> | 5 <p>ShareFile offers a free trial, with self-serve purchasing for all tiers except custom plans. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though HubSpot and Slack require Zapier. Custom branding is easy to configure. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take around a week.</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>There is a Help Center with a good range of articles and guides. Email support is available via request submission, as well as live chat and phone support. Response times for email support are typically within one business day.</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>ShareFile natively integrates with platforms like Salesforce, Pipedrive, and Google Drive. HubSpot and PayPal require Zapier, which also connects to thousands of other apps. 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>ShareFile provides multiple export options for completed documents, including PDFs with an optional audit trail. However, there are no quick-access buttons for sharing while viewing a document. Native CRM integrations allow seamless data syncing, with API options for further customization.</p> |
