| 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> | 9 <p>Zoho Sign provides a complete eSignature solution, supporting web forms and payment collection while signing. The drag-and-drop builder allows customization with validation and custom fields. Users can control signing order, delegation, e-witnessing, and in-person signing, with team permission management. However, reporting is limited, as Zoho Sign’s reports don’t track key insights like completion time or completion rate. Instead, it only categorizes documents by status (in progress, recalled, expired, completed, document type, etc.). Security features include password protection and ID verification.</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> | 7 <p>The platform is easy to use, though advanced document preparation takes some learning. The clean, modern design and field auto-placement make document creation faster. The builder supports custom fields, so you can reuse validation across documents. Bulk sending, auto-reminders, and auto-fill from integrations help speed up workflows. A file upload field eliminates the need for separate document requests, and Zoho Sign allows payment collection through Zoho Checkout. Users can also edit and resend documents without voiding them, making corrections quick and simple.</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> | 7 <p>Although Zoho Sign has a solid set of features, the interface feels functional but not the most refined. Navigation is straightforward, but some advanced controls could be better organized. The UI is modern but lacks polish in certain areas.</p><p>The drag-and-drop builder is easy to use but not as advanced as some competitors. The reports section categorizes documents by status (in progress, recalled, expired, completed etc.), but it lacks deeper insights like completion time or completion rate, making tracking less intuitive for high-volume users.</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> | 8 <p>Zoho Sign offers flexibility with branding, field properties, signing order, and team permissions. It supports formula fields, custom fields, and conditional logic to show or hide objects based on inputs. In-person signing, e-witnessing, and signer delegation cover all signing flows. However, it lacks custom reports, a major limitation for businesses needing detailed insights. However, you can’t generate tailored reports or track key metrics beyond basic status views.</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> | 6 <p>Zoho Sign 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. Integrations like Salesforce, Google Drive, Dropbox, Stripe, PayPal, and Slack can be set up through Zoho Flow, reducing manual effort. 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 | 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> | 6 <p>Zoho Sign provides comprehensive customer support through email and 24/5 phone support for paid subscribers across multiple regions including the USA, India, and Australia. Their Help Center offers extensive resources including guides, documentation, FAQs, forums, and blogs. They also provide paid one-on-one training sessions for personalized assistance.</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> | 7 <p>Zoho Sign integrates with major platforms through various methods. 1st-party integrations via Zoho Flow include Salesforce, HubSpot, Pipedrive, Dropbox, Stripe, PayPal, and Slack. 3rd-party integrations are available for Google Drive (via Google Workspace Marketplace). Zoho Sign also offers Zapier integration for connecting to thousands of additional apps, and provides an API 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>Zoho Sign 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 or PDF. Some native CRM integrations allow easy data syncing, and additional data can be exported through the API for further customization and automation.</p> |
