| Functionality | 4 <p>Xodo Sign 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> | 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 | 8 <p>For basic eSignature sharing and collection, Xodo Sign offers a basic feature set, with its simplicity contributing to ease of use. It’s okay for core eSignature needs but lacks advanced reporting, conditional / controlled input, and e-witness or signer delegation, which may limit certain agreements. Despite these gaps, it remains quite user-friendly.</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 | 5 <p>Xodo Sign has a limited feature set, making the interface simple. The UI feels outdated, with a lackluster theme and weak color design. Navigation is straightforward, and the drag-and-drop builder is easy to use.</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 | 3 <p>Xodo Sign handles basic e-signatures but lacks key advanced customizability like e-witnessing and signer delegation, limiting signing flows. It also doesn’t support custom fields, formula fields, or conditional fields, reducing document customization. Formatting of fields and validation is heavily limited: there are basic controls like required / not required, read-only, and text / number / email address etc. for validation. User permissions can't be customized either.</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 | 9 <p>Xodo Sign 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 might take up to an hour. It's not possible to set custom roles, so setting up extra team members should also take under an hour.</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 | 6 <p>Xodo Sign offers customer support through a help center with a good range of articles, as well as email and live chat, though live chat isn’t available 24/7. Premium support, with faster response times, is only available to users on higher-paid tiers.</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 | 4 <p>Xodo Sign supports integrations via Zapier, enabling connections with major platforms like Salesforce, HubSpot, and Pipedrive. However, it lacks native integrations with many popular tools, relying heavily on Zapier. Native integrations are limited to a few, such as Google Drive and Dropbox. It does offer API access.</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 | 6 <p>Xodo Sign has limited options for exporting completed document data. Finished documents and audit trails can be exported as PDFs. Native integrations with Google Drive and Dropbox allow some data syncing, with API access 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> |
