PandaDoc vs Filevine

Side-by-side comparison of features, reviews, pricing and more

PandaDoc

Category: Documentation Tool
Industries: Education, Business

Pricing

Essentials

$19.00

1 User Per Month

Business

$49.00

1 User Per Month

Filevine

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

Contact for a Quote

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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PandaDoc reviews

Having used a lot of similar apps in the past, I found Pandadoc incredibly easy to use, with virtually no need to use their support or help forums. It's quick and easy to get started and start putting documents together. The theme templates make setting everything up easy, and the pricing table is a joy.

- David F. Managing Director

Everything is one place, user-friendly, I love that you can save templates to repeatedly use, I love that you can choose which signer fills out a section, and I am OBSESSED with the reminder tool! You can set the reminder tool to remind them every day, week, etc. This has gotten clients to sign documents a lot quicker and I'm so grateful.

- Jacquelyn F. District Operations Manager

UI is great and the ability to really customize documents with ease is great. Love the integrated DocuSign feature as well as the tracking of users every time they open it.

- Bobby T. CEO

Filevine reviews

We wanted a bespoke system that perfectly fit how our company conducts business. Other platforms attempted to shoehorn our workflow. Filevine is exactly how we wanted it to be and can grow with us as our company evolves.

- Kyle Dean Massey, Owner Elevate Baby

The first year, we saved over $60,000 in medical record requests after we transitioned from using a commercial records service to managing it in-house.

- Amber Pang Parra, Attorney for Pharmaceuticals, Consumer Law, & Veterans' Law Justinian & Associates PLLC

My attorney always says that having Filevine is just like having three other people working for you in the background at all times.

- Jason Brooks, Partner Leopold & Associates, PLLC

Pros & cons

PandaDoc

Pros
PandaDoc proposals look better than anything that I could have come up on my own, and thanks to tokens, the chance of leaving a wrong client name or other important detail is eliminated
I will be honest, I decided to give PandaDoc a try because I like pandas, and because their marketing was great
The process takes 3 minutes at the most to setup, send and sign
If you're a small business getting started and need free e-Signing, PandaDoc is a winner
Great for document storage and organization
Easy to send documents to your clients and easy to see the status of all your documents simply by reviewing your account dashboard."

Cons
The only thing I can think of is pretty lame, but sometimes when I try to open to document the first time I click on the link it says "error
There is a spam problem with the email sent to some customers
I don't have any other concern with PandaDoc
Unfortunately I find the program a bit confusing, it took me a bit longer to understand everything
The only problem I ran into was the document creation date field sometimes displayed tomorrow's date because they have it set to a different timezone than where I'm located."

Filevine

Pros
Mostly, we like that, since it is in the cloud, we can work with it no matter where we are which was a huge help in 2020 while working at home
Communication between employees with tasks that can be entered per client helps to keep on top of things
Everything is organized, which we like, so it streamlines the process
Filevine was by far the most superior out of all of the choices
I am very pleased with the Filevine
I love the fact that I can work on Filevine from literally anywhere in the world
When COVID-19 struck and we all had to work remotely for several months, this was a lifesaver."

Cons
Basically Filevine is the New England Patriots in their prime and TrialWorks is the Cleveland Browns at their worse
The layout was not streamlined, it could be difficult to go where you wanted to
There was a struggle in organization, costs were high, and it was difficult to have multiple users working
We used to be able to drag the photos from the page they were opened on
Now, we have to hit download and when another screen appears, we can drag the photo from there
Look also at how many users have to hire independent implementation consultants to make anything happen
The implementation timeline and costs are therefore very dishonest."

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Speechify is the #1 audio reader in the world

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4.6/5

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