PandaDoc vs. HelloSign: Which is the Best E-Signature Tool for Your Business?

PandaDoc vs. HelloSign:  An In Depth-  Comparison of your next E-Signature tool.

Need help keeping up with paperwork? or frustrated with your e-signature tool's inefficiency?

It's time to explore tools that simplify workflows and create a stress-free workplace.

you can streamline workflows and the signing process, increasing your productivity by 3x, With the right e-signature tool.

Join the 69% of businesses that have already chosen digital signatures over in-person signing, primarily due to the enhanced productivity according to a 2021 Forbes post.

Close contracts, deals, lease agreements, invoices, onboarding, and more securely within 30- 40 minutes from the comfort of your home or  while on vacation.

With e-signature software, you can do it from anywhere and anytime.

PandaDoc and HelloSign empower businesses to speed up the sales pipeline with powerful and easy-to-use document management and e-signature tools.

Automate workflows and approvals, reduce staff workload and effortlessly manage all documents. You can shift focus on Scaling up your business.

But which tool aligns best with your business’s needs?

In this article, we will provide a detailed comparison of PandaDoc vs. HelloSign, highlighting their unique features, pricing, integrations, and customer support.

Our goal is to help you choose your best secure electronic signature tool.

PandaDoc vs. HelloSign: Overview

What is PandaDoc

PandaDoc, a leading e-signature software with over 50,000 customers all over the globe, serves a variety of industries and teams.

Most users of PandaDoc are in the following industries:

• Advertising and marketing
• IT services
• Financial services
• Construction
• Manufacturing
• Computer software
• HR
• Healthcare
• Legal
• Education

Teams or departments that most frequently use PandaDoc for their document creation, signing, and document management.

• Sales
• HR
• Customer Success
• Marketing
• C-suite Executives
• Legal
• IT
• Finance

It offers a wide range of features for comprehensive document management and signature needs, making it a prior choice for both first timers and seasoned users looking for advanced capabilities

PandaDoc's core values are reflected in its ability to create modular proposals and documents, e-signature, and tracking. 

Businesses can now build faster and error-free contracts in no less than 5 minutes.

Key Features

• Drag-and-drop editor: PandaDoc’s intuitive drag-and-drop editor allows effortless Document Generation without lifting your fingers and saves hours at work.

        All employees, tech-savvy or not, can create proposals, contracts, and quotes effortlessly without help.

• Suggestion Edit: Unique features like Suggestion edit provide a one-stop solution for collaboration (with your team or Clients) within the platform.
  

You can eliminate your existing route of using external tools such as emails, chats, calls, or in-person meetings for collaboration.

• Template Library: Save your time with already existing 750+ ready-to-use templates, and create professional-looking, custom branding personalized contracts in a few minutes.

You can also create your own templates by uploading your existing documents.

• Online Signing: Capture legally binding e-signatures online or upload a sign at any time.

Send a clickable link to your clients to sign the documents instantly, with no need for any PandaDoc account.

You can get documents signed on devices like computers, smartphones, or tablets.

• Deal Rooms: Turn your deals negotiation hassle-free and organized in one place.

Create personalized deal rooms to provide a collaborative workspace and drive client engagement with active participation in the sales journey.

• Audit Trail: Empower your team with the PandaDoc audit trail to monitor the real-time status of a document.

You can see when it opens and how long it has been viewed and signed or not.

Sales reps can understand more about the client’s interaction with documents and follow up whenever necessary. It provides insights into the level of client engagement.

• Content Library: Leave no room for errors or manipulation of data.

• Payment Collection: Another unique feature that helps you to combine your signing and payment processes in one step.

With PandaDoc, you can collect payments directly within documents using payment gateways like Stripe, and Paypal.

Pros

• Automatic Remainders
• Unlimited templates
• Content locking and version control
• 24/7/365 excellent customer support
• Payment gateway( Stripe/ Paypal)
• Advanced quote

Cons

• No Signer attachments
• Slightly Clunky UI

User Ratings and Reviews

                                                                —- User review in G2

                                                                 —--- User review in Capterra

Start your free trial with PandaDoc.

What is HelloSign

HelloSign (now Dropbox Sign) is another industry-leading e-signature solution. It prioritizes user-friendliness and simplicity.

It works on all devices making the process fast and simple. Some industries:

• Marketing
• Advertising
• Real estate
• Finance services
• IT
• Software
• Insurance
• Healthcare
• HR

Many users of HelloSign fall into departments or teams like:

• Sales
• Consultant
• Administrative
• IT

HelloSign ensures that every step of the signing process is effortless and accessible for both new and experienced users.

With HelloSign, you can breeze through document workflows and signing, no matter where you are.

Key Features

• Fill and sign PDFs: If you need to fill out and sign a PDF, HelloSign can be your first call. Just upload the document, then drag and drop text boxes to the appropriate locations in the PDF. You can even add checkboxes and text boxes to improve accuracy.

• Online fax: HelloSign online fax lets you finish sending a fax from a computer or smartphone without a fax machine, ensuring that information is fully encrypted and secure.

• Document storage: HelloSign (Dropbox Sign), integrated into a cloud-based solution, allows secure document storage with end-to-end encryption for privacy.

• Signature editor: Create legally binding signatures by drawing directly on your device screen, uploading the image of your signature, or typing it on the keyboard and then customizing the style and fonts.

• Analytics: HelloSign provides you with a time-stamped audit trail of your documents. It gives you insights into the entire journey of your contracts, lease agreements, proposals, etc.

• Bulk Send: The HelloSign Bulk send option allows you to send signature requests for multiple documents simultaneously, providing scalability for your growing business.

Pros

• Performance Dashboard
• Signer attachments
• Advanced form fields

Cons

• Templates limit up to 5
• Limited editing
• Customer Support
• Basic signing capabilities

User Ratings and Reviews.

                                                                   ----User review in G2

                                                                    —- User review in Capterra

Book your HelloSign Demo

Digital Signatures Comparative analysis: PandaDoc vs. HelloSign.

Let's dive deeper into what each tool offers.

Features:

We have thoroughly examined the features of PandaDoc and HelloSign, and now we will compare them.

PandaDoc, a comprehensive document management and e-signature solution that helps with document management.

Its robust features are known for powerful document creation, sending, signing, and storing documents of all types and forms.

Advanced features like Suggestion editing, defining roles and approvals, Smart content, deal rooms, and the bulk send option make sales journey hassle-free and collaborative.

You can create customized documents quickly, it is particularly beneficial for sales teams and business proposals.

Now conveniently able to complete the entire sales cycle within one platform, from document creation to payment collection.

PandaDoc’s legally binding signature collection connects all parties with just a matter of a few clicks.

Its unlimited signature request for a free plan makes it the first choice for startups and small businesses with budget constraints.

Although it is considered a great choice, some users face trouble with its occasional performance issues and clunky UI.

HelloSign offers basic document creation and signing features. It lacks the depth and customisation options for Document Generation.

Pre-made template libraries, fillable PDF signatures, and mobile signing make the turnaround time faster.

The HelloSign Bulk Send option is undeniably helpful for businesses requiring multiple signature approvals, and online contract signing for business document automation.

Compared with PandaDoc, it is simple and easy to navigate the platform, and it is easy to set up and use.

Pricing and Plans:

PandaDoc and HelloSign have unique plans that suit the users’ needs and budgets. They have free plans with different limitations.

PandaDoc offers a free plan and three paid options. The free plan includes unlimited signatures, notifications, payments, and document uploading.

The Essentials plan is priced at USD 19 per month (up to 2 seats) or $228/ year.

This includes free plan features, templates, document analytics, a drag-and-drop editor, and rich media.

For seamless integration, the business plan (USD 49/month) offers essential features along with CRM integrations, custom branding, bulk sending, forms, and approval workflows.

The PandaDoc Enterprise plan is best suited for a complex document workflow.

This plan includes advanced quotes, notaries, APIs, SSO support, content reporting, and other advanced features, along with business plan features.

For more details, Contact the PandaDoc Sales team for a Personalized Quote.

HelloSign provides three paid plans. It has a free plan with features and a free 30-day trial.

Essentials of USD 20 per month for individuals include unlimited signing, tamper-proof documents, audit trail, multiple languages, and other features.

The standard plan of USD 30 per month per user includes essential features plus bulk sending, reporting, in-person signing, branding, etc.

The premium plan is best for large teams looking for advanced features like SSO, data residency, electronic ID, performance dashboards, advanced reporting, advanced signer fields, multi-teams, etc.

Get a custom quote for this plan.

Integration and API:

PandaDoc has over 1100+ native integrations with CRM, payment, storage, design, and productivity tools.

You can connect every part of your business and simplify the document workflow.

The proposal-building capability is decent, and you can quickly receive payments as soon as the client signs off on it.

It has good integration with popular CRMs like HubSpot and other tools.

• HubSpot
• Zapier
• Salesforce
• Paypal
• Stripe
• Pipedrive
• Monday.com
• Zoho
• QuickBooks payments
• Microsoft OneDrive
• Square
• Dropbox
• Google sheets
• Google workspace
• Canva
• Copper
• Slack
• Single sign-on
• Box
• Nutshell
• Nimble CRM
• Make (formerly Integromat)
• Authorize.net
• Fresh sales, etc.

The PandaDoc API decreases document creation time by 65% and collects legally binding signatures, improving the personalized user experience.

HelloSign integrates easily with many CRMs, connectors, file storage, productivity, and collaboration tools, making work faster and simpler. Below is a list of some tools.

• Zapier
• Slack
• SharePoint
• Salesforce CPQ
• HubSpot
• Google workspace
• Procore
• Oracle CPQ
• Dropbox
• Microsoft word
• Microsoft Onedrive
• Microsoft Dynamics 365
• Ironclad
• Greenhouse
• Evernote
• Coda
• Active Campaign
• Gmail
• QQ Catalyst, etc.

The HelloSign API lets you finish work quickly and seamlessly.

Security & Compliance:

With PandaDoc, create legally binding signatures with total confidence. Platform adheres to various industry standards and compliance requirements to ensure the security of your sensitive agreements. Avoid any sensitive data breaches.

• HIPAA compliant
• SOC 2 Type 2 certified
• GDPR Compliance
• FERPA
• eIDAS compliant
• Data residency (US and UK)

HelloSign provides document-level permissions to ensure that only authorized persons can access the documents. 

It enhances the security of sensitive information in contracts by employing two-factor authentication.

• AES 256-bit encryption
• TLS authentication
• Firewall
• PCI-compliant
• Stripe for payments.

Customer support and training:

HelloSign and PandaDoc offer several customer support channels, including email support.

PandaDoc's team  support through its comprehensive Help Center, which includes learning courses, guides, web tickets, webinars, and podcasts. 

The website also features valuable leadership content. Excellent customer support is a top priority for PandaDoc.

HelloSign offers you live chat support, phone support, ticket submission, learning courses, and platform documentation for all your team inquiries..

PandaDoc vs. HelloSign: Choose the right E-Sign tool for your specific needs.

Above, we have seen the PandaDoc vs. HelloSign detailed comparison and differentiators. Now that we have completed our discussion.

Here is the final decision on which tool best caters to the different industries and teams.

For small businesses or individuals seeking an easy setup of systems, HelloSign would be a suitable option.

It can integrate with most CRMs, Dropbox storage, and productivity tools, enabling a smooth document workflow.

Start your HelloSign account today!

If you’re a new startup or an individual looking for a low-cost e-sign tool,

PandaDoc should be your top choice.

Even the free plan offers unlimited signatures and requests, free templates, and CRM integrations of up to 15, making the entire process seamless.

Signup today! To start PandaDoc free trial.

HelloSign's ease of use and simple interface is a great option for businesses that need a straightforward, quick and easy-to-learn e-signature solution.

On the other hand PandaDoc offers more features and might have a steeper learning curve but provides more comprehensive functionality once mastered.

PandaDoc is perfect for teams looking for more than just a basic e-signature tool and HelloSign is great for basic needs and suitable for smaller teams.

No matter your choice, both tools will help you reduce the carbon footprint, go paperless, optimize staff workload and increase completion rates contributing to more sustainable business practices.