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Great tool - with a learning curve
What do you like best about the product?
PandaDoc has tons of functionality for creating + managing proposals. It's very easy to work with a range of templates (400+!), or create from scratch. They have dynamic fields, which is helpful for contracts etc.
What do you dislike about the product?
Firstly, there is a bit of a learning curve. The range of options and menus can be overwhelming. Definitely not a plug-and-play option. Also, the pricing/packages was surprising. It's a huge price jump from the basic to business - but the business includes options I would consider 'basic' - like a content library.
What problems is the product solving and how is that benefiting you?
I needed a proposal software that would allow me to create unique and attractive proposals - without diving deep into design. I also appreciate the site's detailed analytics: if the client opened the document, how long they spent on each page, etc.
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Great Signing service for Free. No caps.
What do you like best about the product?
Free and has all the features I need. There are no Caps on usage.
What do you dislike about the product?
Nothing. I really didn't see anything I didn't like there.
What problems is the product solving and how is that benefiting you?
Driving down to my clients to get signatures. Not having to have them take pictures and scans and wait for emails or faxes.
Recommendations to others considering the product:
Go for it.
Ease and Comfort
What do you like best about the product?
The ease after watching the instructional videos, all topics were covered, leaving little questions to be asked.
What do you dislike about the product?
Everything is new, so I am not accustomed to any problems, but I do see plenty of potential
What problems is the product solving and how is that benefiting you?
I am notarizing online, the ease and surety is are available and of course you are in the comfort of your home
Recommendations to others considering the product:
Once you get the flow, notarizing has not become any easier
Great Platform and Reasonabily Priced!
What do you like best about the product?
I have used LiveNotary and find the platform easy to use and reasonably priced compared to other competitors.
What do you dislike about the product?
They could use more training and support vidoes to assist without contacting support.
What problems is the product solving and how is that benefiting you?
My clients are able to contact me from anywhere in the world to get their documents notarized. This is a huge convenience to them.
Simple & Effective
What do you like best about the product?
Most helpful was how quick and easy their platform is!
What do you dislike about the product?
I didn't find any downsides during my experience.
What problems is the product solving and how is that benefiting you?
The problem they help me solve is providing an easy to use platform to be able to perform eNotary transactions.
Estate Planner Loves LiveNotary
What do you like best about the product?
Once I got up to speed, this quickly became my preferred method of estate planning document execution after the pandemic. Good UX/UI, intuitive functionality, ease of use for even the most technologically challenged.
What do you dislike about the product?
LiveNotary is still in development and sometimes I get on the platform and things have moved around. I don't mind that for me, but my elder clients can get a little lost.
What problems is the product solving and how is that benefiting you?
LiveNotary has allowed my estate planning firm to become completely virtual. I have been able to survive the pandemic and make my life more mobile as a result.
LiveNotary is pretty easy to use; customer support is fantastic
What do you like best about the product?
Customer Support is great, easy on client
What do you dislike about the product?
Agent tools are not easy to remove (oops)
What problems is the product solving and how is that benefiting you?
With Covid we are able to perform remote notarization for employees and clients. I do not use it for the general public, only for our business needs
Remote Online Notarizations Made Easy
What do you like best about the product?
User friendly platform and fast support. Easy to edit documents and affix notary seals
What do you dislike about the product?
I dislike that all signers have to have an account. I wish I could just send a guest link
What problems is the product solving and how is that benefiting you?
I am able to notarize documents from people all over the country. It has helped expand my business
Easy to use platform.
What do you like best about the product?
The platform is very easy to use. They provided adequate training and also allowed a "test" environment to try it before going live. It's quick and convenient and support is available if needed.
What do you dislike about the product?
I wish they utilized "pay to use" pricing structure instead of monthly fee whether you use it or not.
What problems is the product solving and how is that benefiting you?
It was beneficial during COVID when in-person notary service wasn't allowable.
Let's save some trees!
What do you like best about the product?
This is a wonderful method for sending to clients for signatures. It is user-friendly - even for those with not much computer knowledge and experience.
What do you dislike about the product?
Some of my clients have a difficult time signing the documents when they are asked to make an account.
What problems is the product solving and how is that benefiting you?
I am saving on postage and envelopes - it is a time saver not to have to print envelopes and labels
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