Judge honestly whether the free tool actually improves the signing process.
You run a side-by-side comparison of PandaDoc and Adobe Sign to determine whether the free tool delivers a measurable improvement in speed, effort, or client experience. The pilot exists to produce an honest verdict, not to confirm a preferred outcome.
If PandaDoc proves faster or easier within the sixty-document and two-recipient constraints, you have evidence for a rollout decision. If it does not, that negative result is equally valid and saves the organization from a premature switch.
Give leadership a clear recommendation backed by the pilot's evidence.
Run a controlled pilot without disrupting the existing signing process.
Plan around roughly five documents a month so the allowance is spent well.
Gather timestamps and feedback. Pull the document-creation and final-signature dates from PandaDoc's audit trail for each pilot deal. Retrieve the same timestamps from Adobe Sign for comparable recent deals. Collect any client comments or support tickets related to the signing experience in both systems.
Measure creation-to-signature time. Calculate the elapsed hours or days from the moment you created each document to the moment the last required signature was applied. Compare the median or average time across PandaDoc deals against Adobe Sign deals of similar complexity.
Compare document-build effort. Note how long it took you to assemble each proforma or agreement in PandaDoc's drag-and-drop editor versus Adobe Sign's workflow. Include time spent placing signature fields, adding recipient roles, and previewing the final layout.
Evaluate the client signing experience. Review any feedback from signers about clarity, mobile usability, and ease of completing the signature. Check whether clients encountered fewer questions or support requests with one tool over the other.
Weigh PandaDoc's editor and tracking against Adobe Sign's existing integration. Consider whether PandaDoc's real-time tracking and simpler editor offset the value of Adobe Sign's deeper integration with your existing systems. Identify any workflow friction introduced by switching tools.
Account for the sixty-document annual cap and two-recipient limit. Estimate whether your current deal volume fits within sixty documents per year. Confirm that the two-recipient constraint did not block any pilot deals and assess whether it would become a bottleneck at scale.
Reach a clear, evidence-based conclusion. Decide whether PandaDoc delivered a measurable improvement in speed, effort, or client satisfaction. If the data shows no meaningful gain—or reveals new friction—document that outcome honestly rather than forcing a positive verdict.
Scenario: [Your team] completed two pilot proforma deals in PandaDoc and compared them to two recent Adobe Sign deals of similar scope. PandaDoc deals: • Deal A: created [day] [time], signed [day] [time] ([X] days) • Deal B: created [day] [time], signed [day] [time] ([X] days) • Average: [X] days Adobe Sign deals: • Deal C: created [date], signed [date] ([X] days) • Deal D: created [date], signed [date] ([X] days) • Average: [X] days Document-build effort: • PandaDoc: [X] minutes per document (drag-and-drop editor) • Adobe Sign: [X] minutes per document (manual field placement) Client feedback: • PandaDoc: [Client contact] reported a cleaner mobile signing experience. • Adobe Sign: No complaints, but [client contact] asked for clarification on field order. Integration trade-off: • Adobe Sign syncs automatically with [existing system]; PandaDoc requires manual export of signed PDFs. Limits: • Current annual volume: [X] documents, within the sixty-document cap. • Two-recipient limit: no pilot deal required more than two signers. Conclusion: PandaDoc reduced average signing time by [X] days and cut document-build effort by [X] minutes per deal. The manual export adds minor friction, but the speed and client-experience gains justify a broader rollout for proforma and agreement workflows.
Compare creation-to-signature time, document build effort, and client signing experience across PandaDoc and Adobe Sign, accounting for the free plan's document and recipient limits.
Handle deals that need more than two signers on a free-plan document.
Turn a proforma into a template so each new one takes minutes.