Run a controlled pilot without disrupting the existing signing process.
With sixty documents a year, PandaDoc cannot replace Adobe Sign department-wide — but it can be piloted properly on one deal type or one rep. That gives you a real comparison without putting live deals at risk.
You run the pilot deals fully through PandaDoc while every other deal stays on the existing Adobe Sign process, then record time taken and friction at each step to inform a rollout decision.
Give leadership a clear recommendation backed by the pilot's evidence.
Judge honestly whether the free tool actually improves the signing process.
Plan around roughly five documents a month so the allowance is spent well.
Choose one deal type or one rep for the pilot.
Keep every other deal on the existing Adobe Sign process.
Run the pilot deals fully through PandaDoc, from creation to signature.
Record the time taken and any friction at each step.
Ask the rep and the client how the experience compared.
Stay inside the document allowance for the pilot period.
Pilot scope: [deal type or rep] Pilot period: [start date] to [end date] Deal [identifier]: Document created: [date], [time taken] Sent to: [recipient] Signed: [date], [time taken] Friction: [none | describe issue] Rep feedback: [feedback] Client feedback: [feedback] Deal [identifier]: Document created: [date], [time taken] Sent to: [recipient] Signed: [date], [time taken] Friction: [none | describe issue] Rep feedback: [feedback] Client feedback: [feedback] Documents used: [number] of 60 Average time difference: [calculated difference] Recommendation: [decision]
Scope the pilot to one deal type or one rep, run those deals end to end through PandaDoc while everything else stays on Adobe Sign, and record time taken and friction at each step.
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.