# PactSafe Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is PactSafe the right Digital Signature solution for you? Explore 35 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/235449/PactSafe/reviews

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PactSafe

4.6 (35)

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Last updated March 13th, 2026

# Reviews of PactSafe

Ease of use

4.4

Customer Service

4.7

## Showing most helpful reviews

Showing 1-25 of 35 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Zane B.  
Account Executive  
  
Used the software for: 1-2 years

### "Responsive and evolving"

January 22, 2018

5.0

It's been reliable and makes it easy for my clients to partner with us.

Pros

It's easy to navigate and the PactSafe team has taken constructive feedback to help personalize our setup. The PactSafe support has been responsive, even on weekends and holidays.

Cons

I ran into some sending/receiving issues when we first launched with PactSafe. Some clients didn't receive their agreements. Some notifications still show that a client hasn't "received" the agreement to their email - when in fact they did. It can seem unprofessional when reaching out multiple times to see if they received it, and contacting pactsafe to ensure it was successfully sent - even though the notification tells you otherwise. - This is not always the case, and usually only happens when the "receiver's" inbox/server is full.

Review Source

VR

Verified Reviewer  
Product Management  
Human Resources  
Used the software for: 6-12 months

### "The tool is good for the purposes we intended it for. It helps take care of legal docs management."

January 17, 2018

5.0

We were able to make the maintenance of terms and conditions, privacy policy, cookie policy links for our multiple languages and geographies mostly an administrative task where a user simple uploads documents in the tool and saved engineering bandwidth each time we launched in a new country or in a new language. The savings on engineering time has been quite good for the price point of the Software.

Pros

It's fairly easy to use for the most part and let's me update documents easily. It takes the hassle of maintaining legal documents and managing versions away from engineering valuable and saves valuable bandwidth. The feature to track which users accepted which versions of the documents helps in tracking and ensuring we have records in case of questions of claims later on and we got this out of the box without engineering time, which is great. At the price point, these features have been valuable to us

Cons

Some of the user interactions can be a little clunky from time to time. For example, the way to add a contract in to groups is not very intuitive and a person will not be able to find it easily. One cannot add tags to the documents in the document edit screen and save it at one shot, which is a bit of inefficient. So, some of these minor UI issues can be taken care of to make the user experience better

Review Source

JK

Jim K.  
V.P. of Business Development  
  
Used the software for: Less than 6 months

### "The software itself does not seem as intuitive as it appears. Some pics/symbols are confusing."

January 23, 2018

3.0

Pros

Like the fact it is embedded in the Salesforce environment. Can alert clients they need to sign a document/agreement via text, e-mail, etc.. Can remind clients to sign docs.

Cons

Again, does not seem intuitive for users as compared to some similar types of software. Can be difficult to ascertain functionality via dashboard icons.

Review Source

Kari S.  
Recruiting Manager  
  
Used the software for: 1-2 years

### "PactSafe has made business so much more efficient, being able to send paperwork electronically."

January 11, 2018

5.0

Pros

Instant alerts when paperwork is complete, easy for new users to understand, and rarely has lag-time.

Cons

It can be very tedious adding the text fields to contracts. I would also like to see an option for making check boxes mandatory to choose one option.

Review Source

Mark S.  
Business Development | Business Travel Solutions by CWT  
  
Used the software for: 6-12 months

### "PacSafe is most efficient, modern way for agreements to be clicked through and signed, period!"

January 19, 2018

5.0

Simple, fast, to the point.

Pros

Very user friendly web site. You make it easy for my customesr to e-sign T&Cs or agreements. Best part, I know exactly when they do it.

Cons

None. But I do hope that you keep upgrading the user interface. Don't think that the current version is enough!

Review Source

VR

Verified Reviewer  
Administrative Assistant  
Real Estate  
Used the software for: 6-12 months

### "Wonderful product! "

October 14, 2019

5.0

Pros

The efficiency! The amount of time we have saved on drafting & sending contracts has been drastically cut since we have implemented PactSafe into our routine. It is also very user-friendly and easy to use.

Cons

The format editor can be a bit limiting.

Review Source

Paul B.  
Vice President Information Technology Solutions  
Real Estate  
Used the software for: 1-2 years

### "Easy to implement. Amazing team that is very customer friendly."

January 4, 2018

5.0

Simplify our agreement interactions with customers.

Pros

Ease of use and flexibility to fulfill a variety of agreement needs from Terms & Conditions to full contracts. The team keeps adding more functionality all the time.

Cons

Any special customization can take a bit of time due to the limited amount of staff PactSafe currently has.

Review Source

Graylyn M.  
Account Manager  
Computer Software  
Used the software for: Less than 6 months

### "This has been a great way to expedite the contract signing process, it's almost effortless."

January 16, 2018

4.0

Pros

I enjoy sending my clients contracts to their email address and straight to their sell phones as well, makes things much more convenient. The auto generate integration into Salesforce is a huge bonus!

Cons

Bit of a learning curve, when it works it works, but when it doesn't work it can cost me a sale and draw out the process, has happened a couple times.

Review Source

Curtis W.  
Senior Restaurant Sales Representative  
Computer Software  
Used the software for: Less than 6 months

### "Pactsafe has been awesome so far and has helped make things a lot easier for our clients"

January 16, 2018

5.0

Pros

I like how easy it for the clients to use , this helps us get signed agreements back faster. And the integration to Salesforce helps with organization.

Cons

If you could change what the texts say or if you could be notified every time they view the agreement. Also and iphone app would be great.

Review Source

Brett A.  
Sr. Account Executive  
  
Used the software for: Less than 6 months

### "Love pactsafe, very efficient for firing off docs to busy business owners!"

January 22, 2018

5.0

Faster deals!

Pros

Loves how it pulls info from salesforce and how it goes to their phones as well, game changer! Pact safe allows us to have simple, clear, straight forward docs that can be signed quick which increases our sales and creates a better process.

Cons

Not being able to add stuff if info doesn't pull from salesforce. Sometimes people can't sign on their phones if it doesn't rotate.

Review Source

JH

Jodie H.  
Paralegal  
Leisure, Travel & Tourism  
Used the software for: Less than 6 months

### "Brilliant! The software neatly executes a brilliant concept & the customer support is outstanding."

January 5, 2018

5.0

It's making the contracting process so much easier and quicker for the legal team.

Pros

The whole user interface is so pleasant to use: it's simple, intuitive and aesthetically pleasing. Also, as I said, the customer service is amazing - PactSafe have put so much time (and endless patience) into helping us get to grips with the software, between emails, one-to-one calls, and group training sessions - and all done with the friendliest brand of professionalism I've ever encountered. A joy to work with and I couldn't recommend the software more.

Review Source

KL

Kieran L.  
Hotel Sales Associate  
  
Used the software for: Less than 6 months

### "Great fluid experience "

January 17, 2018

4.0

Pros

Simple platform for prospects to access. I never have to worry about the stability of the tool or platform as I know I can rely on Pactsafe.

Cons

I would like to have more autonomy over the reminders sent to prospects signing a contract. Less automatic reminders and more manual intervention.

Review Source

AK

Aurora K.  
Sr. Director, Litigation and Employment  
Information Technology and Services  
Used the software for: 1-2 years

### "So great to have control!"

October 10, 2019

5.0

Pros

This software frees up the engineering team to work on our company's product and gives the legal team complete control over the Terms of Service and related agreements. It has eased the burden on everyone with respect to updating the Terms of Service, tracking Terms of Service acceptance, and collecting, storing, and retrieving proof of acceptance and the version in effect at the time of acceptance. Zero buyers' remorse with this product.

Cons

The formatting interface takes some getting used to (don't use ctrl+z!) but the customer support team is awesome and will always jump in if I mess something up!

Reason for choosing PactSafe

There is nothing out there that does what PactSafe that was designed with that purpose in mind.

Review Source

KH

Katie H.  
office manager  
Research  
Used the software for: 1-2 years

### "Use it daily!"

October 9, 2019

4.0

Pros

I like the ease of use. I think its extremely user-friendly. Most days I can get a contract ready for distribution in less than 2 minutes. Really easy!

Cons

I do think that its a little difficult to get multiple people to sign one document. I wish that process of assigning multiple fields and required fields could be simplified a little more.

Review Source

VR

Verified Reviewer  
Head of Product, Founding Team  
Internet  
Used the software for: Less than 6 months

### "Overall it has been a great experience to work with PactSafe. Definitely a good value spent. "

January 23, 2018

4.0

Flexibility and competitive pricing

Pros

Pricing and flexibility with the product features and API. It has allowed us to adjust to our customers' needs and change our product for different types of forms.

Cons

I think the user experience could be improved, especially on mobile. We got feedback from users that flipping the phone for the signature is not that great since it makes the rest of the phone experience a bit confusing.

Review Source

TD

Tyler D.  
Salesperson  
Public Safety  
Used the software for: 1-2 years

### "Very Easy to Use software to help sign documents / agreements"

January 22, 2018

5.0

Very quick and easy way to paperlessly send and sign contracts

Pros

The prospects can sign an agreement with 1 click of a mouse. Everything is paperless. The end users can review / print / and sign the agreement all online.

Cons

The email notifications send automatcially to remind them to sign the document. This was a problem as some prospects would tell us "this will take 3 weeks" and the system would auto send emails reminding them to sign the contract. Some prospects would get annoyed saying " I told you it was going to be 3 weeks! Stop sending me reminders" NOTE: worked with customer service and they were able to turn these off.

Review Source

GW

George W.  
Account Executive  
  
Used the software for: Less than 6 months

### "Pactsafe is what signing documents should be fast, flexible, modern, and intuitive"

January 16, 2018

5.0

Being able to sent out simple-to-sign documents is critical in sales. Pactsafe does exactly that. It's never failed, and not a single client has had any sort of issue with any of the documents. Really couldn't ask for any more.

Pros

Just about everything. Documents go through instantly, to both phones and email addresses. It's straightforward I never hear any confusion on the client end. It's flexible, I can make edits where I need to. It's fast and a pleasure to use. I even used the live chat on their website for support (which I'm pretty sure is not its intended purpose) and got an answer to my question in a few minutes. A++

Cons

Can't think of anything at the moment. I would say assigning contacts to signature fields is tedious, but, through their support team, I figured out that you can assign all. Con be gone!

Review Source

AC

Alex C.  
Senior Account Executive  
Restaurants  
Used the software for: Less than 6 months

### "Pactsafe enabled my entire sales team to close deals over the first phone call we have with a client"

January 16, 2018

5.0

Pros

The ease of use and speed at which I can send a document for signature while over the phone building rapport is revolutionary. Close tracking of activity helps identify when a client is ready to make a decision, as well as allow us to plan appropriate follow-ups. Being able to send reminders is also a valuable way to re-connect with owners after an initial deal went stale or cold.

Cons

It's actually difficult to find something I don't like, other than the price. But the price is understandable, and relatively fair for how much it has enabled us to close deals while the client is still excited during a pitch.

Review Source

VR

Verified Reviewer  
Client Success Manager  
  
Used the software for: 6-12 months

### "I currently use PactSafe to send contracts to my clients. "

January 18, 2018

4.0

Pros

I like that that I am able to see if the client has seen the contract even if they haven't signed it. Also, I like that it allows me to pause the contract to make edits which is great since every other contract service I've used makes me create a new agreement when needing to edit an active one. This is great! Also, PactSafe allows you to have a signer and a viewer which is also a perk from other tools I've used.

Cons

I would like to see it automatically send a reminder to the contract receiver after X days without me having to manually select that option.

Review Source

HP

Hart P.  
Enterprise Account Manager  
Marketing and Advertising  
Used the software for: 6-12 months

### "PactSafe Platfrom | A Breeze For Creating Contracts With Salesforce "

October 9, 2019

5.0

Pros

\- Easy integration with Salesforce-- the ability to edit contract both from within SFDC and PactSafe (PS) dashboard. - Responsive, human CS. - Ability to quickly assign signer fields and CC recipients. - Overall time-saver.

Cons

\- Can be a bit clunk to rearrange signers as needed once contract has been sent.

Switched from

[Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/)

N/A

Review Source

AM

Andy M.  
General Counsel  
Staffing and Recruiting  
Used the software for: 6-12 months

### "Simple and scalable"

January 8, 2018

5.0

Pros

Seamless integration with our existing ERP for dynamic contracting. Slick mobile end user interface. Eliminates the need for administrative headcount and significantly reduces both contract generation time and errors.

Cons

Dynamic redlining is a work in progress. This second sentence is here to fill the minimum character limit.

Review Source

TH

TJ H.  
Sales Manager  
Computer Software  
Used the software for: Less than 6 months

### "We use this daily to send agreements to clients, easy for us and easy for the clients!"

January 16, 2018

5.0

It made our process of sending our documents to get signed from clients much more streamlined than our previous software company and has made it easier for our company to grow!

Pros

It's simplicity and its ability to pull directly from our salesforce data and put it directly into our customized agreements is a time saver and reduces the room for error when inputting information is what makes PactSafe so great!

Cons

One area of opportunity for PactSafe would be an app for my phone! I'm not sure if thats in the works or not but I would love to be able to track my pending documents with an iPhone app!

Review Source

CH

Chip H.  
COO  
Computer Software  
Used the software for: 2+ years

### "Great for app compliance"

October 15, 2019

5.0

Very good experience with their customer support team--they're very patient with me!

Pros

It gives us a lot of peace of mind to know that the thousands of users we have are properly and legally signing our T&C's and privacy policy, given the nature of our business. It's air tight.

Cons

PactSafe is working hard to improve its enterprise-level UI, and I am looking forward to that.

Review Source

JG

Jaime G.  
Sr. Corporate Paralegal  
  
Used the software for: 1-2 years

### "It was so easy and seamless to get PactSafe onboard with the majority of our clickwraps. "

January 8, 2018

5.0

Pros

The people behind the scenes make working with this software the best. I like how this software has the ability to integrate with other tools. We plan to integrate with SalesForce in the near future.

Cons

One of my concerns that I had at the beginning was trying to run a report. I havent tried to do that again, but will do so in the future.

Review Source

NO

Nic O.  
Software Engineer  
  
Used the software for: Less than 6 months

### "Once you get past the frustrations its a great product"

January 16, 2018

4.0

Pros

The software allows us to make sure contractors using our software are always up to date with our legal terms. At the same time allows Legal to update and publish new terms without Engineering having to cause any delays or affect our workload. Their developer support team is professional and gets you past hard implementation areas very quickly.

Cons

As a developer we have used their Rest API, Activity API, and JavaScript client to implement our legal agreements on web and mobile. However their documentation is incorrect, missing, or misleading in a few places. You have to be resourceful and hunt for what you need or contact customer support and they will send over correct code examples that don't match the documentation. However, this is an issue a lot of companies face that are actively developing and have a public API.

Review Source

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