Easy to Use PDF Document Generation and Signing
May 06, 2021

Easy to Use PDF Document Generation and Signing

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

PandaDoc is being used by our HR department to manage all of our new hire paperwork. We use it in combination with other tools like Airtable and Zapier to automatically generate custom PDF documents. Those documents are then sent to our new hire to sign. Once the documents are signed, the documents are automatically put in a Google Drive folder.
  • Easy to use
  • Great Integrations
  • Economical
  • They don't have advanced fields like radio buttons.
  • Saved time in our HR Department.
  • Allowed new hires to fill out paperwork BEFORE arriving to training.
  • Made it easier to keep track of and store documents.
Our setup is pretty simple. Everything starts with an Airtable database. We keep all of the employee data in this database and once we have it all we check a box to start the document generation. At this point, Zapier takes that data and feeds it into a PandaDoc template. PandaDoc puts the data into the PDF and generates the PDF and sends it to the email address of the new hire. At that point, the new hire fills out the rest of the document and signs it.
We have not used any of these features other than mobile-friendly signatures. Many of our new hires fill out the documents on their phones, so this is a feature we use.
The documents look great! They have the ability to adjust fonts and color too, so that's nice.
  • We use it for HR
We used PDFfiller for over a year, but had some issues with the Zapier integration and things not looking right on the page. While PDFfiller had some nice features we miss (they had more powerful PDF editing features), we had to switch to PandaDoc because of the issues we were having. We also looked at Formstack.
PandaDoc is a great software for automatically generating documents based and data and sending those documents to be signed. This is the only use case we've used it for, so that's all I can speak to.