PandaDoc is great for sales teams, not for HR
May 07, 2022

PandaDoc is great for sales teams, not for HR

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

Before we set up our ATS and HRIS to handle new hire onboarding in a more automated way, our HR team was using PandaDoc for our onboarding documents. We set up our payroll onboarding forms, our benefits enrollment forms, and our policies requiring acknowledgment. Other team members still use PandaDoc for sales contracts and agreements.
  • Templates and content blocks
  • Smart form capabilities
  • Branding and appearance
  • Variables functionality is hard to understand
  • UI in general is not the most intuitive
  • Sometimes slow and freezes
  • Decreased HR efficiency - we find ourselves constantly trying to figure out how to do something we need to do.
The template functionality and content block features work great for our sales and marketing teams. In HR, we've mostly used it for forms that have already been created and are in need of completing electronically. In these cases, the value isn't quite there for us. It takes a long time to figure out variables and the best way to get something filled out by a lot of people vs just one.
We haven't had a need to use these features in HR. In HR, we don't necessarily want or need people completing the form to redline or comment on items; we usually just need the form completed.
When investing the time needed to create a document like a sales proposal, they usually come out looking beautiful. In HR, most of our needs have centered around creating fillable forms that have already been formatted and just need a signature field.
  • Offer letters
  • New hire payroll onboarding
  • Benefits enrollment forms
DocuSign and SignNow have a feature that allows you to create a signing link that you can send in an email or post on a website (like an intranet). When there are roles set up within a document, PandaDoc only allows you to complete the information from the interface and enter recipients/assign roles with you as the sender. SignNow has all of the same features as PandaDoc but looks less pretty and isn't mobile-friendly. DocuSign has a more intuitive interface and all of the same features as PandaDoc, making it a more valuable tool for our HR needs.

Do you think PandaDoc delivers good value for the price?

Not sure

Are you happy with PandaDoc's feature set?


Did PandaDoc live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of PandaDoc go as expected?

I wasn't involved with the implementation phase

Would you buy PandaDoc again?


PandaDoc is a great document management tool for sales and marketing teams, but not for HR. If you have a CRM that integrates with PandaDoc, that makes it even more valuable. Our company really only needs about 10 licenses and we've invested in premium features that we need, but the HR team needs its own workspace to keep sensitive information confidential, which is another spend on top of what we're already spending. With a clunky UI, it didn't make sense to invest in a tool that will slow down our work, rather than speed it up.