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PandaDoc Inc

PandaDoc DMS

Composite Score

7.8 /10

CX Score

8.1 /10

18 Reviews Write a Review

What is PandaDoc DMS?

Create, send, track, and eSign client-facing documents designed to win more business. Reduce the amount of time you spend from start to finish on proposals, quotes, and contracts so you can get back to what matters – your prospects and customers. Meet team goals faster and foster improved collaboration with multiple workspaces, performance metrics, and approval workflows. Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.

Company Details

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Awards & Recognition

PandaDoc DMS won the following awards in the Document Management category

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4 Top Rated Capabilities

6 Top Rated Features

2024

4 Top Rated Capabilities

8 Top Rated Features

2023

PandaDoc DMS Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on PandaDoc DMS.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

100 Plan to Renew

93 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love PandaDoc DMS?

0% Negative

10% Neutral

90% Positive

Pros

Helps Innovate
Reliable
Enables Productivity
Unique Features

Feature Ratings

Average 84

Document Sharing

Document Hosting

Security and Access Control

Check Out Check in

Publication Workflow

Version Control

Access Tracking

Editor Functions

Searchability

Indexing and Classification

Metrics and Reporting

Vendor Capability Ratings

Average 83

Quality of Features

Ease of Data Integration

Ease of Implementation

Usability and Intuitiveness

Ease of Customization

Business Value Created

Breadth of Features

Ease of IT Administration

Availability and Quality of Training

Vendor Support

Product Strategy and Rate of Improvement

Also Featured in...

Proposal Management

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PandaDoc DMS Reviews

Nandia M.

Role: Sales Marketing
Industry: Construction
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2022

PandaDoc DMS Review

Likeliness to Recommend

9 /10

What differentiates PandaDoc DMS from other similar products?

Besides being very effective in document management, It also comes at an affordable cost which is a big advantage to businesses. It is also secure.

What is your favorite aspect of this product?

I like the many security features of PandaDoc DMS The software makes document collaboration easy

What do you dislike most about this product?

I haven't had any issues with PandaDoc DMS

What recommendations would you give to someone considering this product?

I highly recommend PandaDoc DMS for document management. It is affordable, secure and scalable

Pros

Helps Innovate
Continually Improving Product
Trustworthy
Unique Features

Elissa K.

Role: C-Level
Industry: Education
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2022

Easy contract and document management

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

So much easier to use and more intuitive than DocuSign. We tried DocuSign and didn’t have time to do all the training we needed to get it implemented. With PandaDoc, I figured it out myself.

What is your favorite aspect of this product?

Makes contract management so much less painful! From templates to tracking responses, PandaDoc makes everything easier. We send re-employment letters to almost 200 employees annually as well as one-off agreements. For the first time, everything is in one place, we have almost no errors, and we don’t have to manually follow up.

What do you dislike most about this product?

I wish you could select multiple docs and send reminders in bulk. I also wish we could customize the reminder messages.

What recommendations would you give to someone considering this product?

Do it. In our research, it came down to PandaDoc and one other (I can’t remember if it was HelloSign or something else) due to ease of use, breadth of functions, and cost. After piloting PandaDoc it wasn’t worth my time to pilot the second product. You can’t go wrong with PandaDoc.

Pros

Reliable
Performance Enhancing
Enables Productivity
Efficient Service

Charles A.

Role: Sales Marketing
Industry: Shipping
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Aug 2022

Faster and higher quality documents!

Likeliness to Recommend

8 /10

What differentiates PandaDoc DMS from other similar products?

Content library, pricing tables, approval workflows, document customization.

What is your favorite aspect of this product?

Content Library

What do you dislike most about this product?

The approval work flow needs a feature to help nudge approvers, could also use a better approval dashboard to manage multiple approval levels.

What recommendations would you give to someone considering this product?

I would recommend this product to anyone who cares about improving their contracting processes. The templates, content library, standardization, and integration capabilities made me and my team put out higher quality documents faster and build an approval governance process

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

How We Deliver

PandaDoc DMS

What is PandaDoc DMS?

Company Details

Need Assistance?

Awards & Recognition

PandaDoc DMS Ratings

87 Likeliness to Recommend

100 Plan to Renew

93 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love PandaDoc DMS?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Document Sharing Document sharing is the ability to share a document with those who have not been granted explicit access

Document Hosting Centralized hosting of electronic documents, allowing the ability for contributors to upload to a secure area.

Security and Access Control Securing of electronic documents from unauthorized access and the ability to assign access to specific users or user groups.

Check Out Check in Similar to checking out or signing out a book from the library, this option enables a similar function for designated documents.

Publication Workflow Workflow capability that routes documents across defined roles in the publication process, either for review, editing, publication, etc.

Version Control Tracking of document versions with each iteration of document changes.

Access Tracking The tracking of document access, including who had opened it or downloaded it.

Editor Functions Features to allow designated editors to have the ability to review a document, make notes, corrections, and insert markups for re-editing by the author(s).

Searchability DMSes generally allow for the ability to conduct searches on document content.

Indexing and Classification Where the DMS will search the contents of all documents, index search results and organize them based on the organization’s taxonomy

Metrics and Reporting This feature enables the DMS administrator to produce reports on the DMS, such as document volumes, document access, publication trends, etc.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Also Featured in...

Proposal Management

PandaDoc DMS Reviews

Nandia M.

PandaDoc DMS Review

Likeliness to Recommend

Pros

Elissa K.

Easy contract and document management

Likeliness to Recommend

Pros

Charles A.

Faster and higher quality documents!

Likeliness to Recommend

Pros

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Title

Feature Ratings

Document Sharing

Document Hosting

Security and Access Control

Check Out Check in

Publication Workflow

Version Control

Access Tracking

Editor Functions

Searchability

Indexing and Classification

Metrics and Reporting

Vendor Capability Ratings

Quality of Features

Ease of Data Integration

Ease of Implementation

Usability and Intuitiveness

Ease of Customization

Business Value Created

Breadth of Features

Ease of IT Administration

Availability and Quality of Training

Vendor Support

Product Strategy and Rate of Improvement