This content is currently locked.

Your current McLean & Company subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative

Or Call Us:
1-877-281-0480 (US/CAN) or
+1-519-936-2659 (International)

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

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Awards & Recognition

PandaDoc DMS won the following awards in the Document Management category

Filter By

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

{y}

{name}

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

Translation missing: en.product_page.ratings.score 8.1

View PandaDoc DMS in this category (opens in a new tab)

PandaDoc DMS Reviews

Mark W.

Role: Finance
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2022

A Great Document Management Solution For Business

Likeliness to Recommend

9 /10

What differentiates PandaDoc DMS from other similar products?

When it comes to document management, PandaDoc DMS offers great features including e-sign, create, send, track, design, and much more. There is a lot we can do with this software

What is your favorite aspect of this product?

I like the ability to create, design, send and track document. The ability to sign documents online is a plus. The software is affordable and so easy to use

What do you dislike most about this product?

PandaDoc DMS hasn't malfunctioned for the last 3 years

What recommendations would you give to someone considering this product?

For a proper business document management, try PandaDoc DMS. It has all the features a business needs and more. It's affordable too.

Pros

Helps Innovate
Reliable
Performance Enhancing
Unique Features

Francis G.

Role: Information Technology
Industry: Utilities
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2021

Appropriate Document Handling program

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

PandaDoc DMS has a document scanning feature, that allows an easy sharing of documents in digital format. Moreover, the modification or documents through editing has been enhanced by PandaDoc DMS, making the content updated or eliminated.

What is your favorite aspect of this product?

PandaDoc DMS offers storage space, for every document, and the mechanisms for access are strict, and well elaborate to be followed. Furthermore, PandaDoc DMS has simplistic installation and running mechanisms that typical users can easily comprehend.

What do you dislike most about this product?

PandaDoc DMS is readily accessible, usable, and flexible. The satisfaction that PandaDoc DMS provides to businesses regarding the document safety and mobility is paramount.

What recommendations would you give to someone considering this product?

PandaDoc DMS will make the business have an easy management plan for all the documents. The editing and storage features from PandaDoc DMS are operational and specific in their tasks. The plight of the business accessibility and mobility of any document has been well enhanced.

Pros

Continually Improving Product
Performance Enhancing
Enables Productivity
Trustworthy

ANjali G.

Role: Consultant
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2021

Simple Interface in Affordable Price

Likeliness to Recommend

8 /10

What differentiates PandaDoc DMS from other similar products?

PandaDoc is affordable and easy to use. Easy to import documents and set up a wide variety of fields for the customer to complete including text fields, signature, and date. We are easily able to track customer progress and search historical documents.

What is your favorite aspect of this product?

Best of all, all of the features we need the most in our small RV inspection business are included in the free version of the software. PandaDoc links easily with Square payments. Their tech support responded quickly when we had a problem setting up the

What do you dislike most about this product?

PandaDoc's payment interface is easy to use, but in my opinion would benefit from one further step with a button to confirm the payment information before sending the document to be signed and paid.

What recommendations would you give to someone considering this product?

Honestly, there is nothing much I would like to recommend. I find it one of the best software for DMS.

Pros

Reliable
Performance Enhancing
Trustworthy
Effective Service

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

Mark W.

A Great Document Management Solution For Business

Likeliness to Recommend

Pros

Francis G.

Appropriate Document Handling program

Likeliness to Recommend

Pros

ANjali G.

Simple Interface in Affordable Price

Likeliness to Recommend

Pros

Most Popular PandaDoc DMS Comparisons

Microsoft Sharepoint

Confluence

Adobe Document Cloud

Zoho WorkDrive

DocuWare

Dokmee DMS

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