PandaDoc Inc

PandaDoc DMS

Composite Score

8.4 /10

CX Score

8.5 /10

21 Reviews Write a Review

Claim Software

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 Proposal Management category

Filter By

5 Top Rated Capabilities

3 Top Rated Features

Latest Award, 2024

3 Top Rated Capabilities

3 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.

93 Likeliness to Recommend

1
Since last award

95 Plan to Renew

2
Since last award

77 Satisfaction of Cost Relative to Value

5
Since last award

Product Experience

Negotiation and Contract

Conflict Resolution

Strategy & Innovation

Service Experience

undefined

{y}

{name}

Emotional Footprint Overview

Product Experience:: 98%
Negotiation and Contract:: 85%
Conflict Resolution:: 94%
Strategy & Innovation:: 94%
Service Experience:: 95%

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

0% Neutral

100% Positive

Pros

Reliable
Performance Enhancing
Enables Productivity
Saves Time

Feature Ratings

Average 85

E-Signature

Notifications

Contract Management

Share & Track

Document Management

Project Management Workflow

Content Residency

Redlining

Templates

Tasks and Workflow Management

Proposals and SOWs

Vendor Capability Ratings

Average 83

Usability and Intuitiveness

Ease of Implementation

Vendor Support

Quality of Features

Ease of IT Administration

Breadth of Features

Business Value Created

Product Strategy and Rate of Improvement

Ease of Data Integration

Ease of Customization

Availability and Quality of Training

Also Featured in...

Document Management

Score 7.7

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

PandaDoc DMS Reviews

Role: Public Sector
Industry: Healthcare
Involvement: End User of Application

Validated Review

Anonymous Reviewer

Submitted Oct 2023

A Lifesaver in Proposition Management

Likeliness to Recommend

10 /10

Pros

Enables Productivity
Efficient Service
Client Friendly Policies
Fair

Dominik N.

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

Validated Review

Verified Reviewer

Submitted Sep 2023

Effortless Document Generation

Likeliness to Recommend

9 /10

What differentiates PandaDoc DMS from other similar products?

The software is easy to use, which benefits both experienced users and newbies. Finding necessary tools and functionalities is simple because of the interface's orderly organization and cleanliness. The large library of templates and reusable content greatly expedites the generation of documents. For instance, you can use the pre-designed templates to quickly create a sales proposal or contract. Many third-party programs are seamlessly integrated with PandaDoc DMS. Connecting to these technologies enhances your workflow, whether you use cloud storage services, CRM systems, or accounting software.

What is your favorite aspect of this product?

PandaDoc DMS has an impressive user-centric approach. The software's developers have a thorough understanding of the document management needs of professionals and have crafted a holistic solution that includes e-signatures, document tracking, and analytics. The software's developers have a thorough understanding of the document management needs of professionals and have crafted a holistic solution that includes e-signatures, document tracking, and analytics. This makes it an ideal tool for anyone who handles documents regularly.

What do you dislike most about this product?

When managing extremely large documents, PandaDoc DMS may occasionally have some minor performance problems. An important improvement would be to increase the system's capacity to manage such documents more effectively.

What recommendations would you give to someone considering this product?

Having worked extensively in the field for many years, I can attest that a reliable Document Management System (DMS) can make all the difference. I had the opportunity to explore PandaDoc DMS, and it has certainly left a remarkable impression. Its user-friendly interface, extensive template library, and integration capabilities are remarkable. While there are minor performance concerns with very large documents, they do not overshadow the overall benefits of this comprehensive DMS. It's a powerful tool that enhances productivity and precision in document management.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Amy F.

Role: Consultant
Industry: Not for Profit
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Aug 2023

Likeliness to Recommend

10 /10

Pros

Respectful
Caring
Saves Time
Friendly Negotiation

PandaDoc DMS

What is PandaDoc DMS?

Company Details

Need Assistance?

Awards & Recognition

PandaDoc DMS Ratings

93 Likeliness to Recommend

1 Since last award

95 Plan to Renew

2 Since last award

77 Satisfaction of Cost Relative to Value

5 Since last award

Emotional Footprint Overview

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love PandaDoc DMS?

Chart

Pros

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

E-Signature Native e-signature capabilities and/or integrations to 3rd party e-signature solutions.

Notifications Tool alerts business of an application generated event.

Contract Management Tracking and creation of proposals and RFP responses within the approval process

Share & Track Share proposals with prospects, tracking the engagement and activity, also offering audit trails.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Project Management Workflow Enabling tracking of end-end processes to complete an RFx response achieving import/export functionalities and automating project intake/delivery.

Content Residency Vendor ability to store content via library to centralize, deduplicate, link, and manage answers to "common" RFx questions.

Redlining Ability to redline agreements, with version control, and across various document formats.

Templates Tool provides a set of pre-made templates you can use and distribute instead of creating new ones for every situation.

Tasks and Workflow Management Includes the ability to assign tasks to project personnel and automate workflow between users with control points and sign-offs.

Proposals and SOWs Management of monetary RFP proposals and statements of work that track and outline project deliverables between buyers and sellers.

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

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 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.

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.

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

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.

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.

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.

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

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.

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.

Also Featured in...

Document Management

PandaDoc DMS Reviews

A Lifesaver in Proposition Management

Likeliness to Recommend

Pros

Dominik N.

Effortless Document Generation

Likeliness to Recommend

Pros

Amy F.

Likeliness to Recommend

Pros

Most Popular PandaDoc DMS Comparisons

QorusDocs

Responsive

Loopio

Proposify

Qwilr

Qvidian

1
Since last award

2
Since last award

5
Since last award

Feature Ratings

E-Signature

Notifications

Contract Management

Share & Track

Document Management

Project Management Workflow

Content Residency

Redlining

Templates

Tasks and Workflow Management

Proposals and SOWs

Vendor Capability Ratings

Usability and Intuitiveness

Ease of Implementation

Vendor Support

Quality of Features

Ease of IT Administration

Breadth of Features

Business Value Created

Product Strategy and Rate of Improvement

Ease of Data Integration

Ease of Customization

Availability and Quality of Training