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

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Awards & Recognition

PandaDoc DMS won the following awards in the Proposal Management category

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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

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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

Aïcha B.

Role: Operations
Industry: Other
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2023

Perfect tool if you need a lot of customization!

Likeliness to Recommend

8 /10

What differentiates PandaDoc DMS from other similar products?

Customization, template creation, workspaces

What is your favorite aspect of this product?

You can create templates which contain customer sections user have to choose. It render the document creation so easy and really fast!

What do you dislike most about this product?

The formatting is not really user friendly and the token edition as well.

What recommendations would you give to someone considering this product?

If you need a lot of features and customization, as well as templates then PandaDoc is the perfect tool for you!

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Cons

Less Generous

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

Validated Review

Anonymous Reviewer

Submitted Feb 2025

"Signficant value add when creating a proposal"

Likeliness to Recommend

10 /10

Pros

Reliable
Enables Productivity
Helps Innovate
Continually Improving Product

Clio I.

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

Validated Review

Verified Reviewer

Submitted Feb 2025

Great software for generating proposals and quotes

Likeliness to Recommend

9 /10

What differentiates PandaDoc DMS from other similar products?

ease of use, customisable templates

What is your favorite aspect of this product?

ease of use

What do you dislike most about this product?

sometimes a bit buggy

What recommendations would you give to someone considering this product?

look into training

Pros

Trustworthy
Efficient Service
Effective Service
Caring

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

Aïcha B.

Perfect tool if you need a lot of customization!

Likeliness to Recommend

Pros

Cons

"Signficant value add when creating a proposal"

Likeliness to Recommend

Pros

Clio I.

Great software for generating proposals and quotes

Likeliness to Recommend

Pros

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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