PandaDoc Inc

PandaDoc DMS

Composite Score

8.1 /10

CX Score

8.2 /10

15 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.

91 Likeliness to Recommend

3
Since last award

93 Plan to Renew

82 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.

+92 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

Document Management

Project Management Workflow

Share & Track

Integrations

Dashboard and Analytics

Redlining

Content Residency

Tasks and Workflow Management

Vendor Capability Ratings

Average 84

Ease of Implementation

Vendor Support

Usability and Intuitiveness

Ease of IT Administration

Quality of Features

Ease of Data Integration

Breadth of Features

Product Strategy and Rate of Improvement

Business Value Created

Ease of Customization

Availability and Quality of Training

Also Featured in...

Document Management

Score 7.8

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

PandaDoc DMS Reviews

Sheryl J.

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

Validated Review

Verified Reviewer

Submitted Jan 2025

Generates efficiency and Increases productivity.

Likeliness to Recommend

6 /10

What differentiates PandaDoc DMS from other similar products?

Prior to PandaDoc, we had an internal solution utilizing Google documents to create our own business proposals. This was often time-consuming as everything had to be implemented manually. Whereas in utilizing PandaDoc, it integrates all the data information from our internal database, automatically plugging them in. Therefore, this software has increased business productivity, efficiency, along with accuracy.

What is your favorite aspect of this product?

This software is 90% automated in regards to creating efficiently generated proposals: The only data necessary to manually plug in are any modifications that you would like to implement. Therefore this software has increased business productivity, efficiency, along with accuracy.

What do you dislike most about this product?

It does require much time to learn and may not always be user-friendly for first timers. It takes a while to get used to all the tricks of the software, however once you learn the ropes, you highly benefit from its efficiency.

What recommendations would you give to someone considering this product?

Be prepared to invest much time into learning to navigate to software. However, once you do, it will all be worth the time spent.

Pros

Reliable
Efficient Service
Respectful
Security Protects

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

PandaDoc DMS

What is PandaDoc DMS?

Company Details

Need Assistance?

Awards & Recognition

PandaDoc DMS Ratings

91 Likeliness to Recommend

3 Since last award

93 Plan to Renew

82 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+92 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

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

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.

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

Integrations The workplace platform integrates with common business applications in which users do their work, such as Office 365, G-Suite, Salesforce, and Zendesk.

Dashboard and Analytics Configurable, click though, real-time dashboards for in-progress and executed contracts.

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

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

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

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

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.

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

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.

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.

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.

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.

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

Sheryl J.

Generates efficiency and Increases productivity.

Likeliness to Recommend

Pros

A Lifesaver in Proposition Management

Likeliness to Recommend

Pros

Dominik N.

Effortless Document Generation

Likeliness to Recommend

Pros

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Feature Ratings

E-Signature

Notifications

Contract Management

Document Management

Project Management Workflow

Share & Track

Integrations

Dashboard and Analytics

Redlining

Content Residency

Tasks and Workflow Management

Vendor Capability Ratings

Ease of Implementation

Vendor Support

Usability and Intuitiveness

Ease of IT Administration

Quality of Features

Ease of Data Integration

Breadth of Features

Product Strategy and Rate of Improvement

Business Value Created

Ease of Customization

Availability and Quality of Training