PandaDoc DMS Logo
PandaDoc DMS Logo
PandaDoc Inc

PandaDoc DMS

Composite Score
7.8 /10
CX Score
8.1 /10
Category
PandaDoc DMS
7.8 /10

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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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.

88 Likeliness to Recommend

1
Since last award

100 Plan to Renew

88 Satisfaction of Cost Relative to Value

5
Since last award


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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.

+94 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
7% Neutral
93% Positive

Pros

  • Helps Innovate
  • Reliable
  • Enables Productivity
  • Unique Features

Feature Ratings

Average 84

Document Sharing

88

Document Hosting

87

Security and Access Control

87

Check Out Check in

86

Publication Workflow

84

Access Tracking

82

Editor Functions

82

Searchability

82

Version Control

81

Metrics and Reporting

79

Indexing and Classification

78

Vendor Capability Ratings

Average 82

Quality of Features

86

Ease of Implementation

85

Usability and Intuitiveness

83

Ease of Data Integration

83

Breadth of Features

82

Ease of Customization

81

Ease of IT Administration

81

Business Value Created

81

Vendor Support

79

Availability and Quality of Training

78

Product Strategy and Rate of Improvement

77

PandaDoc DMS Reviews

Liv C.

  • Role: Operations
  • Industry: Entertainment
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Feb 2025

Quick to implement, very useful functionalities

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

I have found Pandadoc much more user-friendly than some similar products, faster to train new hires, with an intuitive interface. The built-in assets library is very easy to populate, use, and keep updated.

What is your favorite aspect of this product?

My favorite use case for Pandadoc is for sending proposals. The embedded video in proposals has been a game changer, as is the assets library that allows for fast personalization of the presentations. It's very easy to keep everything in the right branding and voice, with great metrics to help understand what's driving revenue.

What do you dislike most about this product?

Some of the functionalities around redlining could be improved, as well as updating the versions as you work through those redlines with the buyer. More customizations in reporting would be helpful for those running less traditional sales cycles.

What recommendations would you give to someone considering this product?

You get what you give, so allow for time to fully ramp up in this product. Implementing the basic functions is easy and quick, but it's best to thoroughly plan out what you need in the templates and assets library to ensure you get the most out of the platform.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Performance Enhancing
  • Enables Productivity

Craig H.

  • Role: Human Resources
  • Industry: Manufacturing
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jan 2025

From Draft to Done: PandaDoc!

Likeliness to Recommend

8 /10

What differentiates PandaDoc DMS from other similar products?

For us, PandaDoc shines in HR processes. Onboarding is a breeze now—new hires get all their contracts and policy documents in one neat digital package. Instead of chasing down signatures or worrying about misplaced forms, we can see everything’s been signed and completed in real time. Similarly, when we renegotiate vendor agreements, PandaDoc ensures version control and simplifies approvals, even when different stakeholders are involved.

What is your favorite aspect of this product?

The template feature is a game-changer. We’ve created reusable templates for employment contracts, NDAs, and even shift schedules, saving hours that would have been spent drafting repetitive documents. What’s even better is the ability to customize these templates on the fly—making adjustments without starting from scratch.

What do you dislike most about this product?

If there’s one thing I’d tweak, it’s the document archiving options.

What recommendations would you give to someone considering this product?

For manufacturing HR teams or operations managers juggling a lot of paperwork, I’d recommend PandaDoc without hesitation. It’s user-friendly, integrates well with other tools like CRM software, and takes the headache out of managing documents. Plus, once you start using it, you’ll wonder how you ever managed without it.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Bailey R.

  • Role: C-Level
  • Industry: Media
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jul 2024

Effective for documentation management

Likeliness to Recommend

8 /10

What differentiates PandaDoc DMS from other similar products?

Document creation, editing, and management are easy with PandaDoc.

What is your favorite aspect of this product?

The quotation process is made easier with its seamless integration with various third-party applications. Using PandaDoc, we can easily see the whole sales quotation funnel.

What do you dislike most about this product?

With PandaDoc, I don't see any drawbacks because it fulfils all my requirements.

What recommendations would you give to someone considering this product?

To anyone considering, Go For It, Making and sending out expert documentation has never been easier than with Pandadoc.

Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Unique Features

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