PandaDoc Inc

PandaDoc DMS

Composite Score

7.8 /10

CX Score

8.1 /10

22 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 Document Management category

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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.

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

Document Hosting

Security and Access Control

Check Out Check in

Publication Workflow

Access Tracking

Editor Functions

Searchability

Version Control

Metrics and Reporting

Indexing and Classification

Vendor Capability Ratings

Average 82

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Breadth of Features

Ease of Customization

Ease of IT Administration

Business Value Created

Vendor Support

Availability and Quality of Training

Product Strategy and Rate of Improvement

Also Featured in...

Proposal Management

Score 8.4

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

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

PandaDoc DMS

What is PandaDoc DMS?

Company Details

Need Assistance?

Awards & Recognition

PandaDoc DMS Ratings

88 Likeliness to Recommend

1 Since last award

100 Plan to Renew

88 Satisfaction of Cost Relative to Value

5 Since last award

Emotional Footprint Overview

+94 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.

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.

Version Control Tracking of document versions with each iteration of document changes.

Metrics and Reporting This feature enables the DMS administrator to produce reports on the DMS, such as document volumes, document access, publication trends, etc.

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

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 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 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.

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.

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

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.

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.

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.

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

Liv C.

Quick to implement, very useful functionalities

Likeliness to Recommend

Pros

Craig H.

From Draft to Done: PandaDoc!

Likeliness to Recommend

Pros

Bailey R.

Effective for documentation management

Likeliness to Recommend

Pros

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Feature Ratings

Document Sharing

Document Hosting

Security and Access Control

Check Out Check in

Publication Workflow

Access Tracking

Editor Functions

Searchability

Version Control

Metrics and Reporting

Indexing and Classification

Vendor Capability Ratings

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Breadth of Features

Ease of Customization

Ease of IT Administration

Business Value Created

Vendor Support

Availability and Quality of Training

Product Strategy and Rate of Improvement