PandaDoc Inc

PandaDoc DMS

8.1 /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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4 Top Rated Capabilities

6 Top Rated Features

Latest Award, 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.

91 Likeliness to Recommend

100 Plan to Renew

94 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+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

12% Neutral

88% Positive

Pros

Helps Innovate
Reliable
Enables Productivity
Unique Features

Feature Ratings

Average 85

Document Hosting

Access Tracking

Security and Access Control

Version Control

Document Sharing

Check Out Check in

Publication Workflow

Editor Functions

Searchability

Metrics and Reporting

Indexing and Classification

Vendor Capability Ratings

Average 84

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Business Value Created

Breadth of Features

Ease of Customization

Vendor Support

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Also Featured in...

Proposal Management

Score 8.2

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

PandaDoc DMS Reviews

Josef A H.

Role: Industry Specific Role
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jul 2022

PandaDoc is BETTER, CHEAPER, FASTER!

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

The ease of creating documents, modifying and distributing them

What is your favorite aspect of this product?

Speed and accuracy

What do you dislike most about this product?

sometimes I have to wait for a service rep

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Mark W.

Role: Finance
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2022

A Great Document Management Solution For Business

Likeliness to Recommend

9 /10

What differentiates PandaDoc DMS from other similar products?

When it comes to document management, PandaDoc DMS offers great features including e-sign, create, send, track, design, and much more. There is a lot we can do with this software

What is your favorite aspect of this product?

I like the ability to create, design, send and track document. The ability to sign documents online is a plus. The software is affordable and so easy to use

What do you dislike most about this product?

PandaDoc DMS hasn't malfunctioned for the last 3 years

What recommendations would you give to someone considering this product?

For a proper business document management, try PandaDoc DMS. It has all the features a business needs and more. It's affordable too.

Pros

Helps Innovate
Reliable
Performance Enhancing
Unique Features

Francis G.

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

Validated Review

Verified Reviewer

Submitted Sep 2021

Appropriate Document Handling program

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

PandaDoc DMS has a document scanning feature, that allows an easy sharing of documents in digital format. Moreover, the modification or documents through editing has been enhanced by PandaDoc DMS, making the content updated or eliminated.

What is your favorite aspect of this product?

PandaDoc DMS offers storage space, for every document, and the mechanisms for access are strict, and well elaborate to be followed. Furthermore, PandaDoc DMS has simplistic installation and running mechanisms that typical users can easily comprehend.

What do you dislike most about this product?

PandaDoc DMS is readily accessible, usable, and flexible. The satisfaction that PandaDoc DMS provides to businesses regarding the document safety and mobility is paramount.

What recommendations would you give to someone considering this product?

PandaDoc DMS will make the business have an easy management plan for all the documents. The editing and storage features from PandaDoc DMS are operational and specific in their tasks. The plight of the business accessibility and mobility of any document has been well enhanced.

Pros

Continually Improving Product
Performance Enhancing
Enables Productivity
Trustworthy

PandaDoc DMS

What is PandaDoc DMS?

Company Details

Need Assistance?

Awards & Recognition

PandaDoc DMS Ratings

91 Likeliness to Recommend

100 Plan to Renew

94 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

Document Hosting Centralized hosting of electronic documents, allowing the ability for contributors to upload to a secure area.

Access Tracking The tracking of document access, including who had opened it or downloaded it.

Security and Access Control Securing of electronic documents from unauthorized access and the ability to assign access to specific users or user groups.

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

Document Sharing Document sharing is the ability to share a document with those who have not been granted explicit access

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.

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.

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

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.

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.

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.

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.

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

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.

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...

Proposal Management

PandaDoc DMS Reviews

Josef A H.

PandaDoc is BETTER, CHEAPER, FASTER!

Likeliness to Recommend

Pros

Mark W.

A Great Document Management Solution For Business

Likeliness to Recommend

Pros

Francis G.

Appropriate Document Handling program

Likeliness to Recommend

Pros

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Feature Ratings

Document Hosting

Access Tracking

Security and Access Control

Version Control

Document Sharing

Check Out Check in

Publication Workflow

Editor Functions

Searchability

Metrics and Reporting

Indexing and Classification

Vendor Capability Ratings

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Business Value Created

Breadth of Features

Ease of Customization

Vendor Support

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training