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PandaDoc Inc

PandaDoc DMS

8.1 /10

16 Reviews Write a Review

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

Access Tracking

Document Hosting

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

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

PandaDoc DMS Reviews

Charles A.

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

Validated Review

Verified Reviewer

Submitted Aug 2022

Faster and higher quality documents!

Likeliness to Recommend

8 /10

What differentiates PandaDoc DMS from other similar products?

Content library, pricing tables, approval workflows, document customization.

What is your favorite aspect of this product?

Content Library

What do you dislike most about this product?

The approval work flow needs a feature to help nudge approvers, could also use a better approval dashboard to manage multiple approval levels.

What recommendations would you give to someone considering this product?

I would recommend this product to anyone who cares about improving their contracting processes. The templates, content library, standardization, and integration capabilities made me and my team put out higher quality documents faster and build an approval governance process

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Iceal G.

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

Validated Review

Verified Reviewer

Submitted Jul 2022

One of the best Proposal Document Management App

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

If you are like me, closing leads, checking and contacting client leads again and again manually. Then you have to stop what you are currently using. You see, Pandadoc is the easiest app out there that you can implement whether what kind of business you have. Additionally, you can automate this using Zapier. I've had so many clients that I've helped with their business process flow automation using Zapier and Pandadoc. What I love about this is that this app is widely used and known by different companies worldwide. So why bother trying other apps?

What is your favorite aspect of this product?

My favourite aspect of this product is that they have dynamic variables which you can use all over the template proposal of your document. Also, the notification when something happens on your proposal document is the core of this app. You can also add pricing tables to help your clients upsell your products seamlessly.

What do you dislike most about this product?

For the most part, it is its pricing. As a freelancer, my client wants to check for a specific integration and my account is only on the free plan, Which makes checking and testing those functionalities hard.

What recommendations would you give to someone considering this product?

I am a CRM Zapier Automation specialist. I help businesses automate their workflow, so I have used many apps that offer the same functionality for a proposal template document. However, using Pandadoc is one of the best experiences I've had. You can start an account, and you can be familiarized with everything for the whole day. It is a straightforward no, BS app, I assure you

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Jean M.

Role: Operations
Industry: Insurance
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Jul 2022

Great product! Makes my job easier

Likeliness to Recommend

10 /10

What differentiates PandaDoc DMS from other similar products?

Not sure, I haven't use other similar products

What is your favorite aspect of this product?

The ability to bulk send messages while customizing the message for each recipients. Variables are life savers

What do you dislike most about this product?

Editing is kinda limited, and when you convert your document to editable via PandaDoc, it doesn't always give you a replicate of what you had in Ms Words

What recommendations would you give to someone considering this product?

Just get it

Pros

Helps Innovate
Continually Improving Product
Enables Productivity
Effective Service

Latest Research

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

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

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.

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

Charles A.

Faster and higher quality documents!

Likeliness to Recommend

Pros

Iceal G.

One of the best Proposal Document Management App

Likeliness to Recommend

Pros

Jean M.

Great product! Makes my job easier

Likeliness to Recommend

Pros

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Title

Feature Ratings

Access Tracking

Document Hosting

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