PandaDoc vs Docentric AX Comparison: Everything You Need to Know Before Choosing

Docentric AX is a reporting and document design add-on for Microsoft Dynamics 365 Finance and Supply Chain Management and its predecessor, Dynamics AX, developed by Docentric, a Slovenian software company. The product helps organisations create and maintain custom business documents such as invoices, purchase orders, sales confirmations, packing slips, cheques and labels, as well as operational reports. It addresses a well-known pain point for Dynamics users: designing and modifying documents with standard SQL Server Reporting Services tooling typically requires developers, and even modest changes to layouts or branding can become time-consuming projects. Docentric AX approaches this by allowing report templates to be designed in Microsoft Word, a tool familiar to business users, so that functional consultants and power users can adjust layouts without extensive development work. Key capabilities include template design in Word with data fields from Dynamics, support for multiple languages and legal entities, conditional content, barcodes and QR codes, and dynamic images such as logos and signatures. Beyond design, Docentric AX significantly extends print management and document distribution, enabling documents to be emailed with customisable email templates, saved to SharePoint or Azure Blob storage, printed, or archived automatically. Features such as electronic signing of PDFs, merging of attachments, document routing rules and print destination enhancements help automate document workflows. Docentric also provides tools for label printing and for replacing standard SSRS reports with Word-based alternatives while preserving existing business logic. A free edition covers a subset of functionality, with paid editions unlocking advanced features for larger or more demanding implementations. The product is installed within the Dynamics environment and deployed through standard lifecycle processes, making it suitable for cloud-hosted Dynamics 365 implementations. Typical users include Dynamics partners, consultants and enterprise organisations in manufacturing, distribution, retail and services. Pricing is not published in this listing, and no free trial or free version details are provided here.