Panda Doc is well-known for its high-quality templates. They provide a variety of categories, and news cases, for their templates. And in this episode, we will be digging into these awesome features. We also tapped into how they deal with onboarding with their united teams and prioritize user experience for their customers.

Quotes from this episode

"The fanciest templates are the most popular. They have beautiful cover pages, pricing tables, and sample products, so you can just plug-and-play with those templates."

"Users like to start with something. They don’t want to start with a blank document. So if you show them the template gallery, they are more likely to interact with the application.

Show notes

[3:28] What does onboarding on PandaDoc look like?

[4:28] Onboarding for Panda Doc is about the user experience and how PandaDoc helps them achieve their business goals.

[6:47] Is there a guiding metric that they consider for measuring success?

[9:39] How are they able to unite teams, fuse ideas, and give feedback in each department at PandaDoc?

[12:54] Do they have product-qualified leads?

[16:51] Eugenia explains their process of creating templates and setting up their designs.

[23:06] Eugenia shares some of the potential projects that they are working on.

About Eugenia Brown

Eugenia is hands down one of the backbones of PandaDoc. She always seeks quality outcomes, and her creativity serves as an outlet for the company's potential growth. Eugenia loves to work with her colleagues, helping fast-scaling teams accelerate their ability to create. And one fun fact about her is her love for dogs. She has a dog named Gryffindor who likes to chase butterflies.