Why Office Hours?

Last week, we discussed the value and impact of PandaDoc Customer Support. Today, we will review another great resource available to your team – Office Hours. Here at PandaDoc, we understand that you’re busy. With that in mind, we don’t want to add anything extra to your day that wouldn’t provide value for your team. Ultimately, we want to help you and your team maximize adoption of PandaDoc and win every day you use it. 

A great example of a time when you may want to utilize Office Hours is if you signed up for one of our live classes, but there are a few days until the class and you need assistance before the class. With Office Hours, you can jump in, receive some guidance, and have your questions addressed. 

It doesn’t matter if you are brand new to using PandaDoc, or if you have been using PandaDoc for a while, Office Hours are for you! During an Office Hours session, a member of our Learning Services Team will be happy to assist with your questions. You will have the opportunity to share your screen and discuss what you are working on during the session. 

The Value Of Office Hours

You may find yourself asking, ‘Is Office Hours really worth my time?’ Yes, it definitely is! I have been able to join and host various Office Hours sessions provided by PandaDoc and address various questions. They can range from asking how to use our CRM integrations to how to create a document from a template to formatting blocks and fields on a document. No matter the question, our team is ready to help.

However, I don’t want you to just take my word for it. Let’s look at some of the feedback from recent attendees of our Office Hours sessions. 

‘I have always enjoyed my office hours time! I feel like you get to really focus your attention on specific niche items. I have also had the opportunity to work with numerous different employees and each one brings their best to the table. I have had demos and walkthroughs of so many features as well as advice on customer communications. Office hours is a huge help in learning PandaDoc and trying out new features.’ - Danielle

‘The office hours were helpful for us to troubleshoot some questions we had while using Pandadoc.  It was nice to have a live person to talk to to really go through our specific questions in a timely manner.’ - Whitney

‘Being new to using PandaDoc I have found the Office Hours sessions to be extremely helpful.  I appreciate the ability through Office Hours to easily connect with a PandaDoc expert in a forum whereby questions can be discussed, and learnings directly applied.  I’d like to give a shout out to the Office Hours team; specifically, Christopher Ragland for the exceptional support he provided during these sessions.  Christopher was instrumental in helping me to gain a better understanding of key processes such as transferring ownership of documents, embedding variables, and creating linkages between documents and/or applications.  Great Job, Christopher!  I really appreciate the support you and the Office Hours team provide.’ - Mike

Recap & What’s Next

Do you have a few questions about PandaDoc that you would like to discuss live with someone? If you or one of your team members does, join one of our Office Hours sessions. You won’t regret it.

I want to add a disclaimer here that our Office Hours are not designed to assist with technical troubleshooting. If you encounter errors in your workflow with the product, then our Support Team will be happy to help. Also, if one of our team members isn’t able to resolve your question during the session, you can count on us to follow up in a timely manner with an answer. 

Next week, we will discuss the value of your PandaDoc Account Team. Your account team is available every step of the way to help you examine your workflow and maximize adoption of PandaDoc.