The PandaDoc Community has created a wealth of information available to you 24/7. Here are some tips to get the most out of the Help Center and Community Forum.
Search before posting
When you search, you’ll not only be searching our forums but also our extensive Help Center. As our community grows, so will the diversity of solutions for you to learn from! Our hope is that these conversations will provide you with solutions to similar problems you may encounter.
Read the PandaDoc Community Guidelines
If this is your first time in the community forum, it’s best to start by reading the community code of conduct to learn how to best collaborate with your peers. These guidelines provide the framework for a friendly place to share ideas, ask questions, and help each other.
Post into the proper topic
Posting in the proper topic ensures your question, idea, or discussion point gets to the best people to answer your question.
Outline of Topics of Discussion:
Admin tips & tricks and training best practices to set your team up for success.
Design & Branding
Discuss how you’ve personalized documents with your own branding, style and design to impress your clients.
Workflow & Process
Explore how companies like yours have given their team the ability to quickly create, send, and track documents through automated workflows.
Reporting & Analytics
Share & learn how to leverage data to make better business decisions.
Learn and share the ways you’ve integrated your tools with PandaDoc to create efficiencies and add automation throughout your organization.
PandaDoc success begins with a strong foundation. Learn about the benefits of configuring custom roles, using workspaces, custom settings, creating custom branding and see how other organizations like yours are doing it.
PandaDoc is used by a wide range of departments and teams. Learn and share how HR, Sales, Marketing, Customer Success are finding creative ways to use PandaDoc to improve document workflow, speed, and customer experience.
Subject lines are important
When creating a new post, it's important to have a useful and descriptive title. The search feature uses both the title and body when providing keyword search results. Uncorporate the feature/functionality you’re asking about as part of the title. For example: Approval workflows, signing orders, Salesforce integration, etc.
Details, details, details
In your post description, providing as much detail as you can (including screenshots) will help the community at large answer you quickly and accurately. What may seem straight-forward and simple to you, may be difficult to understand without detailed context. In our opinion, the more the merrier.
Happy collaboration! 😃😃😃
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