As a member of the PandaDoc Onboarding team, I’m intimately familiar with the features of our product. Ask me to build a contract or configure a complicated workflow and I can have it done in minutes - but I know that’s not the norm. So, what’s my secret? Understanding many of the lesser known features and capabilities within PandaDoc. Here are my top five underutilized features in PandaDoc that you don’t want to miss.
Many of our users are moving to PandaDoc from an old school, Pen and Ink workflow or have tech averse clients, which can be difficult when you’re leveraging an eSignature platform.
To assist with this, PandaDoc allows you to manually change the status of a document from draft or viewed to completed or declined, enabling you to still close/complete documents. You can even upload documents that have been Printed, Signed, Scanned and sent back to you so they can be attached to the Sent PandaDoc document and stored safely within PandaDoc this also gives visibility for your recipients.
To do this, navigate to the three dots in your documents tab and click on change status (see below). You can then upload the scanned document and even notify your recipient that the document has been manually uploaded.
Already have fillable PDFs with form fields? Upload the PDF into PandaDoc’s template or document uploader and let our system automatically place fields like signatures, drop down boxes, and check boxes into your document.
Once you’ve uploaded a fillable PDF into PandaDoc, you’ll be greeted with a prompt asking you if you’d like to recognize these fields in your document. Simply click on ‘place fields’ and our system will size and format all of the fields necessary on your template or document. Cool, huh?
If your team is utilizing a CRM (Salesforce, Hubspot, Dynamics, etc.) for products or services, you can pull those products into a PandaDoc pricing table with just the flip of a switch. I often recommend teams do this to keep their CRM as the company's single source of truth - plus it also saves you from duplicating your workflow!
Click properties in a PandaDoc pricing table to see if your automatic import feature is turned on. To turn it on, toggle this switch and our system will populate your pricing table with any products that you have associated when you create a document from your CRM.
You won’t always know which products your client will need or select before your proposal or quote goes out the door. But, with PandaDoc’s multiple choice option in our pricing tables, you can give them the option to select or even upgrade their package option when it comes time to sign.
In a pricing table, right click on a section header and you’ll see recipient options listed with enable multiple choice listed to the right. By doing this, each product in this section will now be selectable by the client but they will be restricted to choosing just one option. Great for upgrade packages, annual vs monthly charges, or multiple product options.
5. Robust Template Gallery
There’s no reason to recreate the wheel when it comes to building content in PandaDoc. Our team has curated a list of the best templates you can add to your workspace and send out today. Whether you’re sending a proposal or creating a contract in PandaDoc, we have pre-built templates to speed up your workflow.
You can find our catalog of templates on our website or in our app under the templates tab labeled ‘template gallery’. Just click preview and + Save to my templates to begin customizing with your own branding and content.
Those are my top five favorite underutilized features in PandaDoc! What are yours? Leave them in the comments below.
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