By: Scott Podgor
Whenever an organization introduces a new platform, there is an expected learning curve that follows. Teams usually have to learn everything from square one, test out what they’ve learned, then incorporate these skills to their day-to-day. With each new tool, new policies and procedures are also put in place to keep everyone utilizing the platform correctly.
Oftentimes organizations have trouble managing their teams and monitoring their adoption of the new tools/platform, which can lead to a huge waste of time and energy. That’s why PandaDoc has several ways to monitor usage and gives visibility into your procedures. Advanced Reporting gives insight so you can see which templates are being used, and who is sending out documents using the system.
We see the most successful teams use the PandaDoc Dashboard as part of their daily routine. Here are some quick tips to help your team get ahead and stay ahead.
Old habits die hard. Many employees will revert back to previously created documents, make changes, copy and paste in the correct information and then send it to a client. Or, we see some users that have a tendency to upload documents they have to create outside of PandaDoc instead of using a template to keep everything in one place. This limits the functionality of the editor and bypasses the branding standards that have been set up.
So how do you re-train these employees who go rogue and ensure all policies and procedures are being followed?
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