What's New This Week
Each week this post will be updated with what's new in Community!
From Forums to Training to Help Center and everything in between.
NEW - 01/08/2021
We made it! 2021!! 🎉
Here's what's new with PandaDoc Community this week
Product Updates
- Signing your own documents just got smoother
- Follow up on-the-go: Close the deal faster with our newly-updated mobile app
- 2020 Product Recap
Unleashed
Forums
- Personalize and track mass marketing emails with PandaDoc + Bulk send
- 5 Ideas for Automating Your Workflow with Zapier
And a reminder, if you're looking for some On-Demand training you can find in-depth videos on PandaDoc Basics and Integrations here or you can head over and watch our latest On-Demand webinar offerings here.
-
10/02/2020
Top Forum Posts
- User Licenses vs System Roles: What's the difference?
- How to Customize Your PandaDoc Documents to Fit Your Brand
- Adding a Hyperlink to an Image
- Naming convention ideas: Templates, Library Items, and Documents
Help Center Updates:
Latest from Unleashed:
Newest Product Updates:
-
10/09/2020
Top Forum Posts
- Top 10 Basic Questions Asked of PandaDoc Support
- Salesforce: How to pull custom Products fields into the pricing table
- Leverage analytics in PandaDoc to prioritize your deals
- Content Management: 5 Uploaded Template Hacks to Make Your Life Easier
- PandaDoc: Using the Document Expire Date Variable
Latest From Unleashed:
Help Center Updates:
Featured Product Updates:
-
10/16/2020
Top Forum Posts
- How to set up a PandaDoc document to collect eSignatures
- 3 ways to flatten a PDF and make it look good in PandaDoc
- Increase Efficiency with Workspaces
- Zapier: Upload PDF to Google Drive when PandaDoc Documents are Completed
Latest From Unleashed:
Training:
Featured Product Updates:
-
10/23/2020
Top Forum Posts
- Snap a picture and sign with PandaDoc
- PandaDoc Content Library: a Breakdown and Best Practices
- How do I forward a PandaDoc Document?
- Basic browser troubleshooting
Training:
Learn all about two of our best Integrations!
Help Center:
Featured from Unleashed:
-
10/30/2020
Help Center Updates:
- Date Field Format and Options
- Salesforce: Mapping products to pricing tables and pricing table sections - Coming Soon!
Product Updates:
New on Forums:
Keep it Spooky
-
11/6/2020
Upcoming Webinar Alert!
Help Center Updates:
Product Updates:
New on Forums:
-
NEW - 11/13/2020
New on Forums:
Product Updates:
Upcoming Webinar Alert!
-
12/04/2020
Before we get to What's New This Week, we have a BIG Virtual Workshop coming up Learn How to Build Beautiful Templates on December 10th at noon eastern!!
Also starting Monday, December 7th the Training Team will offer Office Hours! So sign up and ask questions, get live answers, and learn best practices.
Product Updates
Help Center
Forums
-
12/11/2020
Training
Unleashed
Product Updates
Help Center
-
12/18/2020
Product UpdatesHelp Center- Common Issues with document Upload and Download
- Create Forms
- Publish forms
- Collecting signatures with forms
- How documents signed from forms are stored
Forums- PandaDoc Forms: Employee Time Sheets
- Add Cover Pages Anywhere In Your PandaDoc
- Templates vs. Content Library vs. Image Library - What’s the difference?
- Pre-Assign Roles to Create Documents Faster
- How to send your documents out for signature on the e-signature license
- How to Get Your Docs Signed Faster
- How To Assign or Re-Assign a User to a Standard, eSign, or Read Only License
- Link Sharing - Tips for When to Utilize this Sending Method
-
12/24/2020
Webinar News: Looking for some on-demand webinar knowledge? Well, now we got it! Head over to the webinar page and you can now not only sign up for the LIVE webinars but watch some from the past weeks! Cool, huh?Product Updates
Forums
- Assuring Email Delivery with PandaDoc
- Moving Business Forward
- Faster support with these tips
- Uploaded Templates vs. Uploaded Documents - What’s the Difference?
- PDF: How to edit the uneditable?
- How do I add a payment to a document?
- I create a document from a CRM and products aren’t pulled into the pricing table. Why?
Please sign in to leave a comment.
Comments
11 comments