What's New This Week

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Rocky Dohmen

• January 08, 2021 17:06
• Edited

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 

• Chaos to control: How to help your team move fast while preventing costly mistakes

  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. 

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• 

  Rocky Dohmen

  • October 09, 2020 12:37
  • Edited

  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:

  • Document design in videos
  • Salesforce Integration Classic
  • Salesforce Integration Lightning

  Latest from Unleashed:

  • Put the “success” in Customer Success - Unleashed

  Newest Product Updates:

  • Inline comments are here to make collaboration easy
  • Attach files to your documents and templates

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• 

  Rocky Dohmen

  • October 16, 2020 12:33

  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:

  • Introducing: PandaDoc Customer Community
  • PandaDoc for Marketers: Sales enablement made simple

  Help Center Updates:

  • Document design in videos
  • Salesforce Integration Classic
  • Salesforce Integration Lightning

  Featured Product Updates:

  • PandaDoc for HIPAA compliance
  • Gain more control over your documents with new HubSpot integration features
  • New Salesforce integration update takes the effort out of building and sending docs

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• 

  Rocky Dohmen

  • October 23, 2020 15:54

  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:

  • PandaDoc for Marketers: Sales enablement made simple

  Training:

  • Self Paced Onboarding
  • Transitioning to Editor 2.0
  • Salesforce: Foundations

  Featured Product Updates:

  • Inline comments are here to make collaboration easy
  • Pricing tables: reimagined
  • Gain more control over your documents with new HubSpot integration features

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• 

  Rocky Dohmen

  • October 29, 2020 19:50

  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!

  • Zapier 
  • HubSpot 

  Help Center:

  • Content Library - Multi-Select Library Items

  Featured from Unleashed:

  • Admin edition: Upgrade how deals get done 
  • Smart document organization: find docs faster with Tags

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  Rocky Dohmen

  • November 06, 2020 17:58

  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:

  • Step up your designs with our new Canva Integration

  New on Forums:

  • Troubleshooting your Zapier setup with PandaDoc
  • Using Custom Columns in a PandaDoc Pricing Table

  Keep it Spooky 

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• 

  Rocky Dohmen

  • November 13, 2020 19:44
  • Edited

  11/6/2020

  Upcoming Webinar Alert!

  • Siloed from Sales: Break team barriers to form a kick-ass revenue engine

  Help Center Updates:

  • Mobile App Update: Self-Signin - upload and sign

  Product Updates:

  • Add recipients and assign fields in a flash 
  • Step up your designs with our new Canva Integration 

  New on Forums:

  • How to Create and Manage a new Workspace

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  Rocky Dohmen

  • December 04, 2020 14:54

  NEW - 11/13/2020

  New on Forums:

  • PandaDoc Fields: Tips and Tricks

  Product Updates:

  • Add recipients and assign fields in a flash 
  • Step up your designs with our new Canva Integration 

  Upcoming Webinar Alert!

  • Siloed from Sales: Break team barriers to form a kick-ass revenue engine

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• 

  Rocky Dohmen

  • December 11, 2020 18:24

  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  

  • eSigning for Google Docs and Gmail attachments

   Help Center 

  • PandaDoc for Word

   Forums 

  • How to correct your recipient’s name or email on a sent document
  • PandaDoc + Google: From Docs to Drive and now Email
  • PandaDoc Features To Help Make Remote Work Painless 
  • PandaDoc + Microsoft: Dynamics, Word and More

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  Rocky Dohmen

  • December 22, 2020 18:31

  12/11/2020

   Training 

  • Integrations: Pipedrive

   Unleashed 

  • Chaos to control: How to help your team move fast while preventing costly mistakes

   Product Updates 

  • Introducing the Salesforce Product Mapping Integration

    Help Center 

  • Salesforce: Mapping products to pricing tables and pricing table sections

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  Rocky Dohmen

  • December 24, 2020 14:04

  12/18/2020

  Product Updates 

  • 2020 Product Recap

    Help 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 

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• 

  Rocky Dohmen

  • January 08, 2021 17:02

  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 

  • Introducing PandaDoc for Microsoft Word

   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?

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