Product design for PandaDoc

Services

Speeding up document workflows for 50k businesses.

Category

0->1 design

Client

PandaDoc

PandaDoc is a document automation software to streamline the process to create, approve, and eSign proposals, templates and contracts. PandaDoc is the #1 proposal, contract and document solution by G2.

PandaDoc is a document automation software to streamline the process to create, approve, and eSign proposals, templates and contracts. PandaDoc is the #1 proposal, contract and document solution by G2.

We wanted to build an extension that would serve as a valuable asset for current users promoting paid features and also will help us attract new users from the marketplace.

Research insights

“Have they already reviewed my proposal?”
Every successful sales rep tracks the updates of their proposals and materials shared. Ideally, they even track it real time and react as quickly as possible. Why? If a client opened a doc dozens of times and never got back – it may be the right time to offer them help.Users were confused with a number of emails with updates PandaDoc sent. It was hard to track the fate of individual documents in the product as well.

“I need to draft the docs real time during the calls”
Timing is of essence for sales and marketing reps. They often draft docs as they go over the requirements and solutions with the clients on the call. Navigating clunky and feature heavy desktop web app is not ideal for quick start of doc generation.

“There are too many templates and I usually need a few”
Some users needed to find a template quickly as they were drafting the document.Usually, there were dozens of templates and finding the right template required extra energy and attention while they were talking to a client at the same time.

Divide and conquer: project stages

After discussions with developers we decided to move “rich” notifications feature including the details users requested such as how much time viewer spent in the document to version 2 since it required a lot more resources.I designed a feature of “starred” templates for quick access to users' most commonly used templates on top. This feature was added to version 3 of the extension.

More than just product design

We recognized the importance of the Chrome Extension marketplace and content strategy for our PandaDoc Extension. We collaborated with marketing and branding teams to ensure that our messaging and branding aligned with our product.

Rolled out to beta testers

The PandaDoc Extension is an ongoing project. This extension was rolled out to a specific cohort of active users, the team will collect the data and make decisions on the next steps based on the market traction and feedback.

Metrics to be monitored further:
- Retention to the extension;
- Number of new accounts coming from the extension source;
- Conversion to paid of the new and current accounts coming from the extension source.

One of the first draft prototypes of the interaction inside the extension

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