PandaDoc

N/A

I am the main administrator for the platform so I help with various processes such as editing documents, formatting, and other essential tasks to keep the process runnings smoothly. I onboard and train various teammates as they come on board with best practices, tips and tricks, and other things they need to know when creating and sending documents.

We don't have IT, but we have users who are familiar enough with the application to make updates to our contract shells, proposal shells, and other forms within PandaDoc. You don't need to be an IT expert to support the product. It is relatively easy to implement into your organization, and there are online courses to teach how to use the application. For advanced use, there is support and videos available.

Someone with a lot of patience and experience builds the templates and documents and the rest of us just use it to send out and review client documents for setup.

I support it by default

We do not have an internal team that supports PandaDoc.

Not applicable.

Special skills aren't necessary.

Good basic tech knowledge.

In our case, it's just me who is over pandadoc support when we're strictly looking in house. Luckily there's never any huge problems that I have to fix, but every now and then, something stops working properly for some reason...or a tutorial video needs to be sent out to our sales guys, but overall it's not too bad

All of the people using PandoDoc work to support it. We regularly will update our templates with new information or better copy. The technical skills needed are a little more than basic word processor skills. PandaDoc has good interface, but parts of it are a little clunky. The other main skill required is the ability to make an understandable and engaging document. So someone with a decent understand of or background in marketing who can take make your text understandable to the proposed customer.

the same team as the previous question, me in the Legal Dep. (I do must of the support for Pandadoc inside our company) and from the Sales team another person who knows how to use Pandadoc

Need to create templates, update products and catalogs. Three of us (myself, project manager and general manager) handle these aspects

Standard user ability with web applications. Very easy to admin.

Non tech skills

Marketing Specialists, Content Writers, Solution Engineers, Sales Managers.