PandaDoc Onboarding flow - 2017 vs 2024

In 2017 I went through and mapped out the onboarding flow for PandaDoc.

Then, 5 years later, I mapped it all out again to see what they changed.

PandaDoc's original onboarding was...bad.

It was a step-by-step walkthrough of their app with tool tips and checklists.

When you sign up PandaDoc NOW (as you'll see in the video below) the "onboarding" is engineered so that you end up with a WORKING document.

In other words..

Before, the onboarding was designed to educate you about the app.

Now, the onboarding is designed to help you achieve a specific outcome.

It's 1000x better in my opinion.

Here you can see the 2017 version (mapped out in Miro) and below you'll see my walkthrough of the updated version:

If you have a PLG SaaS, you will learn A LOT from the changes they've made.

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For SaaS Founders who want to scale $1MM+

Leaderboard (30-day)