Prod-Pourri
Mapping the Road
Let the FORCE by with you
Selling Up
Panda Hodge Podge
100
When uploading an existing document into PandaDoc to be sent, which of the following elements can be added to the document before it is sent? (multiple choice) -Tokens -Blocks -Fields
Fields. "Uploaded Documents" "non native documents" may be the quick and easy way to send a document, however you lose the true power of PandaDoc's editor.
100
What are the two general sources of deliverability issues?
1.)System Restriction (IP restriction, Internal Spam Compliance) 2.)User Issue (Mail Filters, Missed Email, Deprioritized)
100
What is the name of the Salesforce field which is intended to store intelligence regarding ‘the reason why the client made the investment or the intended ROI’ with PandaDoc?
Vision
100
How do CSMs get attributed to upsell deals?
Adding an Opportunity Team member
100
Why the name PandaDoc?
The original vision of the company was to drive the modern business world to be paperless. Paper is from trees and Panda Bears, an endangered species, eat bamboo. Bamboo doesnt really make good paper, but a consultant we paid to analyze good company names thought PandaDoc rang well.
200
What is the name of the email address shown in the FROM line when sending docs from PandaDoc? AND if an issue resides in deliverability, on what plan would a client need to be on to customize this?
docs@pdoc.co . .. Upgrade to enterprise for whitelabeling feature
200
What is one best practice for a PandaDoc client to consider to combat recipients who may be accidentally set mail filters to archive PandaDoc sent contracts?
-Direct Users to have the responsibility for tracking contracts in the "viewed" dashboard component that have existed for an extended period of time -Other? Team vote!
200
What are the names of the two dashboards designed for CSM Use?
My CSM Dashboard CSM Team Dashboard
200
Why is it important to complete all of the fields on every upsell opportunity you are associated to?
-The information provides the details needed for Sales to close the deal effectively. -The information shows our involvement in the upsell process.
200
How many CSMs are currently employed today?
5! Hani, Jeff, Carina, Morgan....and Veronika who is on leave until 2018
300
Using Images with Catalog Items can be a great way to help a recipient visualize the product they are purchasing, however each PandaDoc Customer using catalogs within a template should be aware of one functionality problem when downloading a document. What is this known functionality issue when downloading documents with embedded catalog items?
The images do not display
300
What is real world example of how there could be revenue impact through proper consideration of notifications sent when a recipient opens a contract?
Client did a study in which they directed the team to call clients within 15 minutes following a "open" notification which increased the probability of close considerably.
300
On the Personal Project, which field identifies the criteria to complete a project?
Completion Identifier
300
What is the name of the Opportunity stage which should be identified if a client wants to talk pricing?
Negotiation
300
For the first year of PandaDoc's existence only two employees were employed on the support team, what are their names?
James and Betty
400
Name one business case on why a customer would use the attachment block?
Various! To append documents (like certificates or docs generated from other systems) to a contract. To leverage landscape capabilities.
400
What is the first thing that needs to be done on a roadmap review call?
Introduce the Customer Team at PandaDoc. Clients often forget that they have resources available for them, it's good for them to understand those resources and how you fit into the mix.
400
Describe the Difference between Customer Tier 1 and Tier 2.
-Tier 1 are clients over 200 employees + 10 licenses, over 7500, or strategic brands. We are looking to manage the full customer lifecycle (4 phases). -Tier 2 are clients within our demographic, that are believed to have the highest growth potential based on company profile, purchased licenses, and adoption. We are only looking to help deploy and expand (2 phases)
400
What two action items are CSMs seeking in order to transfer an upsell into an account executives name?
Schedule a Demo Price Negotiation Request
400
Josh G claims to be from a rough part of a US metro area. What is the name of that city,state?
Portland, OR
500
Can tokens be used within a content library item?
Hell Yes!
500
Our Editor 2.0 is focused on improving in two ways. 1.)Enhanced UX - More flexible options for design, less clicks 2.)Enhanced CPQ Functionality... What is one feature we are planning on adding in the future with regards to CPQ functionality?
Multipliers in Pricing Tables - The ability to include multipliers on a pricing table. i.e. I will buy 5 subscriptions of Product B for 24 months. Tiered Pricing - The ability to generate total price based on the amount of quantity identified by the user. i.e. If I buy 500 widgets I get a 20% discount which is automatically generated by PandaDoc. 'Exclusion Sections' or :Ability to generate Total Price by the radiobox selection of a particular line item. i.e. Users can Select Enterprise Plan --> total price for that line item
500
After each significant interaction with a client, which fields need to be updated by a CSM which allows CX management and all other PandaDoc employees to understand the current health status, and success metrics (intended ROI) for a client?
Vision Account Trending Account Trending Reason Account Trending Last Update Date
500
In the "About Your Company" slide on kick off decks and roadmap reviews, the goal is to uncover possibility for an edition upgrade and/or the addition of more users. Regarding adding more users, what are two underlying reasons why an organization adds more users (which is critical information on how to efficiently close a deal)?
More Users within current team (Upsell) New Users within new team (Cross Sell)
500
Serge and Mikita reportedly met because they were musicians in college. What instrument does Serge play?
Drums
M
e
n
u