PandaDoc Onboarding

PandaDoc provides end-to-end document management, from creation to e-signature. Its onboarding is divided into three simple steps. First, you create your account. Then, you choose from ready-made templates like proposals or contracts, or upload your own.

Finally, you add recipients to send and track documents. The interface is clean and the flow is clear, helping users get started without confusion. It’s designed to help you send your first document in minutes.

Get Your SaaS App Designed Visit Source

More to explore

Canva Onboarding

An inviting, visually-led onboarding that guides users through template selection and tool capabilities with minimal friction and strong visual cues.

Asana Onboarding

Discover Asana’s intuitive onboarding flows to streamline team setup and ensure smooth project transitions.

Notion Onboarding

Notion personalizes onboarding to meet user needs, boosting engagement and encouraging long-term use.

User Pilot Onboarding

Adaptive onboarding with dynamic tooltips, modals, and checklists. Personalizes flows based on user actions and behavioral cues.

Sprout Social Onboarding

Uses a clean setup wizard and educational prompts to streamline account linking and dashboard familiarity for social media teams.

Gridle Onboarding

Minimalist flow with illustration-led guidance. Focuses on role-based journeys and simple form-based task orientation.

Habstash Onboarding

Bright, goal-oriented onboarding path with financial guidance elements. Uses illustrative storytelling to build trust in a complex domain.

Slite Onboarding

Frictionless setup using a conversational tone, inline tutorials, and collaborative space introductions for first-time users.

Userflow Onboarding

Code-free, structured onboarding with tooltips and task checklists. Prioritizes user autonomy and progress visibility.

Customer.io Onboarding

Onboarding flow tailored for marketers with guided walkthroughs on campaign setup, segmentation, and automation logic.

Remento Onboarding

Emotionally engaging onboarding with a storytelling approach. Incorporates family photos and memories to make setup feel personal.

Aimfox Onboarding

Efficient onboarding with bold CTAs and product tours. Emphasizes value proposition and helps users launch outreach quickly.

Agree Onboarding

Focuses on action-led onboarding — simplifies document e-signing with clear steps, minimal design, and smart form fields.

Athina AI Onboarding

Intuitive and sleek onboarding with AI-powered hints. Tailors the product walkthrough to boost user productivity from the first login.

Got an idea on your mind?

We’d love to hear about your brand, your visions, current challenges, even if you’re not sure what your next step is.

Let’s talk