Case Study: PandaDoc achieves higher feature adoption with Appcues

How PandaDoc drives feature adoption like a 6% jump in SMS usage

PandaDoc, a company that helps improve document workflows, wanted a better way to drive feature adoption and user actions without relying on engineers for every change. Using Appcues, its product and product ops teams created in-app experiences for onboarding, adoption, and upgrade nudges, with personalized targeting based on user role and plan.

Appcues helped PandaDoc launch targeted Flows and checklists that guided users through key actions, including onboarding steps and promoting underused features like SMS. The results included 400+ users completing every onboarding step and SMS adoption increasing from 3–5% per month to 9%, showing measurable impact from Appcues.

PandaDoc

Valeryia Baranava

Product Operations Specialist