Building digital document web–service for pandadoc
PandaDoc was growing fast, serving thousands of teams who relied on it daily to send proposals, quotes, and contracts. Our challenge was to evolve the product experience to be faster, smarter, and more collaborative, while keeping it intuitive for new users.
Year: 2017–2019
Discovery, Research, Sketching, Ideation, Design system, Visual design, Prototyping
As PandaDoc grew, the product needed to scale in multiple dimensions:
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Expand beyond the web app and offer a mobile-first experience;
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Support enterprise-level workflows like bulk sending, automation, and integrations;
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Keep the Editor experience smooth and intuitive, even as new features were added;
- Deliver consistent, reliable UI across the platform as the team scaled rapidly.
As a Product Designer, I worked across nearly every corner of the product — from mobile to integrations to the core Editor experience. One of my first big initiatives was leading the design and launch of PandaDoc’s mobile app, bringing the platform to iOS and Android users and enabling document workflows on the go.
I also took on some of the product’s most complex challenges, such as designing Bulk Send, which allowed enterprise customers to send large volumes of documents quickly and reliably. Alongside this, I worked on refining the Editor experience — introducing features like reminders for fillable inputs, which significantly increased recipient engagement and completion rates.
Beyond the core product, I helped shape third-party integrations and designed template solutions tailored to customer needs, making it easier for teams to create, send, and manage documents at scale.
I actively participated in usability testing, conducted user interviews, and worked extensively with product metrics and tools like FullStory to evaluate live solutions and identify opportunities for improvement. I collaborated closely with developers, product managers, fellow designers, and company founders throughout the entire product development cycle — from ideation to implementation.
In September 2021, PandaDoc achieved unicorn status, becoming a $1B company — a milestone I was proud to contribute to through years of product evolution and growth.
At PandaDoc, I learned to think of a product as a living organism, not just a set of screens. I discovered that even well-intentioned design solutions must be measured, challenged, and sometimes revisited to truly achieve their goals and move the right metrics.