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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    Stephen Kennedy commented  · 

    Loom video embed in PandaDoc documents is a vital feature that can greatly enhance the functionality and user experience of the platform. Here are my reasons why:

    Personalized Customer Experience

    Using Loom, we can create personalized video introductions for each proposal, significantly increasing engagement. Personalized videos help build a stronger connection with the recipient, as they can see and hear from the person behind the proposal. This personal touch has been proven to increase proposal execution rates by at least 20%.

    Streamlined Workflow

    Currently, embedding videos from YouTube, Vimeo, Wistia, or Vidyard involves a multi-step process that is time-consuming and inefficient. With Loom, the process is simplified:

    1. Record the video.
    2. Embed it directly into the proposal.
    3. Send it to the client.

    This streamlined workflow saves significant time and resources, allowing us to focus on more important tasks like client interaction and proposal refinement.

    Cost Efficiency

    Platforms like Wistia and Vidyard are expensive and limit the number of video embeds, adding unnecessary costs to our operations. Loom, on the other hand, is more affordable and offers a simple, cost-effective solution that doesn't compromise on quality or functionality.

    Enhanced Tracking and Feedback

    Loom provides detailed tracking and feedback mechanisms, allowing us to know when a client has viewed the video, commented on it, or interacted with it in any way. This feature is crucial for understanding client engagement and tailoring follow-up communications effectively.

    Industry Needs

    In industries where coordinating proposal review meetings with all stakeholders is challenging, video embeds offer an asynchronous solution that can convey complex information effectively without the need for real-time meetings. Loom's ease of use makes it the ideal tool for this purpose.

    Growing Popularity and User Preference

    Loom is rapidly growing in popularity and has become a preferred tool for many professionals. Its intuitive interface and quick setup time make it a favored choice over more cumbersome platforms like YouTube, Vimeo, or Wistia. By integrating Loom, PandaDoc can align itself with user preferences and stay ahead in the competitive landscape.

    Competitive Advantage

    Offering Loom integration can give PandaDoc a significant competitive advantage. Clients who prefer Loom will find PandaDoc more appealing, potentially increasing customer satisfaction and retention rates.

    Direct User Feedback

    As echoed by various users, the current alternatives are tedious and not user-friendly. Users have explicitly expressed their preference for Loom due to its simplicity, efficiency, and superior user experience. Listening to this feedback and acting on it will demonstrate PandaDoc's commitment to meeting user needs and improving its platform based on direct input.

    In conclusion, integrating Loom into PandaDoc is not just a nice-to-have feature but a critical enhancement that can streamline workflows, reduce costs, improve user experience, and ultimately lead to higher proposal success rates. I strongly urge PandaDoc to reconsider its roadmap and prioritize this integration to meet the evolving needs of its users.

    Stephen Kennedy supported this idea  ·