Creating & Sharing Rooms

Creating & Sharing Rooms

Need a secure collaboration space for customers where documents can be shared simultaneously and accessed anywhere? Rooms is the answer. In this 30-minute course, learn to set up Rooms, add content, invite Members, and manage the Room. (Learn more…)

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About this course

Need a secure collaboration space for customers where documents can be shared simultaneously and accessed anywhere? PandaDoc Rooms is the answer. In this 30-minute course, learn to set up Rooms, add content, invite Members, and manage the Room. Throughout the multiple interactive lessons in this course, you'll watch videos, participate in simulations, view what the recipient experience is like, and answer knowledge check questions.

By the end of this course, you will be able to:

  • Recognize the benefits of using PandaDoc Rooms for different roles within your organization
  • Create a Room, add content, and invite Members
  • Assist recipients with viewing and signing documents in a Room 

Availability: 

  • Business plans (limited to 3 simultaneously published rooms)
  • Enterprise plans

About this course

Need a secure collaboration space for customers where documents can be shared simultaneously and accessed anywhere? PandaDoc Rooms is the answer. In this 30-minute course, learn to set up Rooms, add content, invite Members, and manage the Room. Throughout the multiple interactive lessons in this course, you'll watch videos, participate in simulations, view what the recipient experience is like, and answer knowledge check questions.

By the end of this course, you will be able to:

  • Recognize the benefits of using PandaDoc Rooms for different roles within your organization
  • Create a Room, add content, and invite Members
  • Assist recipients with viewing and signing documents in a Room 

Availability: 

  • Business plans (limited to 3 simultaneously published rooms)
  • Enterprise plans