Getting Started: Account Owners & Admins
Designed for all PandaDoc users with an Account Owner or Admin user role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with setting up your account and workspace followed by creating a Template and introducing you to the PandaDoc interface and key terms along the way. (Learn more...)
Getting Started: Account Owners & Admins
Designed for all PandaDoc users with an Account Owner or Admin user role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with setting up your account and workspace followed by creating a Template and introducing you to the PandaDoc interface and key terms along the way. This multi-lesson course includes step-by-step videos, explanations of features, and simulations to try out these processes. Let's get you started so your team can start creating and sending Documents!
This course is designed for:
All PandaDoc users with an Account Owner or Admin account role
After completing this course, you will be able to:
- Configure your account and Workspace settings
- Create a new Template and Documents using PandaDoc
- Use the tools to customize a Document or Template
- Send a Document to recipients and track its progress
Availability:
- Essentials, Business, and Enterprise plans
Note: If you're using the Free eSign plan, please visit the Getting Started: Free eSign course for a more tailored experience.