Learning Path: PandaDoc Administrators
Responsible for managing your company's PandaDoc account? Follow this learning path to become a PandaDoc expert.
Getting Started: Account Owners & Admins (Interactive Recording)
Designed for all PandaDoc users with an Account Owner or Admin account role, this 60-minute interactive recording will walk you through setting up your workspace, an end-to-end overview of the basic template creation workflow, and how to send a document, while introducing you to the PandaDoc interface and key terms along the way. (Learn more...)
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Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. (Learn more...)
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Managing User Accounts
Watch this video to see how to manage user accounts and get an overview of Account Roles & License Types.
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Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
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PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
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Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
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Perfecting Your Product Catalog
Manage all of your products and services in one place using the PandaDoc Catalog. This 20 to 30-minute course is designed to help you understand how you can quickly add, manage, and organize products and services to add to your proposals and quotes. (Learn more...)
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Managing Your Content Library
Learn how to make the most of the PandaDoc Content Library to boost your team's work efficiency and maintain brand consistency in Templates and Documents. In this 20-minute course, you'll learn how to create Content Library items from scratch, upload your own content items to your Library and implement best practices for an efficient organization that allows your team to find items quickly. (Learn more...)
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Managing Your Workspace
Check out this video about how to manage your Workspace content efficiently.
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