Getting Started: Team Members
Designed for all PandaDoc users with a Team Member account role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with creating a Template and introducing you to the PandaDoc interface and key terms. 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 you can create and send your first Document!
This course is designed for:
All PandaDoc users with a Team Member account role
By the end of this course, you’ll be able to:
- Create a new Document from a Template using PandaDoc
- Use the tools to customize a Document or Template
- Send a Document to recipients for review and signing
Availability:
- Essentials, Business, and Enterprise plans