Learning Path: Quote-to-Payment
Want to close deals faster and deliver a seamless experience for your customers? Follow this learning path to become an expert in the Quote to Cash cycle using PandaDoc from start to finish..
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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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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Building Quotes with PandaDoc
Discover the benefits of building quotes with PandaDoc for error-free and efficient sales. In this 20-minute course, you'll learn how to set up your account for streamlined quote creation, customize interactive quotes to fit your business, and even collect payments directly from your Documents. (Learn more...)
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Processing Payments with PandaDoc
Are you interested in improving work efficiency and user experience by collecting signatures and payments directly within your sent documents? This 20-minute course is designed to help you gain the knowledge and skills needed to collect payments within your documents. (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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