Optimizing PandaDoc for HR Professionals
This is a guided learning path of courses recommended to optimize your use of PandaDoc, streamlining your workflows & leveling up your Templates and Documents.
Document Bundling
Enhance and expedite your customer's signing experience by using Document Bundling. In this 20-minute course, you will learn how to send several Documents simultaneously as a package and have them signed and stored separately using the Document Bundling feature. (Learn more...)
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Using Smart Content
Adding Smart Content to your Templates automates part of the process of sending Documents to clients, ensuring consistency across your team while making every Document personalized to the client. In this 20-minute course, you’ll learn how to leverage the power of pre-selected content, Variables, and conditional logic to personalize your Documents more quickly. (Learn more...)
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Real-Time Negotiation & Collaboration
Discover the art of handling contract negotiation processes with PandaDoc. This 30-minute course will enable you to confidently manage the negotiation process, from activation to overseeing the entire journey of incorporating and managing suggested edits within a Document. (Learn more...)
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