Transitioning with Ease: From DocuSign to PandaDoc
Have you recently switched from DocuSign to PandaDoc? This 30-minute course will walk you through the similarities and differences of the two platforms. Ensure a smooth, efficient transition and understand the full potential of PandaDoc without missing a step by engaging in multiple lessons with videos, simulations, and content as well as knowledge checks to assess your understanding.
This course is designed for:
Users who switched from DocuSign to PandaDoc
By the end of this course, you’ll be able to:
- Identify the key features and typical workflow within PandaDoc
- Upload a Document to PandaDoc and add Fillable Fields
- Send a Document to recipients and track its progress
- Design Templates and Documents with the PandaDoc Editor
Availability:
Features shared in this course are available for Essentials, Business, and Enterprise Plans unless otherwise noted