Transitioning with Ease: From DocuSign to PandaDoc

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. (Learn more...)

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About this course

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

 

 

About this course

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