Using Smart Forms
Discover how to gather information from multiple recipients and automatically generate and send documents for signature using Smart Forms. This 25-minute course will guide you through setting up interactive forms within PandaDoc and sharing them with your recipients. (Learn more...)
Using Smart Forms
Discover how to gather information from multiple recipients and automatically generate and send documents for signature using Smart Forms. This 25-minute course will guide you through setting up interactive forms within PandaDoc and sharing them with your recipients. Additionally, you'll master the automation of document generation and sending once a form has been filled out, saving you time and enhancing your workflow efficiency. With included videos and practice opportunities, you'll gain confidence in creating your own forms moving forward.
This course is designed for:
PandaDoc users who wish to collect information from multiple recipients, automatically generate document drafts for internal approval based on form responses or automatically generate and send documents for signature from the responses
By the end of this course, you will be able to:
- Enable Smart Forms in your workspace
- Identify the different options for creating and designing a Smart Form
- Describe the process of setting up automatic document generation based on form submission
- Track form responses
Plan Availability:
Business & Enterprise