Workshop: Building Quotes

In this interactive, live workshop, we will build engaging, informative, and uncomplicated quotes in minutes. Come prepared with what you would like to include in your quote so you can leave the session with your new quote Template! Items to consider preparing ahead of time include company products and services, pricing, product images, and payment software information. 

This course is designed for:

• All PandaDoc users creating quotes

Pre-requisite for this course:

• Required: Participants must have completed one of the Getting Started classes prior to attending this workshop
• Suggested:
  • Set up the integration between your CRM and PandaDoc, if applicable
  • Prepare any product information you want to add to your Catalog in PandaDoc or your CRM
  • Make sure to have easy access to your company’s font and branding guidelines 

By the end of this course, you will be able to:

• Add a product to the Catalog
• Set up a quote using the Pricing Table and Quote Builder blocks
• Connect payment integrations to your quote