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[separator] New to PandaDoc?
[separator] New to PandaDoc?
Welcome! We're so glad you're here. Select which Getting Started course fits your role and learning style best.
[Separator]
Getting Started: Account Owners & Admins
Getting Started: Account Owners & Admins
Designed for all PandaDoc users with an Account Owner or Admin user role, choose between a live class or on-demand course for an end-to-end overview of the basic Document creation workflow. (Learn more...)
Live On-Demand Fundamentals Getting Started
Getting Started: Team Members
Getting Started: Team Members
Designed for all PandaDoc users with a Team Member account role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with creating a Template and introducing you to the PandaDoc interface and key terms. (Learn more...)
On-Demand Fundamentals Getting Started
Getting Started: Free eSign
Getting Started: Free eSign
Quickly and easily send Documents for signature using PandaDoc. This 15-minute course will get you familiar with preparing and sending Documents and then explore how PandaDoc can help you automate tasks across your organization. (Learn more...)
On-Demand Fundamentals Getting Started
PandaDoc for HR Professionals
PandaDoc for HR Professionals
Optimizing your HR department's documentation workflow has never been easier. This course will introduce you to the use of beautifully branded Templates for job offers, promotion letters, and more that can be easily approved, tracked, bundled, and sent to your current and future employees. (Learn more...)
HR On-Demand Fundamentals Getting Started
PandaDoc for Sales Professionals
PandaDoc for Sales Professionals
Sales teams that use PandaDoc see a 36% increase in their close rate. In this 25-minute course, you will learn how to make the most of PandaDoc's features to increase your close rate and quickly get from quote to cash. (Learn more...)
On-Demand Fundamentals
Earn Your Document Creator Badge
Earn Your Document Creator Badge
Show off your Document creation skills by earning your creator badge!
Badge
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...)
On-Demand Fundamentals Getting Started
[separator] After Getting Started, What's Next?
[separator] After Getting Started, What's Next?
These courses will provide you with the foundational skills to execute the end-to-end document experience.
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Workshop: Creating and Designing Templates
Workshop: Creating and Designing Templates
*There are prerequisites for attending this workshop.* In this live workshop, we’ll guide you through the steps of creating a Template, from customizing the content and design to setting it up to fit your needs. To make the most of the time, come with ideas for Templates and content you want to incorporate. (Learn more...)
Live Fundamentals Workshop
Applying Themes & Branding
Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. (Learn more...)
On-Demand Fundamentals
Managing Document Recipients
Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
On-Demand Fundamentals
Creating & Applying Fields
Creating & Applying Fields
Unlock the full potential of PandaDoc's Document creation by mastering the art of using Fillable Fields. This 20-minute course will guide you through the use of the different types of Fillable Fields and the best practices for collecting essential information from your recipients. (Learn more...)
On-Demand Fundamentals
Creating & Using Variables
Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)
On-Demand Fundamentals
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals
[separator] Getting More Out of PandaDoc
[separator] Getting More Out of PandaDoc
Optimize your use of PandaDoc by using additional features and add-ons to save you time and streamline your document life-cycle.
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Building Quotes with PandaDoc
Building Quotes with PandaDoc
Learn how to quickly create quotes in PandaDoc using content blocks and our advanced quote builder.
Perfecting Your Product Catalog
Perfecting Your Product Catalog
Manage all of your products and services in one place using the PandaDoc Catalog. This 20 to 30-minute course is designed to help you understand how you can quickly add, manage, and organize products and services to add to your proposals and quotes. (Learn more...)
Intermediate On-Demand
Managing Your Content Library
Managing Your Content Library
Learn how to make the most of the PandaDoc Content Library to boost your team's work efficiency and maintain brand consistency in Templates and Documents. In this 20-minute course, you'll learn how to create Content Library items from scratch, upload your own content items to your Library and implement best practices for an efficient organization that allows your team to find items quickly. (Learn more...)
Intermediate On-Demand
Using Smart Content
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...)
Intermediate On-Demand
Real-Time Negotiation & Collaboration
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...)
Intermediate On-Demand
Document Bundling
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...)
Intermediate On-Demand
[separator] PandaDoc Administrators Corner
[separator] PandaDoc Administrators Corner
Your one stop shop for your PandaDoc administration needs.
Not currently available
[Separator]
Learning Path: PandaDoc Administrators
Learning Path: PandaDoc Administrators
Responsible for managing your company's PandaDoc account? Follow this learning path to become a PandaDoc expert.
9 Courses
Learning Path
Get Certified as a PandaDoc Administrator
Get Certified as a PandaDoc Administrator
Prove your PandaDoc Admin skills by getting certified! Show off your knowledge of the essential areas a PandaDoc Admin needs to be proficient in to set their team up for success!
block-scorm-progress Certification
[separator] Quote-to-Cash: PandaDoc for Sales Professionals
[separator] Quote-to-Cash: PandaDoc for Sales Professionals
These sales-specific learning paths and courses will provide you with the skills to speed up the sales cycle.
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Learning Path: PandaDoc for Sales Development Representatives
Learning Path: PandaDoc for Sales Development Representatives
This is a guided learning path of courses recommended for Sales Development Representatives.
7 Courses
Sales Fundamentals Learning Path
Learning Path: PandaDoc for Sales Representatives
Learning Path: PandaDoc for Sales Representatives
This is a guided learning path of courses recommended for Sales Representatives.
8 Courses
Sales Fundamentals Learning Path
Learning Path: PandaDoc for Sales Leaders
Learning Path: PandaDoc for Sales Leaders
This is a guided learning path of courses recommended for Sales Leaders.
4 Courses
Sales Fundamentals Learning Path
Optimizing PandaDoc for Sales Professionals
Optimizing PandaDoc for Sales 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.
6 Courses
Sales Intermediate Learning Path
[separator] Talent Management: PandaDoc for HR Professionals
[separator] Talent Management: PandaDoc for HR Professionals
Easily manage HR documents throughout the employee lifecycle.
[Separator]
Learning Path: PandaDoc for Recruiters
Learning Path: PandaDoc for Recruiters
This is a guided learning path of courses recommended for Recruiters.
9 Courses
HR Fundamentals Learning Path
Learning Path: PandaDoc for HR Ops Specialists
Learning Path: PandaDoc for HR Ops Specialists
This is a guided learning path of courses recommended for HR Ops Specialists.
10 Courses
HR Fundamentals Learning Path
Learning Path: PandaDoc for HR Leaders
Learning Path: PandaDoc for HR Leaders
This is a guided learning path of courses recommended for HR Leaders.
5 Courses
HR Fundamentals Learning Path
Optimizing PandaDoc for HR Professionals
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.
3 Courses
Intermediate HR Learning Path
[separator] Creating Efficiency with PandaDoc Integrations
[separator] Creating Efficiency with PandaDoc Integrations
These courses will walk you through how to set up and use integrations to reduce manual and redundant tasks.
[Separator]
Intro to PandaDoc CRM Integrations (live)
Intro to PandaDoc CRM Integrations (live)
Save time, improve work efficiency, and reduce Document errors by integrating your CRM with PandaDoc and simultaneously leveraging the benefits of each. This 45-minute live class will introduce you to the basics of integrating your CRM with PandaDoc and teach you how to directly pull data from your CRM, ultimately streamlining the Document creation process. (Learn more...)
Copper Live Salesforce Advanced Hubspot Pipedrive
Salesforce Integration: Foundations
Salesforce Integration: Foundations
The PandaDoc and Salesforce integration allows you to streamline your Document creation process by directly using the information you already have in your CRM in your PandaDoc Documents. This 45 to 60-minute course will help you learn how to set up the integration and make the most of its features. (Learn more...)
Salesforce Advanced On-Demand
Salesforce CPQ: Foundations
Salesforce CPQ: Foundations
The PandaDoc and Salesforce CPQ integration allows you to streamline your quote creation process by directly using the information you already have in your CRM in your PandaDoc Documents. This 15 to 20-minute course will help you learn how to set up the integration and make the most of its features. (Learn more...)
Integrations Salesforce Advanced On-Demand
HubSpot Integration: Foundations
HubSpot Integration: Foundations
Learn how to make the most of your HubSpot and PandaDoc integration to improve your document creation and management workflow. In this 35-minute course, you will learn how to set up the integration between HubSpot and PandaDoc & create and manage document progress right in HubSpot. (Learn more...)
Advanced On-Demand Hubspot
Copper Integration: Foundations
Copper Integration: Foundations
Discover how to set up a personalized document automation process by integrating Copper and PandaDoc. In this 20-minute course, you'll learn how to set up the integration to improve collaboration and streamline document creation with information from your CRM. (Learn more…)
Integrations Copper Advanced On-Demand
Pipedrive Integration: Foundations
Pipedrive Integration: Foundations
Discover how to set up a personalized document automation process through the integration of Pipedrive and PandaDoc. In this 30-minute course, you'll learn how to set up the integration to improve collaboration and streamline document creation with information from your CRM. (Learn more…)
Advanced On-Demand Pipedrive
Zapier Integration: Foundations
Zapier Integration: Foundations
Automation is essential for productivity in today's fast-paced business world. This 30-minute PandaDoc and Zapier integration course is designed to equip you with the skills to connect the two software platforms seamlessly and develop custom zaps that automate tasks based on events in PandaDoc. (Learn more...)
Zapier Integrations Advanced On-Demand
Online Notarization with PandaDoc Notary
Online Notarization with PandaDoc Notary
Notarize Documents in minutes with PandaDoc’s Remote Online Notarization (RON) platform. In this 30-minute course, you will become comfortable preparing for a notary session, executing notarizations, and supporting the signing process. (Learn more...)
On-Demand Q2 Required Learning Notary
Intro to Workspaces
Intro to Workspaces
Check out this informational video to see the basics of PandaDoc Workspaces.
auto-registration Video Fundamentals
PandaDoc CPQ - Quote Builder
PandaDoc CPQ - Quote Builder
This informational video demonstrates how to quickly tailor quotes to your clients' needs with PandaDoc CPQ.
Intermediate auto-registration Video
PandaDoc 101: Navigation & Settings
PandaDoc 101: Navigation & Settings
Check out this video to see how to navigate the PandaDoc platform, view document activity, and check out key capabilities.
auto-registration Video Fundamentals
Smart Content: Conditional Content
Smart Content: Conditional Content
Watch this video to view how to use PandaDoc Smart Content: Conditional Content to automatically add specific content to your document based on the recipient's data.
Intermediate auto-registration Video
PandaDoc Notary On Demand
PandaDoc Notary On Demand
Watch this video to view how to onboard notaries and complete the notarization process.
auto-registration Video Notary
Building Quotes with PandaDoc
Building Quotes with PandaDoc
Discover the benefits of building quotes with PandaDoc for error-free and efficient sales. In this 20-minute course, you'll learn how to set up your account for streamlined quote creation, customize interactive quotes to fit your business, and even collect payments directly from your Documents. (Learn more...)
Intermediate On-Demand Q2 Required Learning
Qualified Electronic Signature
Qualified Electronic Signature
Check out this video to see both the sender and recipient's experience for QES, the only signature type given the same legal value as a handwritten signature.
auto-registration Video
Setting up Approval Workflows
Setting up Approval Workflows
View this quick video clip to learn how to set up an approval workflow.
auto-registration
Setting Up Your Catalog
Setting Up Your Catalog
Check out how to add items to your catalog, create volume discounts, bundle items to offer more to your customers, and save your items by category.
Intermediate auto-registration Video
Setting Up Conditional Fields
Setting Up Conditional Fields
Watch this video to see how to use Conditional Fields to ensure your recipients only see information relevant to them.
auto-registration Video
Salesforce CPQ & PandaDoc
Salesforce CPQ & PandaDoc
This quick video shows you how to set up your Templates so that data is automatically transferred from your Salesforce CPQ to your documents in PandaDoc.
Salesforce Advanced auto-registration Video
Getting Started: Account Owners & Admins
Getting Started: Account Owners & Admins
Designed for all PandaDoc users with an Account Owner or Admin user role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with setting up your account and workspace followed by creating a Template and introducing you to the PandaDoc interface and key terms along the way. (Learn more...)
On-Demand Fundamentals Getting Started
Getting Started: Account Owners & Admins (live)
Getting Started: Account Owners & Admins (live)
Designed for all PandaDoc users with an Account Owner or Admin account role, this 60-minute live class will walk you through setting up your Workspace, an end-to-end overview of the basic Template creation workflow, and how to send a Document, while introducing you to the PandaDoc interface and key terms along the way. (Learn more...)
Live Fundamentals Getting Started
Creating and Managing Documents from HubSpot
Creating and Managing Documents from HubSpot
Check out this video to see how to create and manage documents within your HubSpot account, as well as track their progress.
Integrations auto-registration Video Hubspot
Managing User Accounts
Managing User Accounts
Watch this video to see how to manage user accounts and get an overview of Account Roles & License Types.
auto-registration Video Fundamentals
Office Hours
Office Hours
Have a question or just need help getting started? Hop into one of our open Q&A sessions. A Learning Services team member would love to help! We recommend taking one of our Getting Started classes prior to joining.
Creating a Template
Creating a Template
Check out this video to see how to create a new template in PandaDoc including Template Roles, Content Blocks, Variables, and Fillable Fields.
auto-registration Video Fundamentals
Sending Documents in Bulk
Sending Documents in Bulk
Sending your Documents in bulk can save you time and maintain consistency while also ensuring accuracy. In this 10-minute course, you'll learn about the process of sending individual and personalized copies of one Document to multiple recipients using the Bulk Send feature. (Learn more...)
On-Demand
PandaDoc 101: Creating Templates & Approval Workflows
PandaDoc 101: Creating Templates & Approval Workflows
Check out this quick video to see how to create a template, add recipient roles, variables and pricing tables, and set an approval workflow.
auto-registration Video Fundamentals
Processing Payments with PandaDoc
Processing Payments with PandaDoc
Are you interested in improving work efficiency and user experience by collecting signatures and payments directly within your sent documents? This 20-minute course is designed to help you gain the knowledge and skills needed to collect payments within your documents. (Learn more...)
Intermediate On-Demand Q2 Required Learning
Managing Your Workspace
Managing Your Workspace
Check out this video about how to manage your Workspace content efficiently.
auto-registration Video Fundamentals
What's New in PandaDoc - Spring 2023
What's New in PandaDoc - Spring 2023
Our team has been focusing on ways to help you improve working smarter, not harder.
url-link-wnw
Using Variables
Using Variables
Check out this video to learn how to use PandaDoc Variables to improve your work efficiency, save time, and reduce errors.
auto-registration Video Fundamentals
Creating and Sharing Rooms
Creating and Sharing Rooms
Need a secure collaboration space for customers where documents can be shared simultaneously and accessed anywhere? Rooms is the answer. In this 30-minute course, learn to set up Rooms, add content, invite Members, and manage the Room. (Learn more…)
Intermediate On-Demand
Workshop: Building Quotes
Workshop: Building Quotes
*There are prerequisites for attending this workshop.* In this interactive, live workshop, you'll be guided you through the process of building a quote in PandaDoc. To make the most of the time, come with ideas of what you would like to incorporate into your quote. (Learn more...)
Live Intermediate Workshop
Managing Internal Approval Workflows
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
On-Demand
Creating a Recipient Verification
Creating a Recipient Verification
Watch this video to view how to create a recipient verification using a passcode or SMS.
auto-registration Video
What's New in PandaDoc - Fall 2023
What's New in PandaDoc - Fall 2023
Real stories with real impact! Join our upcoming live event to hear success stories and learn about all things new on the platform.
url-link-wnfall
What's New in PandaDoc - Summer 2023
What's New in PandaDoc - Summer 2023
We’re going to help you have a simplified summer when it comes to document workflows – so let’s go!
url-link-wnsummer
What's New in PandaDoc - March 2024
What's New in PandaDoc - March 2024
Tune in as our Product leaders walk you through some of PandaDoc’s brand new features, designed to give your documents extra earning power and help you get more out of your agreement workflows. (Learn more...)
url-link-wnipmar24
PandaDoc Automations
PandaDoc Automations
Watch this video to view how to use PandaDoc Automations, including setting up actions in your Workspace when a Document changes status.
auto-registration Video
Bundling Documents
Bundling Documents
This video will show you how to bundle documents, manage bundled document settings, and send all documents to a recipient at one time.
Intermediate auto-registration Video
Utilizing Renewal Notifications
Utilizing Renewal Notifications
Check out this video to find out how to automate and track contract renewals with PandaDoc renewal notifications.
auto-registration Video
PandaDoc 101: Create, Send, & Track Documents
PandaDoc 101: Create, Send, & Track Documents
This informational video will show you how to create a document from a template, add recipients, send for signature, and access document analytics.
auto-registration Video Fundamentals
Welcome to the PandaDoc Learning Academy | Take a Quick Tour
Welcome to the PandaDoc Learning Academy | Take a Quick Tour
New to the PandaDoc Learning Academy? Take a quick tour by watching this 2-minute video to get familiar with all of the available learning opportunities.
auto-registration
The Recipient Guide
The Recipient Guide
This guide will assist recipients with the end-to-end document workflow activities from receipt to signature.
Customer Success Manager (CSM) auto-registration Resources
Advanced Reporting
Advanced Reporting
Check out this video to see how to use analytics to view your team's performance within PandaDoc.
auto-registration Video
Real-Time Negotiation & Collaboration
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...)
Intermediate On-Demand
Building Quotes with PandaDoc
Building Quotes with PandaDoc
Discover the benefits of building quotes with PandaDoc for error-free and efficient sales. In this 20-minute course, you'll learn how to set up your account for streamlined quote creation, customize interactive quotes to fit your business, and even collect payments directly from your Documents. (Learn more...)
Intermediate On-Demand Q2 Required Learning
Using Smart Content
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...)
Intermediate On-Demand
Document Bundling
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...)
Intermediate On-Demand
Perfecting Your Product Catalog
Perfecting Your Product Catalog
Manage all of your products and services in one place using the PandaDoc Catalog. This 20 to 30-minute course is designed to help you understand how you can quickly add, manage, and organize products and services to add to your proposals and quotes. (Learn more...)
Intermediate On-Demand
Managing Your Content Library
Managing Your Content Library
Learn how to make the most of the PandaDoc Content Library to boost your team's work efficiency and maintain brand consistency in Templates and Documents. In this 20-minute course, you'll learn how to create Content Library items from scratch, upload your own content items to your Library and implement best practices for an efficient organization that allows your team to find items quickly. (Learn more...)
Intermediate On-Demand
PandaDoc for HR Professionals
PandaDoc for HR Professionals
Optimizing your HR department's documentation workflow has never been easier. This course will introduce you to the use of beautifully branded Templates for job offers, promotion letters, and more that can be easily approved, tracked, bundled, and sent to your current and future employees. (Learn more...)
HR On-Demand Fundamentals Getting Started
Applying Themes & Branding
Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. (Learn more...)
On-Demand Fundamentals
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals
Managing Your Content Library
Managing Your Content Library
Learn how to make the most of the PandaDoc Content Library to boost your team's work efficiency and maintain brand consistency in Templates and Documents. In this 20-minute course, you'll learn how to create Content Library items from scratch, upload your own content items to your Library and implement best practices for an efficient organization that allows your team to find items quickly. (Learn more...)
Intermediate On-Demand
Managing Document Recipients
Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
On-Demand Fundamentals
Creating & Using Variables
Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)
On-Demand Fundamentals
Sending Documents in Bulk
Sending Documents in Bulk
Sending your Documents in bulk can save you time and maintain consistency while also ensuring accuracy. In this 10-minute course, you'll learn about the process of sending individual and personalized copies of one Document to multiple recipients using the Bulk Send feature. (Learn more...)
On-Demand
Creating & Applying Fields
Creating & Applying Fields
Unlock the full potential of PandaDoc's Document creation by mastering the art of using Fillable Fields. This 20-minute course will guide you through the use of the different types of Fillable Fields and the best practices for collecting essential information from your recipients. (Learn more...)
On-Demand Fundamentals
Getting Started: Team Members
Getting Started: Team Members
Designed for all PandaDoc users with a Team Member account role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with creating a Template and introducing you to the PandaDoc interface and key terms. (Learn more...)
On-Demand Fundamentals Getting Started
Managing Internal Approval Workflows
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
On-Demand
Managing Internal Approval Workflows
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
On-Demand
Getting Started: Team Members
Getting Started: Team Members
Designed for all PandaDoc users with a Team Member account role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with creating a Template and introducing you to the PandaDoc interface and key terms. (Learn more...)
On-Demand Fundamentals Getting Started
PandaDoc for Sales Professionals
PandaDoc for Sales Professionals
Sales teams that use PandaDoc see a 36% increase in their close rate. In this 25-minute course, you will learn how to make the most of PandaDoc's features to increase your close rate and quickly get from quote to cash. (Learn more...)
On-Demand Fundamentals
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals
Managing Document Recipients
Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
On-Demand Fundamentals
Managing Your Content Library
Managing Your Content Library
Learn how to make the most of the PandaDoc Content Library to boost your team's work efficiency and maintain brand consistency in Templates and Documents. In this 20-minute course, you'll learn how to create Content Library items from scratch, upload your own content items to your Library and implement best practices for an efficient organization that allows your team to find items quickly. (Learn more...)
Intermediate On-Demand
Managing Internal Approval Workflows
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
On-Demand
Creating & Using Variables
Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)
On-Demand Fundamentals
Getting Started: Team Members
Getting Started: Team Members
Designed for all PandaDoc users with a Team Member account role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with creating a Template and introducing you to the PandaDoc interface and key terms. (Learn more...)
On-Demand Fundamentals Getting Started
Creating & Applying Fields
Creating & Applying Fields
Unlock the full potential of PandaDoc's Document creation by mastering the art of using Fillable Fields. This 20-minute course will guide you through the use of the different types of Fillable Fields and the best practices for collecting essential information from your recipients. (Learn more...)
On-Demand Fundamentals
Sending Documents in Bulk
Sending Documents in Bulk
Sending your Documents in bulk can save you time and maintain consistency while also ensuring accuracy. In this 10-minute course, you'll learn about the process of sending individual and personalized copies of one Document to multiple recipients using the Bulk Send feature. (Learn more...)
On-Demand
PandaDoc for HR Professionals
PandaDoc for HR Professionals
Optimizing your HR department's documentation workflow has never been easier. This course will introduce you to the use of beautifully branded Templates for job offers, promotion letters, and more that can be easily approved, tracked, bundled, and sent to your current and future employees. (Learn more...)
HR On-Demand Fundamentals Getting Started
Real-Time Negotiation & Collaboration
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...)
Intermediate On-Demand
Using Smart Content
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...)
Intermediate On-Demand
Document Bundling
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...)
Intermediate On-Demand
Applying Themes & Branding
Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. (Learn more...)
On-Demand Fundamentals
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals
Managing Document Recipients
Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
On-Demand Fundamentals
Creating & Using Variables
Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)
On-Demand Fundamentals
Getting Started: Team Members
Getting Started: Team Members
Designed for all PandaDoc users with a Team Member account role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with creating a Template and introducing you to the PandaDoc interface and key terms. (Learn more...)
On-Demand Fundamentals Getting Started
Creating & Applying Fields
Creating & Applying Fields
Unlock the full potential of PandaDoc's Document creation by mastering the art of using Fillable Fields. This 20-minute course will guide you through the use of the different types of Fillable Fields and the best practices for collecting essential information from your recipients. (Learn more...)
On-Demand Fundamentals
PandaDoc for Sales Professionals
PandaDoc for Sales Professionals
Sales teams that use PandaDoc see a 36% increase in their close rate. In this 25-minute course, you will learn how to make the most of PandaDoc's features to increase your close rate and quickly get from quote to cash. (Learn more...)
On-Demand Fundamentals
Real-Time Negotiation & Collaboration
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...)
Intermediate On-Demand
Managing Document Recipients
Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
On-Demand Fundamentals
Creating & Using Variables
Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)
On-Demand Fundamentals
Managing Internal Approval Workflows
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
On-Demand
Getting Started: Team Members
Getting Started: Team Members
Designed for all PandaDoc users with a Team Member account role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with creating a Template and introducing you to the PandaDoc interface and key terms. (Learn more...)
On-Demand Fundamentals Getting Started
Creating & Applying Fields
Creating & Applying Fields
Unlock the full potential of PandaDoc's Document creation by mastering the art of using Fillable Fields. This 20-minute course will guide you through the use of the different types of Fillable Fields and the best practices for collecting essential information from your recipients. (Learn more...)
On-Demand Fundamentals
PandaDoc for Sales Professionals
PandaDoc for Sales Professionals
Sales teams that use PandaDoc see a 36% increase in their close rate. In this 25-minute course, you will learn how to make the most of PandaDoc's features to increase your close rate and quickly get from quote to cash. (Learn more...)
On-Demand Fundamentals
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals
Managing User Accounts
Managing User Accounts
Watch this video to see how to manage user accounts and get an overview of Account Roles & License Types.
auto-registration Video Fundamentals
Managing Document Recipients
Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
On-Demand Fundamentals
Perfecting Your Product Catalog
Perfecting Your Product Catalog
Manage all of your products and services in one place using the PandaDoc Catalog. This 20 to 30-minute course is designed to help you understand how you can quickly add, manage, and organize products and services to add to your proposals and quotes. (Learn more...)
Intermediate On-Demand
Getting Started: Account Owners & Admins
Getting Started: Account Owners & Admins
Designed for all PandaDoc users with an Account Owner or Admin user role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with setting up your account and workspace followed by creating a Template and introducing you to the PandaDoc interface and key terms along the way. (Learn more...)
On-Demand Fundamentals Getting Started
Managing Your Workspace
Managing Your Workspace
Check out this video about how to manage your Workspace content efficiently.
auto-registration Video Fundamentals
Managing Internal Approval Workflows
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
On-Demand
Applying Themes & Branding
Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. (Learn more...)
On-Demand Fundamentals
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals
Managing Your Content Library
Managing Your Content Library
Learn how to make the most of the PandaDoc Content Library to boost your team's work efficiency and maintain brand consistency in Templates and Documents. In this 20-minute course, you'll learn how to create Content Library items from scratch, upload your own content items to your Library and implement best practices for an efficient organization that allows your team to find items quickly. (Learn more...)
Intermediate On-Demand
Creating & Using Variables
Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)
On-Demand Fundamentals
PandaDoc for HR Professionals
PandaDoc for HR Professionals
Optimizing your HR department's documentation workflow has never been easier. This course will introduce you to the use of beautifully branded Templates for job offers, promotion letters, and more that can be easily approved, tracked, bundled, and sent to your current and future employees. (Learn more...)
HR On-Demand Fundamentals Getting Started
Managing Internal Approval Workflows
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
On-Demand
Getting Started: Account Owners & Admins
Getting Started: Account Owners & Admins
Designed for all PandaDoc users with an Account Owner or Admin user role, this 45-minute course will walk you through an end-to-end overview of the basic Document creation workflow, starting with setting up your account and workspace followed by creating a Template and introducing you to the PandaDoc interface and key terms along the way. (Learn more...)
On-Demand Fundamentals Getting Started
PandaDoc Analytics
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
On-Demand Fundamentals