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...)
On-Demand
Fundamentals
Getting Started
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 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
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
Workshop: Creating and Designing Templates
*There are prerequisites for attending this workshop.* In this live workshop, weāll 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
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
Building Quotes with PandaDoc
Learn how to quickly create quotes in PandaDoc using content blocks and our advanced quote builder.
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
HubSpot Integration: Foundations
Learn how to make the most of your HubSpot and PandaDoc integration to improve your document creation and management workflow.Ā 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
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 moreā¦)
Integrations
Copper
Advanced
On-Demand
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 moreā¦)
Advanced
On-Demand
Pipedrive
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
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
Online Notarization with PandaDoc Notary
Notarize Documents in minutes with PandaDocās 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
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
Getting Started: Account Owners & Admins (Interactive Recording)
Designed for all PandaDoc users with an Account Owner or Admin account role, this 60-minute interactive recording 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...)
Recording
Video
Fundamentals
Getting Started
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
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: Account Owners & Admins (Interactive Recording)
Designed for all PandaDoc users with an Account Owner or Admin account role, this 60-minute interactive recording 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...)
Recording
Video
Fundamentals
Getting Started
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 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
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
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
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 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
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: 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
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
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: 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 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