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...)

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About this course

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. The course features videos and simulations to facilitate mastering the art of building quotes with PandaDoc. Step into a world where efficiency meets customization to enhance your sales strategy.

This course is designed for: 
  • Sales and Finance professionals wishing to create and send quotes using PandaDoc
By the end of the course, you’ll be able to: 
  • Prepare your PandaDoc Workspace to function as a CPQ (configure, price, quote) solution
  • Build and design a quote using PandaDoc Pricing Blocks
  • Set up a Payment Integration and collect payments directly in your Documents
Availability:  
The PandaDoc Pricing Table is available to all PandaDoc plans, while the PandaDoc CPQ Quote Builder is available as an add-on for Business plans and is integrated into Enterprise plans

About this course

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. The course features videos and simulations to facilitate mastering the art of building quotes with PandaDoc. Step into a world where efficiency meets customization to enhance your sales strategy.

This course is designed for: 
  • Sales and Finance professionals wishing to create and send quotes using PandaDoc
By the end of the course, you’ll be able to: 
  • Prepare your PandaDoc Workspace to function as a CPQ (configure, price, quote) solution
  • Build and design a quote using PandaDoc Pricing Blocks
  • Set up a Payment Integration and collect payments directly in your Documents
Availability:  
The PandaDoc Pricing Table is available to all PandaDoc plans, while the PandaDoc CPQ Quote Builder is available as an add-on for Business plans and is integrated into Enterprise plans