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...)
Getting Started: Account Owners & Admins
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. Join one of our PandaDoc instructors for this live class packed with explanations, platform demos, knowledge checks, and Q&A, so you can start creating and sending your first Document!
This course is designed for:
PandaDoc users with an Account Owner or Admin account role
By the end of this course, you’ll be able to:
- Prepare your Workspace before you start creating Templates
- Create a Reusable Template using the Editor
- Create a Document and send it to recipients
- Track the progress of your Documents
Availability:
Essentials, Business, and Enterprise plans
To get started with the Free eSign plan, check out the on-demand course for a more tailored experience.