Getting Started: Team Members (live)
Designed for all PandaDoc users with a Team Member account role, this 60-minute live class will walk you through 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: Team Members (live)
Designed for all PandaDoc users with a Team Member account role, this 60-minute live class will walk you through 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 get started creating and sending your first Document!
This course is designed for:
All PandaDoc users with a Team Member account role
By the end of this course, you’ll be able to:
- Make sure your account is prepared for creating Templates & Documents
- Create a reusable Template
- Create and send a Document 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.