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...)

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About this course

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. This multi-lesson course includes step-by-step videos, explanations of features, and simulations to try out these processes. Let's get you started so you can create and send 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:
  • Create a new Document from a Template using PandaDoc
  • Use the tools to customize a Document or Template
  • Send a Document to recipients for review and signing
 
Availability:
  • Essentials, Business, and Enterprise plans
 
Note: If you're using the Free eSign plan, please visit the Getting Started: Free eSign course for a more tailored experience.

 

About this course

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. This multi-lesson course includes step-by-step videos, explanations of features, and simulations to try out these processes. Let's get you started so you can create and send 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:
  • Create a new Document from a Template using PandaDoc
  • Use the tools to customize a Document or Template
  • Send a Document to recipients for review and signing
 
Availability:
  • Essentials, Business, and Enterprise plans
 
Note: If you're using the Free eSign plan, please visit the Getting Started: Free eSign course for a more tailored experience.