Document Bundling
Enhance and expedite your customer's signing experience by using Document Bundling. In this 20-minute course, you will learn how to send several Documents simultaneously as a package and have them signed and stored separately using the Document Bundling feature. This course consists of several lessons including activities that allow you to better understand the Document Bundling feature.
This course is designed for:
PandaDoc users who need signatures on multiple Documents from a single customer
By the end of this course, you will be able to:
- Identify the benefits of bundling your Documents
- Bundle your Documents
- Sign bundled Documents
- Review and download your bundled Document
Availability:
Essentials, Business, and Enterprise plans