Learning Path: PandaDoc as a Contract Repository
This learning path will guide you through all the courses you need to complete so you can take back control of your growing volume of contracts every step of the way: creating, sending, tracking and managing, signing, storing, and payment collection.
Getting Started: Account Owners & Admins (Interactive Recording)
Designed for all PandaDoc users with an Account Owner or Admin account role, this 60-minute interactive recording 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...)
Managing Your Content Library
Learn how to make the most of the PandaDoc Content Library to boost your team's work efficiency and maintain brand consistency in Templates and Documents. In this 20-minute course, you'll learn how to create Content Library items from scratch, upload your own content items to your Library and implement best practices for an efficient organization that allows your team to find items quickly. (Learn more...)
Managing Internal Approval Workflows
In today's fast-paced business environment, managing internal approval workflows effectively is vital to ensure the timely delivery of high-quality Documents. This 20-minute course provides a comprehensive overview of how to use PandaDoc to create and manage internal approval workflows by adding Approvers to Templates and setting up Approval Conditions. (Learn more...)
Real-Time Negotiation & Collaboration
Discover the art of handling contract negotiation processes with PandaDoc. This 30-minute course will enable you to confidently manage the negotiation process, from activation to overseeing the entire journey of incorporating and managing suggested edits within a Document. (Learn more...)
Managing Document Recipients
Efficiently managing your document recipients is essential for maintaining a smooth document workflow and successfully closing deals and getting documents signed with PandaDoc. In this 20 minutes course, you will learn how to effectively manage document recipients before and after the document is sent. (Learn more…)
Creating a Recipient Verification
Watch this video to view how to create a recipient verification using a passcode or SMS.
Qualified Electronic Signature
Check out this video to see both the sender and recipient's experience for QES, the only signature type given the same legal value as a handwritten signature.
Managing Your Workspace
Check out this video about how to manage your Workspace content efficiently.
Utilizing Renewal Notifications
Check out this video to find out how to automate and track contract renewals with PandaDoc renewal notifications.
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)