Learning Path: PandaDoc for Sales Development Representatives
This is a guided learning path of courses recommended for Sales Development Representatives.
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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PandaDoc for Sales Professionals
Sales teams that use PandaDoc see a 36% increase in their close rate. In this 25-minute course, you will learn how to make the most of PandaDoc's features to increase your close rate and quickly get from quote to cash. (Learn more...)
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Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. (Learn more...)
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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…)
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Creating & Applying Fields
Unlock the full potential of PandaDoc's Document creation by mastering the art of using Fillable Fields. This 20-minute course will guide you through the use of the different types of Fillable Fields and the best practices for collecting essential information from your recipients. (Learn more...)
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Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)
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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...)
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