Learning Path: PandaDoc for Sales Leaders
This is a guided learning path of courses recommended for Sales Leaders.
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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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...)
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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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