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