Optimizing PandaDoc for Sales Professionals
This is a guided learning path of courses recommended to optimize your use of PandaDoc, streamlining your workflows & leveling up your Templates and Documents.
Don't forget to also take our integrations courses to learn more about linking your CRM or connecting Zapier.
Building Quotes with PandaDoc
Discover the benefits of building quotes with PandaDoc for error-free and efficient sales. In this 20-minute course, you'll learn how to set up your account for streamlined quote creation, customize interactive quotes to fit your business, and even collect payments directly from your Documents. (Learn more...)
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Perfecting Your Product Catalog
Manage all of your products and services in one place using the PandaDoc Catalog. This 20 to 30-minute course is designed to help you understand how you can quickly add, manage, and organize products and services to add to your proposals and quotes. (Learn more...)
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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...)
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Using Smart Content
Adding Smart Content to your Templates automates part of the process of sending Documents to clients, ensuring consistency across your team while making every Document personalized to the client. In this 20-minute course, you’ll learn how to leverage the power of pre-selected content, Variables, and conditional logic to personalize your Documents more quickly. (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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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. (Learn more...)
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