Live Training Sessions

PandaDoc Admin Training

This course will review the fundamentals of being a PandaDoc Admin, including:
- Configuring workspace settings
- Creating a template
- Sending a document
- Q&A

Migration to Editor 2.0

This course will review the fundamentals of our new editor, including:
- Updated features and terminology
- Creating an editable template from scratch
- Sending a document
- Q&A

Revenue Admin Training

This course will review the fundamentals of being a PandaDoc Admin for revenue teams, including:
- Configuring workspace settings
- Creating a template
- Sending a document through a CRM
- Linking back to the object
- Q&A

eSignature Admin Training

This course will review the fundamentals of being a PandaDoc Admin for a quick upload & sign workflow, including:
- Configuring workspace settings
- Creating an uploaded document
- Sending and tracking a document
- Saving your popular documents as a reuse-able template
- Q&A

Workshop: Building a Beautiful Template

Review the fundamentals of creating a PandaDoc template with design, including:
- Creating your template outline
- Building out your template including best practices 
- Designing your content and establish an on-brand theme
- Setting up your template workflow