Getting Started Guide in Videos

Calling all visual learners: we made videos for you! Watch these 4 short videos to learn everything you need to know to get started with PandaDoc.

1. Fundamentals: Part One - What is PandaDoc?

   Learn what PandaDoc is and what the most common use cases are; how sales teams use it and how other departments can too.

2. Fundamentals: Part Two - The Power of Templates.

   Learn how templates eliminate hours of work and manual errors, discover the types of templates available in PandaDoc and learn how to create them.

3. Create an Editable Template.

   Check out this walk-through video to learn how to create a reusable Template from scratch using the PandaDoc Editor.

4. Create and Send a Document.

   Learn how to create, modify and send documents. 

You can also join us for our bi-weekly “Getting Started: PandaDoc 101" webinar. In these sessions, we cover PandaDoc fundamentals, account setup, and some best practices with a live Q&A at the end. Click here to sign up or get more info!