Self-paced Onboarding: Login and Setup

Editor: 2.0

Difficulty Rating: ◉◎◎◎◎ 

Watch Time: 3 min

This video is the first in a series of training sessions about getting started with PandaDoc. You can expect the entire series to take about an hour to watch, but this specific video should only take you about 3 minutes to complete.

This introduction video will give you a brief overview of how to:

• Login to PandaDoc
• Set up your profile settings
• Configure your branding
• Add additional team members

Once that you have your settings configured, it’s time to create your first editable template! Next up, how to create a template from scratch.