Why Take A PandaDoc On-Demand Course?

Thank you for taking the time to read this post. Once you’ve completed the post, we’d appreciate it if you would take a minute to comment and let us know the value of this post and your experience with any of our on-demand courses. 

Last week, we discussed the value of our live classes. Today, we will discuss the value of PandaDoc’s on-demand courses and why you and your team members should invest some time in them. One of the greatest benefits of taking an on-demand course is the ability to take the course at your own pace and on your own schedule. For example, if you only have 10-15 minutes a few days a week, you can jump into the course whenever you have that time available.

If you are still determining whether or not you can commit the time, schedule it in your calendar each week until the course is finished. I schedule the time on my Google Calendar, and when I write my daily to-do list, I add a note that I have scheduled course time for the day. 

What To Expect

One of the main differences between our live and on-demand courses is the absence of a live instructor guiding your session. However, our on-demand courses contain the same excellent materials and learnings you’d receive in a live session. Some of the courses even include videos from our world-class instructor group. Also, there will be various case studies about how the specific feature can be used in multiple situations. You can expect knowledge checks throughout to measure your understanding of the content presented. 

PandaDoc has 20+ on-demand courses available, and I will highlight a few of the most popular ones here:

• Getting Started: Account Owners & Admins: This 30-minute course is specifically designed for the account owner and users with an ‘Admin’ license. You will learn the essentials of setting up your PandaDoc account, how to create a Template and send your first document, and track the documents' progress. 

• Getting Started: Team Members: This 30-minute course is specifically designed for your team members – users with a ‘Manager’ and ‘Member’ license. Managers and team members will learn to create a document from a template and send it out for signature. 

• Advanced Quotes for Sales Representatives: This 20-minute course will teach your sales representatives how to tailor quotes to clients’ needs. The course includes a step-by-step guide for using Quote Builder in Advanced Quotes. 

Note: Advanced Quotes is an add-on for the Business plan and is included in the Enterprise plan.

• Integrations: Learn how to automate your workflow with one of our integrations. We have a foundations course available for Salesforce, Hubspot, Pipedrive, Copper, and Zapier. The courses vary in length from 40-50 minutes. 

While those are just a few available classes, all our on-demand courses are valuable. Don’t just take our word for it; let’s look at what some of our customers have to say about our on-demand courses…

“Easy to follow and very clear. Good Job!” - Natalie.

Our courses are easy to follow. At the beginning of the course, you will see an outline of what you can expect to learn. It’s our goal that the outline is accurate for you as you take the course. You can even look through the course sections before you start when you are on the ‘Welcome’ page after registering. 

“Great content, very well laid out.” - Tiffany.

We know your time is valuable and don’t want to waste it. Our courses are designed to make it easy for you to navigate and take your time without getting confused. If you need to go back to a previous section in the course, you can do that. 

“The UI of your LMS is pretty engaging.” - Bernardo.

We want you to be engaged with the course. This is one of the reasons why you will encounter different ‘pieces’ during the course. There will be readings, videos, interactions, and knowledge checks. We will even encourage you to go to your PandaDoc account and try what you learn. 

Recap & What’s Next

Over the last two weeks, we have discussed our live and on-demand courses. Take 5 minutes this week to browse our available courses and note what would be helpful for you and your team members. Our goal with the courses is to help your team understand how to use the product in the best way and maximize adoption. 

Over the coming weeks, you will be introduced to some of the faces behind the PandaDoc logo. You hear from us in emails or posts like this, but you don’t know much about us. We want to introduce ourselves to you, tell you about what we do, and how we can help make PandaDoc better for you.