Our training and template services help teams just like yours get the most out of PandaDoc.
Our tailored training programs empower your teams, foster collaboration and accelerate productivity. From onboarding to mastery, our training ensures your business gets maximum value from PandaDoc, driving success at every step.
Your branding is important. That’s why we offer template services to convert your existing documents into customizable PandaDoc templates — and can even import the fonts you need to keep your brand clean and consistent.
PandaDoc users can easily import any Google font files onto our platform for better, more dynamic document creation.
If your business uses custom fonts, our team can import those files for you during onboarding, so your branding stays accurate in every workflow PandaDoc touches.
We will convert your document files into fully editable PandaDoc templates that match the design and layout of your source files.
Template Review meeting to validate template functionality
Up to 2 edits
Adopting any new software can slow a business down, but at PandaDoc, we’re ready to put our customers on the shortest possible path to ROI.
Admin training
Ideal for newly added account administrators or managers. Includes:
Workflow optimization (roles, approval settings, content library and training on applicable add-on features.)
Pricing table and/or product catalog training
ListSettings, Reporting, Templates, Branding
Q&A
Now, we’re not worried about a rogue rep making changes to eight pages of terms and conditions before we approve a contract. PandaDoc templates enabled us to lock down our Ts and Cs, pricing blocks, and other contract language.
Phil Shellhaas
CEO at Mercury ISS
As your business partner, PandaDoc provides the onboarding and support services to get you up, running, and achieving more.
