PandaDoc

The in-depth product-focused webinar on the basic functionality of PandaDoc

Are you interested in finding out how a fully paperless solution can help your business?

Or are you already a PandaDoc user eager to get the most out of the platform?

If the answer to either of those questions is “yes”, then this webinar is for you. We take a deep-dive into PandaDoc, exploring it’s full functionality and showing you exactly how to get the most out of our range of tools.

Our clients save hundreds of hours and achieve higher close rates

Our clients save on average 12 hours per employee per week and often see a 28% boost in their close rates – all through the proper application of PandaDoc features.

Whether it’s through automation of the proposal creation process, tracking client actions after a document has sent, or enabling communication with other third-party tools (like cloud storage), you can streamline a number of key processes, saving time and resources.

What you’ll learn in this webinar

Whether you’re just starting out, or if you’ve already been using our platform for an extended period, you’ll leave with a comprehensive understanding of how everything works.

Specifically, you’ll learn:

  • How to quickly create powerful templates and automate parts of the creation of unique proposals.
  • How to import your existing documents and templates into the PandaDoc library.
  • How to drag-and-drop an array of elements – from payment options to e-signature fields – into your documents.
  • How to build a media library for easy access to reusable content, like pricing details.
  • How to set permissions for your employees to ensure documents remain secure.
  • How to streamline workflows with automated collaboration features.
  • How to integrate PandaDoc with an array of third-party tools for automated cross-platform communication.
  • How to use PandaDoc analytics tools to track sent documents, opens, closes and more.

Watch the webinar now to start getting the most out of PandaDoc!