Webinars

Tuesdays: 9am EST/2pm GMT

Duration: 30 min

This training session provides an overview of how to add and manage recipients once you have created your document. You will learn how to edit and delete recipients, set a signing order, enable signature forwarding, and how to allow your recipients to forward the permission to sign the document to others.

Wednesdays: 11am EST/4pm GMT

Duration: 30 min

During this training, you will learn how to collect important information from your recipients such as addresses, dates, names and signatures using fields. Course topics include how to add and assign fields to recipients, making fields required, allowing multiple lines, masking data in fields, setting a default format for date fields, and setting a text field validation.

Thursdays: 11am EST/4pm GMT

Duration: 30 min

During this training, designed for PandaDoc Administrators, you will learn about the account roles available in PandaDoc and the correlating permissions, as well as how to manage these permissions on an individual user basis.

Tuesdays: 9am EST/ 2pm GMT

Duration: 45 min

Tuesdays: 9am, 11am, 2pm EST/ 2pm, 4pm,7pm GMT

Duration: 30 min

This training, relevant to all users, will focus on how to use Variables as placeholders for text that changes from document to document. We will discuss the benefits of using variables, the types of variables available, and how to add variables to your template/document.

Thursdays: 10am EST/3pm GMT

Duration: 30 min

During this training you will learn how to apply your unique brand elements to establish consistency across your documents, recipient messages and workspace. We will discuss how to apply your logos, fonts, colors, and other styling guidelines to ensure brand alignment.

Tuesdays: 12pm EST/5pm GMT

Duration: 30 min

During this training, you will learn how to enable the Bulk Send feature which allows you to send one document to multiple recipients with each recipient receiving their own unique copy. We will discuss how to properly set up your template, and how to upload your recipients’ data via a CSV file. Note: this capability is not available for all plan types.

Wednesdays: 12pm EST/5pm GMT

Duration: 30 min

This training provides an overview of how to create and publish your forms that can be embedded on your website. You will learn how to enable the Forms feature in your PandaDoc account, build your form, add and manage your recipients, set up auto numbering, add a title to the field ID, publish and unpublish your form, and view and manage your forms.

Thursdays: 11am EST/4pm GMT

Duration: 30 min

Join this training, designed for PandaDoc Admins, to discuss how to create a product catalog that you can access when creating proposals and quotes to help you save time and ensure consistency of your documents. You will learn how to create catalog items, add custom fields to your catalog item, add catalog items to your pricing table, and import and export your catalog via CSV.

Tuesdays: 9am EST/2pm GMT

Duration: 30 min

In this training, you will learn how to send several documents in a single email and have them signed and stored separately using the Document Bundling feature. Your instructor will demonstrate how to bundle your documents, provide an overview of the signing process, and show you how to download your bundles. Note: this capability is not available for all plan types.

Wednesdays: 11am EST/4pm GMT

Duration: 30 min

During this training, you will learn how to seamlessly review and provide feedback on documents within PandaDoc using the negotiating and collaboration feature. We will discuss how to enable the feature and accept or deny changes, as well as review the recipient experience.

Thursdays: 11am EST/4pm GMT

Duration: 30 min

In this training, for PandaDoc Admins and Managers, you will learn how to leverage the Smart Content feature to streamline your workflow, reduce errors and ensure consistency without sacrificing customization. We will discuss how to create content placeholders and how to select pre-approved content library items for your team to use when sending documents.

Can’t make it to one of the webinars or prefer to learn at your own pace? We offer several self-paced options in our newly launched customer training portal, Learn