Webinars

Fridays at 11am EST • 45 min

• How to create a document from a template
• Track and manage your documents
• Configure your profile settings and saved messages
• Q&A

Tuesdays at 11am EST • 1 hour

• Configuring workspace settings
• Creating an editable template
• Sending a document
• Q&A

Wednesdays at 11:30am EST • 45 min

• Updated features and terminology
• Creating an editable template from scratch
• Sending a document
• Q&A

Thursdays at 2pm EST • 1 hour

•  Configuring workspace settings
•  Creating a template
•  Sending a document through a CRM
• Linking back to the object
• Q&A

Monthly • 90 min

• Building out your template with best practices
• Designing your content and establish an on-brand theme
• Setting up your template workflow

Recorded February 16th, 2021

Review the fundamentals of being a PandaDoc Admin, including:

• Configuring workspace settings
• Creating an editable template
• Sending a document

Recorded March 11th, 2021

Recorded March 17th, 2021

• Updated features and terminology
• Creating an editable template from scratch
• Q&A

Recorded January 8th, 2021

Review the fundamentals of being a PandaDoc Admin for a quick upload & sign workflow, including:

• Configuring workspace settings
• Creating an uploaded document
• Sending and tracking a document
• Saving your popular documents as a reuse-able template

Recorded March 11th, 2021

• Building out your template, with best practices from our internal team
• Design your content and establish an on-brand theme
• Setting up your template workflow