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Live Classes & Webinars

Empowering your teams with free live training, best practices, and thought leadership from the best in sales, marketing, operations, customer success, and more

Live Classes & Webinars

Live classes & on-demand courses

PandaDoc Learning Services offers a variety of live classes to help you get the most out of your PandaDoc service. Please see below for course descriptions and to register for your desired session. Unless otherwise noted, class times are listed in US Eastern Time. Go to www.timezoneconverter.com to convert to your local time. Can’t make it to one of the live classes or prefer to learn at your own pace? We offer several self-paced options in our newly launched customer training portal, Learn: https://learn.pandadoc.com/

Daily Office Hours

Daily Office Hours

Daily: Times vary; see Registration link for options

Duration: 60 min

Come ask a PandaDoc specialist any questions you have about PandaDoc. There is no set agenda, it will be a completely open Q+A session.

Getting Started with PandaDoc Workshop

Mondays: 11am Eastern Time

Duration: 90 minutes

In this session, relevant to all users and Administrators, you will learn how to leverage PandaDoc to streamline your entire document workflow. We will discuss how to create reusable templates, as well as learn how to customize and send documents to your recipients.

Getting Started with PandaDoc Workshop

Tuesdays: 4pm Eastern Time

Duration: 90 minutes

In this session, relevant to all users and Administrators, you will learn how to leverage PandaDoc to streamline your entire document workflow. We will discuss how to create reusable templates, as well as learn how to customize and send documents to your recipients.

Getting Started with PandaDoc Workshop

Wednesdays: 9am Eastern Time

Duration: 90 minutes

In this session, relevant to all users and Administrators, you will learn how to leverage PandaDoc to streamline your entire document workflow. We will discuss how to create reusable templates, as well as learn how to customize and send documents to your recipients.

Getting Started with PandaDoc Workshop

Thursdays: 11am GMT

Duration: 90 minutes

In this session, relevant to all users and Administrators, you will learn how to leverage PandaDoc to streamline your entire document workflow. We will discuss how to create reusable templates, as well as learn how to customize and send documents to your recipients.

Getting Started with PandaDoc Workshop

Fridays: 1pm Eastern Time

Duration: 90 minutes

In this session, relevant to all users and Administrators, you will learn how to leverage PandaDoc to streamline your entire document workflow. We will discuss how to create reusable templates, as well as learn how to customize and send documents to your recipients.

Managing Document Recipients

Tuesdays: See registration link for options

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.

Creating & Applying Fields

Wednesdays: See registration link for options

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.

Utilizing Account Roles

Thursdays: See registration link for options

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.

Using Variables

ThursdaysSee registration link for options

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.

 

Applying Themes & Branding

Day of week varies: See registration link for options

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.

Sending Documents in Bulk

Tuesdays: See registration link for options

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.

Using Forms

Day of week varies: See registration link for options

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.

Managing Your Catalog

Day of week varies: See registration link for options

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.

Document Bundling

Tuesdays: See registration link for options

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.

Real-Time Negotiating & Collaboration

Wednesdays: See registration link for options

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.

Using Smart Content

Day of week varies: See registration link for options

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.

Check out Learn!

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

Recorded Classes

If you have any questions, feel free to email us at training@pandadoc.com!

Recorded webinars