Live Classes & Webinars

Daily: Times vary; see Registration link for options

Duration: 60 min

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.

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.

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.

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.

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.

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.

Thursdays: See 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.

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.

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.

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.

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.

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.

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.

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.

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