Course curriculum

  • 1

    Why PandaDoc

    • Introduction to PandaDoc
  • 2

    Linking your PandaDoc account to your Salesforce account inside Salesforce.

    • Link PandaDoc > Salesforce account.
  • 3

    Chapter 2: Lead Conversion to Saleschannel Creation

    • Lead conversion to contract signing - end to end
  • 4

    Chapter 3: Upselling to Existing Clients

    • Upselling to an existing Client.

  • 5

    Customising and editing the document once generated.

    • Updating Client informatio, and fee tables!
  • 6

    Chapter 4: In person signing.

    • In-Person Signing with PandaDoc
  • 7

    Chapter 5: Pandadoc app guide

    • Pandadoc App - Quick guide.

    • Updating your Pandadoc profile