PandaDoc Training overview

PandaDoc training from HubDo is designed to help you understand how to use PandaDoc to help your business and provide a great customer experience for your clients.

PandaDoc Fundamentals covers the basics and is a general user guide for daily use.

PandaDoc for Power Users (coming soon) goes deeper on specific topics like the pricing tool for custom configuration, pricing and quoting, design themes with custom CSS and advanced use of the 

Integration & automation (coming soon) covers how to get the most from PandaDoc when integrated with your CRM and accounting systems as well as general automation with Zapier.

HubDoDocs (coming soon) is the platform of PandaDoc for Agencies and Consultants. HubDoDocs is a collaborative per-seat version of PandaDoc from HubDo with every feature enabled, to help smaller Agencies and even solo consultants deliver maximum client success.

Your Instructor

Pete Nicholls

Pete Nicholls is Director of HubDo and HubSpot Certified Trainer. Pete works with Consultants who really want to grow but are daunted or overwhelmed by what it takes to build an Inbound Agency.

Pete leads the integration of PandaDoc with systems including HubSpot and Zapier, for Agencies, Consultants and business owners.