Set Up Overview

PandaDoc Set Up

The Video for this lesson is coming soon. Meanwhile use the notes below on this topic.

About this lesson

Having learned the basics of PandaDoc including navigating the main menu, This section covers setting up your PandaDoc ready to use.
  • Configuring your Workspace Account Settings
  • Setting your branding for consistency for what your recipients expect to see from you
  • Activating integrations for Stripe Payments and other systems including your CRM
See the next lesson for details on each step.
 
 

 Your instructor
Pete-Nicholls-Avatar-255
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.  LinkedIn>