Getting started with Pandadoc for free in 2024
In this video, you'll discover how to setup and use PandaDoc, a versatile document signing platform that streamlines the creation, editing, and management of your digital contracts and agreements, complete with a free 14-day trial to explore its capabilities for your business needs. ➝ Get a 14 day free trial with PandaDoc and try it yourself: https://trfc.co/pandadoc
-- Chapters --
00:00 Introduction to PandaDoc
00:21 Setting Up Your Account
00:53 Prioritising Your Needs
01:19 Using Templates
03:01 Document Editing and Organisation
03:38 Additional Functionalities
04:15 Custom Content Library
05:05 Overview of Automation and Attachments
05:27 Integrations with External Platforms
06:15 Pricing and Recommendations
06:55 Conclusion
😎 Try PandaDoc for free: https://trfc.co/pandadoc
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-- Video Summary --
*Introduction to PandaDoc*
Described PandaDoc as a document signing platform akin to a hybrid of DocuSign and Google Docs, offering ease of use with drag-and-drop features for text and images.
*Setting Up an Account*
Demonstrated the simple process to start a free 14-day trial on PandaDoc by entering work email and password, followed by account details.
*Getting Started with the Platform*
Guided through setting priority directions and the option to either upload an existing document or use a PandaDoc template.
Highlighted the variety of templates available, showing the 'Advertising Agency Agreement' as an example.
*Using Templates and Editing Documents*
Showcased how to preview a template and the ease of populating fields which auto-update across the entire document.
Explained connecting PandaDoc with HubSpot for further automation and populating properties.
*The Document Setup Process*
Walked through the creation of a document using a template, entering recipient's details, and editing the final document.
Differentiated between editing a single document and the underlying template while emphasizing the ability to organize documents for signing.
*Advanced Document Features*
Introduced the content library, forms, and simple automation setups, promising a deeper dive in future videos.
Illustrated how to edit the document with drag-and-drop content blocks, including images and videos, and how to manage recipient information.
*Variable and Design Customization*
Demonstrated how to use variables that automatically update throughout the document and touched upon design elements.
*Integrations and Automations*
Briefly covered the potential of PandaDoc integrations with HubSpot and Zapier, indicating it enhances functionalities and automations.
😎 Try PandaDoc for free: https://trfc.co/pandadoc
-- Stuff --
🧡 Incredible software for CRM and Marketing: https://trfc.co/hubspot
🎬 I use Screen Studio to easily record most of this video: https://trfc.co/screenstudio
🧑💻 My super powered web browser is Sidekick: https://trfc.co/sidekick
📝 Go to for more advanced forms https://trfc.co/jotform
⏱️ Preferred project management software https://trfc.co/clickup
🙊 AI translate voice recordings https://trfc.co/elevenlabs
🎶 I love Epidemic Sound for video music: https://trfc.co/epidemic
Please note that I might receive commission on purchases made through various links on this page.
-- Terrific --
https://terrific.digital
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