How to Use PandaDoc

A beginner-friendly guide to getting started with PandaDoc in 2026.

Price Free plan available

Best For sales teams, agencies, consultants

Rating ★★★★ 4.3/5

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Getting Started: Step by Step

Create your PandaDoc account

Visit PandaDoc's website and sign up for a free account. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your PandaDoc workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore document-builder

One of PandaDoc's key features is document-builder. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore e-signatures

One of PandaDoc's key features is e-signatures. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore proposals

One of PandaDoc's key features is proposals. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect PandaDoc with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using PandaDoc for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore PandaDoc's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check PandaDoc's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.