PandaDoc training for bookkeepers

Stop wasting your precious time on non-billable admin work and chasing clients for signatures. If you are looking for an effective way to manage your templates and get docs signed; look no further.

What you will learn in the video training:

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Engagement letter

See how to set up to easily customise and send proposals and engagement letters to new clients.

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BAS lodgement

Sending lodgements out for signing without the limitations of having to exclude detailed reports.

Portal features

Navigate the portal and see the different features available in this convenient software program.

Pricing plans

Find out how affordable it is to implement this convenient system in your own business.