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In this tutorial, Marcus introduces PandaDoc, software for editing and signing documents. He explains how to start a free 14-day trial, noting that existing account holders can skip this step. Users should visit the website via the link in the description, enter their work email, and create a password to sign up. After supplying their first name, company name, company size, and selecting a CRM (like Pipedrive), users must indicate why they are using PandaDoc, provide an electronic signature and phone number, and proceed to create an account. If the organization has an existing account, users can choose to join it instead.