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In this video, Marcus guides viewers on how to use PandaDoc, a software for editing and signing documents. He starts by directing users to click for a free 14-day trial. If they already have an account, they can skip this step. He demonstrates signing up by entering a work email, creating a password, and providing personal and company details. He also mentions selecting a CRM, such as Pipedrive. After completing the sign-up, users have the option to join an existing organization’s account or create a new one if no existing account is available.