We’ve updated the PandaDoc editor for PDF uploads! The refreshed layout is cleaner and more intuitive, making it easier to add fields like signatures, dates, and dropdowns, without altering your original PDF content.*
* You can place fields anywhere on your document, but the PDF content itself can’t be edited in this version of the editor.
Highlights of the new editor:
Simplified right sidebar: Only the most useful tools are shown – things like signatures, initials, and date fields – so you can work faster.
New top menu: You’ll now see familiar options like File, Insert, and View at the top, just like in other tools you may use.
Cleaner content area: The background is now white, making it easier to read and focus on your document.
Streamlined top bar: Fewer buttons mean less distraction and easier access to what matters.
What are these changes?
We are excited to announce a redesigned editor navigation experience. The goal is to streamline the user experience by reorganizing sections into clearer, more intuitive categories.
Revamped right sidebar
New top menu
Restyled content area including document preview
Restructured top header
How is the new layout organized?
Here’s a breakdown of the upcoming changes:
Before | Now |
Fillable fields (right side) | Still on the right side → Fillable fields Or go to Insert → Fillable fields |
Manage recipients | Right side → Manage recipients Or go to File → Recipient and signing |
Add attachments | Insert → Attachment |
Convert to template | File → Convert to Template |
Delete document | File → Move to Trash |
Download document | File → Download |
Document renewal settings | File → Document workflow → Document renewal |
Insert another document | Insert → Insert document |
Upload file | Insert → Upload page |
Full screen preview (eye icon) | View → Full screen preview |
Content blocks, design, variables, payments | Not included in this version |
Set up auto-reminders | File → Recipients and signing → Reminders |
Send a reminder | Select a signer recipient → Send a reminder |
Enable document forwarding | File → Recipients and signing → Recipients permissions |
Set signing order | Manage recipients → Switch on Signing order and reorder the recipients by dragging and dropping them |
View/edit document data | File → Document data |
Set/change document value and currency formatting | File → Document data → Document value |
Transfer document data | File → Document data → Transfer data |
FAQs
1. Can I switch back to the old version?
Yes! Navigate to the upper right corner and select the Need help button > select Return to classic design. You can switch between the old and new editors at any time.
2. Will the update affect all user roles?
Yes, the update applies to all roles. However, feature access still depends on individual user permissions.