Note: The new editor is being rolled out gradually. If you’re seeing changes in your editor, you’re part of the early release group.
We’ve redesigned the PandaDoc editor to make it faster, simpler, and more intuitive! This update brings a cleaner interface, improved performance, and easier navigation – so you can focus on creating, editing, and sending documents with less effort.
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What’s new
The redesign goes beyond a visual refresh. It introduces a smarter layout and streamlined tools for a smoother document-building experience.
Highlights
Simplified right sidebar. Focused on the most-used tools for faster access – like fillable fields and recipients.
New top menu. Clear navigation with categories like File, Edit, Insert, View, and Format, helping you quickly find what you need.
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 → Recipients → Recipients |
Add attachments | Insert → Attachment |
Convert to template | File → Convert to Template |
Delete document | File → Archive |
Download document | File → Download |
Document renewal settings | File → Document → Renewal |
Insert another document | Insert → Insert document |
Upload file | Insert → Add from → Upload page |
Full screen preview (eye icon) | View → Full screen preview |
Content blocks, payments | Accessible from the menu Insert, or by selecting the '+' button on the page before or after a block |
Variables | Variables accessible by typing [, or selecting them from View → All Variables |
Design | Format → Theme |
Set up auto-reminders | File → Recipients → Reminders |
Send a reminder | Select a signer recipient → select vertical ellipses on the right → Remind recipient  |
Enable document forwarding | File → 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 → Document details |
Set/change document value and currency formatting | File → Document → Total value |
Transfer document data | File → Document → Change owner |
FAQs
Why do I see a new editor?
We’re gradually rolling out a redesigned editor to improve speed, navigation, and usability. You may be part of an early release group receiving this update before it’s available to everyone.Can I switch back to the old version?
No, the new editor replaces the previous version. If you’d like to share feedback or specific reasons why you prefer the old editor, please use the Need help → Contact Support option and share your thoughts in chat. Your input helps us improve the experience!
Does this affect all user roles?
Yes. The new design is available to all user roles, but access to specific features still depends on your permissions.