Note: A maximum of 50 documents can be sent during the trial. You can add up to 5 recipients if you’re using PandaDoc on a trial basis, and up to 50 recipients if your PandaDoc account is active. If you’d like to send a document to more than 50 recipients, you can use our Bulk Send feature.
Note: The Free eSign plan supports only uploaded documents.
You can start a document in two ways:
Click + Create new... in the left panel
Or, click + Document in the top-right of the Home or Documents page.
Then select one of the following options:
Local file under Import from — upload a file from your computer or convert a
.docxfile into an editable PandaDoc document. You can also drag and drop your file into the upload area.
Note: You can upload PDF files of up to 2,000 pages.
Template or Blank document — start from scratch in the PandaDoc editor, or choose one of your saved templates or a template from the Template gallery.
Google Drive, OneDrive, Box, or Dropbox under Import from — upload a file directly from your cloud storage.
You can combine these options later while editing your document.
Learn how to bundle documents and bulk import documents.
Supported file formats for upload: .pdf, .png, .jpg, .jpeg and .docx.
You may run into an error uploading your document if it meets any of the following criteria:
Password protection is enabled
It contains form fields, embedded fonts, or comments
It exceeds 50 MB or contains more than 2000 pages
It’s a .doc, .xls, or.ppt file from Microsoft Office 95 or older
It’s a PDF consisting of several layers (to learn how to flatten your PDF, read this article)
Inside the document, you have plenty of options to edit it: add content through content blocks, add fields for your recipients to fill out.
If you upload your own file, it won’t be editable, but you can add more information to it by using content blocks.
Add a pricing table or quote builder to display your pricing:
We have plenty of design options to help you make your document look professional:
Once finished, add recipients, name your document, and send it.
Note: Template/document title shouldn't exceed 250 characters.