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Creating, sending, and tracking documents with the mobile app

Create, view, send, track, and sign documents while you’re on the go with the PandaDoc mobile app.

Availability: All plans

Create, view, send, track, and sign documents while you’re on the go with the PandaDoc mobile app.

Warning: Users with pandadoc.eu accounts are unable to utilize the mobile app at this time.

Download PandaDoc mobile app: Google Play and AppStore

Supported versions:

  • iOS - version 10+, 11+

  • Android - versions 6.1+

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Creating a document in the mobile app

Creating a document via upload

You can easily upload a document, take a photo, or scan it — then send it to your recipients with the PandaDoc mobile app. Once you’ve uploaded your document, all you need to do is add fields, assign them to your recipients, and send the document.

To upload a document, tap the “+” button at the bottom of the screen, then choose one of these options:

  • Camera

  • Scan

  • Gallery

  • Files

If you want to take a photo of your document, tap Add, choose Camera, then snap your photo. The indicator in the lower-right corner shows how many photos you’ve already taken. To preview your photos before they’re combined into one document, tap the arrow button. You can also use the arrow button to delete unnecessary photos or add new ones.

Once you tap Done, the document will be uploaded.

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Editing and sending documents

To send your document, tap the Send button at the top of the screen. You can then choose to send your document via email or link.

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Tracking your documents

Dashboard and Timeline

Dashboard and Timeline are helpful tools for tracking activity on your documents. Timeline allows you to see when it was viewed, whether it’s been completed, and more, while Dashboard offers an overview of your documents for a given period of time.

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Inbox

Any documents on which you’re a signer or CC’d that require your attention will appear in your inbox. Documents you haven't yet viewed will be highlighted.

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Approving documents

With the PandaDoc mobile app, you can approve documents from anywhere, anytime.

Simply navigate to your dashboard, select For approval, choose the document you’d like to approve, then tap View document. From here, you can either reject or approve a document, and also leave a comment for the document sender.

Profile settings

By tapping the Profile icon in the top left corner, you can do any of the following:

  • Switch to another workspace (if you have more than one)

  • Set up your signature

  • Add a PIN code for additional security that will appear each time you open the mobile app

  • Delete account

  • Log out

  • Submit a request to the PandaDoc Support team

  • See which version of the app you’re using

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