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.
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.
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.
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.
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
