📘 Note: The new experience is part of an early access program. For a full overview of what's changed and current limitations, see New document and template experience (early access) and New PandaDoc editor.
Availability: Business and Enterprise plans
Auto-numbering allows you to set a sequence and number for every new document you create.
Account owners can enable this feature in Extensions, Productivity category.
Auto-Numbering Setup
Navigate to Settings > Document settings, then scroll to Documents auto numbering. Select Add sequence to add a new sequence and start number.
Note: A sequence can have up to 32 characters with a starting number up to 9 digits.
Adding a sequence on a template
Once you have created your sequences, it’s best to add them directly to your templates. This ensures that any future documents created from these templates will automatically include the sequence and numbering.
To apply a sequence to a template, select File from the top menu, then click Auto-numbering from the dropdown.
From the Sequence Name dropdown, select the sequence you just created (or create a new one here). Finally, click Apply.
Note: Templates can acquire a sequence only, all documents created from these templates will inherit this sequence and a corresponding number.
Here's what your template with sequence applied will look like in the list view. Next image shows a document created from this template.
Use the sequence variable to populate the sequence number
Once you’ve configured the above, you can add a sequence variable to your template. This will auto-populate the number in each document created from the template.
To apply a sequence variable, open a template, then click View on the top menu, and select All variables. Scroll down to the bottom. Under System, copy [Document.SeqNumber] and paste it into a block in your template.
Adding sequence and numbering on documents
To add or change a document's sequence, follow these steps:
Select File from the top menu, then click Auto-numbering from the dropdown.
From the Sequence Name dropdown, select your desired sequence (or create a new one).
Click Apply.
Note: You will not have the option to change the number of the document.
