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Creating documents, templates, content library items, and forms

Creating documents, templates, content library items, and forms

55 articles

Convert .docx files into editable templates/documents

Document bundling

Approval workflow

Smart content block. Conditional content

Convert a document into a template

Create a document

Creating, sending, and tracking documents with the mobile app

Copy Office Suite / Google Workspace / HTML tables into PandaDoc

Keyboard shortcuts in tables and pricing tables

Presentation mode

How to flatten a PDF for use in PandaDoc

AI in text blocks

Restrict editing of content blocks

Content Builder Blocks

Smart Content. AI-generated content

Assigning fields to recipients

Auto-place PDF form fields

Conditional fields

Collect files field

Field auto-placement

Field tags recognition

How to safely collect credit card details

Text field validation

How do I make my own variables?

Document design

Content reordering

Content reordering

Document design in videos

Stretch image to the page width

Setting up your themes

Save time with a reusable template

What's the difference between a template and a document?

Template gallery

Attach files to your document

Edit sent documents

Working with numbered lists

Version history

Transfer data from one document to another

Replacing a source file

Content Library Items

Content Library

Smart content block. Pre-selected content

Collecting signatures with forms

Download a CSV of form responses

How documents signed from Forms are stored

Pre-fill a form and capture events