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Creating documents, templates, content library items, and forms

Creating documents, templates, content library items, and forms

48 articles

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

Convert .docx files into editable templates/documents

Convert a document into a template

Document bundling

Content reordering

Replacing a source file

Version history

AI in text blocks

Content Builder Blocks

Restrict editing of content blocks

Copy Office Suite / Google Workspace / HTML tables into PandaDoc

Keyboard shortcuts in tables and pricing tables

Collect files field

Date field format and options

Conditional fields

Text field validation

Field auto-placement

Auto-place PDF form fields

Field tags recognition

How do I make my own variables?

Document design

Document design in videos

Setting up your themes

Stretch image to the page width

Working with numbered lists

Smart Content. AI-generated content

Save time with a reusable template

Sharing templates and Content Library items

Template gallery

Create a document

Assigning fields to recipients

Transfer data from one document to another

Creating, sending, and tracking documents with the mobile app

Content Library Items

Content Library

Smart content block. Pre-selected content

Smart content block. Conditional content

How documents signed from Forms are stored

Download a CSV of form responses

Pre-fill a form and capture events