PandaDoc

How to upload a document

Creating documents, templates, content library items, and forms

Store your images in the PandaDoc Image Library for quick access. Images will be added as an image block.

Image Library

You can easily add HTML tables, or tables you have created in Office Suite or Google Workspace, as editable tables to your PandaDoc documents.

Copy Office Suite / Google Workspace / HTML tables into PandaDoc

Keyboard shortcuts in tables and pricing tables

Presentation mode allows you to demo your documents to colleagues and clients in a smooth and simple way.

Presentation mode

Flattening your PDF ensures that all layers are combined into a single, uneditable layer, improving its appearance and compatibility in PandaDoc.

How to flatten a PDF for use in PandaDoc

Easily create editable PandaDoc templates and documents from .docx/.doc files.

Convert .docx files into editable templates/documents

While PDFs themselves are uneditable, PandaDoc allows you to work with PDFs by overlaying text, images, fields, and other elements directly onto the document.

Editing PDFs in PandaDoc: How to add text and fields

Editor

Lock content blocks in PandaDoc templates to restrict edits. Only Admins/Managers can unlock.

Restrict editing of content blocks

Learn how to manage, organize, and customize content blocks in PandaDoc templates and documents.

Content Builder Blocks

Easily customize tables in PandaDoc: add images, adjust column sizes, and merge horizontal cells. Use table properties for design options.

Table

AI-generated content within a Smart Content block allows you to effortlessly create and adapt content dynamically for each proposal.

Smart Content. AI-generated content

Learn to set up smart content blocks in PandaDoc: use conditional content to automate document creation based on variables or pricing tables

Smart content block. Conditional content

Blocks

PandaDoc simplifies signatures by letting you quickly assign fields to recipients. Drag, drop, and assign fields.

Assigning fields to recipients

Upload a PDF with form fields to PandaDoc, convert them to PandaDoc fields. Auto-placed fields are 'not required' by default.

Auto-place PDF form fields

Conditional fields let customers see only the relevant fields they need to fill out, based on rules you define.

Conditional fields 

The Collect files field allows your recipients to easily upload files in your document.

Collect files field

Learn how to collect customer information like names, addresses, and dates using fillable fields in PandaDoc.

Fields

Field auto-placement

PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded.

Field tags recognition

To securely collect credit card information within PandaDoc, we recommend using the Card Details field, integrated with Stripe.

How to safely collect credit card details

Text field validation feature will help you make sure your recipients’ input information in fields always appears in the correct format.

Text field validation

Radio buttons allow your document’s recipients to select only one predefined option from the list you provide.

Radio buttons

To create custom variables open your Template > add a Text Block > type the name of the variable in square brackets, e.g. [Client.Address].

How do I make my own variables?

Use variables to save you time by auto-filling any information that frequently occurs in your documents.

Variables

Discover how to format text, adjust page layouts, and customize tables and images in your PandaDoc documents using the design options.

Document design

A guide on how to rearrange pages, content blocks and documents within one document bundle.

Content reordering

Document design in videos

A guide on how to stretch images to the page width.

Stretch image to the page width

Theme design helps you align your content with your company branding guidelines, ensuring that you'll impress your prospects and customers.

Setting up your themes

Design

Create and reuse templates to save time by automating document creation in PandaDoc. Available on Essentials, Business, and Enterprise plans

Save time with a reusable template

Roles let you pre-assign fields to recipients in templates. Designate roles, and fields are automatically assigned when sending documents.

Template Roles

Templates are for multiple use. In order to send a document, you must first create it from an existing template.

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

PandaDoc has a library of 1000+ professional templates to help you start creating stunning proposals in a couple of clicks.

Template gallery

Templates

The Attachments app allows you to attach downloadable files to your document in case you do not want to include them in the document body.

Attach files to your document

Use document value to see or adjust the total value of your document.

Document value

Sent documents are encrypted. To update content, edit and resend, but all filled fields are erased, pushing it back to draft status.

Edit sent documents

Continue lists by typing the next number, even across pages. Configure numbering for different heading styles in the Design tab.

Working with numbered lists

Version history feature allows you to switch between document/template/content library items/form versions and view previous versions.

Version history

You can generate a new document based on an existing one that will automatically include your client’s data and pricing details.

Transfer data from one document to another

The 'Replace a source file' feature allows you to replace uploaded content while keeping blocks and fields in place.

Replacing a source file

Use document bundling to send multiple documents in one email, have them signed, and store them separately in a single package.

Document bundling

Convert documents into reusable templates. Variables and fields are reset. Use template roles and workflow options.

Convert a document into a template

Upload or create docs from scratch, or import from cloud storage. Supported files: .pdf, .png, .jpg, .jpeg, .docx.

Create a document

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

Creating, sending, and tracking documents with the mobile app

Documents

Save frequently used content to your library and easily reuse it, so you don't have to recreate it from scratch each time.

Content Library

A smart content block allows you to pre-select content that other users on your account can add to a document.

Smart content block. Pre-selected content

Content Library Items

Customize forms, set post-submission actions, generate multiple docs, and track responses. Use collected data to populate your documents.

Smart Forms

This article covers how customers fill out forms and what happens afterwards.

Collecting signatures with forms

Create forms in PandaDoc to streamline document generation and signatures.

Create Forms

Download a CSV of form responses

Once someone fills out your form, a new folder will be created. Within this folder, you’ll find every document created from this form.

How documents signed from Forms are stored

Use the code snippet to add the form to your website. Alternatively, you can share the direct link with your customer.

Publish forms

Consider pre-filling information for your recipients and capturing events from your form to automate your workflow even more.

Pre-fill a form and capture events

Forms

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Training

Product updates

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