Creating documents, templates, content library items, and forms
66 articles
Image Library
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
Convert .docx files into editable templates/documents
Editing PDFs in PandaDoc: How to add text and fields
How to flatten a PDF before uploading it to PandaDoc
Content builder blocks (classic experience)
Smart content block. Conditional content (classic experience)
Restrict editing of content blocks (new experience)
Content builder blocks (new experience)
Table
Smart content block. Conditional content
Add links to your PandaDoc documents
Restrict editing of content blocks (classic experience)
PCI compliance and credit card collection in PandaDoc
Fields (classic experience)
Assigning fields to recipients
Auto-place PDF form fields
Conditional fields (new experience)
Collect files field
Fields (new experience)
Field auto-placement
Field tags recognition
Text field validation
Radio buttons
Inline fields in PandaDoc
Conditional fields (classic experience)
Attach files to your document
Document value
Edit sent documents
Working with numbered lists
Version history
Transfer data from one document to another
Replacing a source file
Document bundling
Convert a document into a template
Create a document (classic experience)
Creating, sending, and tracking documents with the mobile app
Roles on the document
Attach files to your document (classic experience)
Download documents (classic experience)