PandaDoc

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

Content builder blocks (new experience)

Content builder blocks (classic experience)

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

Smart content block. Conditional content (classic experience)

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

Restrict editing of content blocks (new experience)

Restrict editing of content blocks (classic experience)

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

Table

Add links to your PandaDoc documents

Blocks

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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