PandaDoc

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

How to upload a document

Documents

Request a demo

pandadoc.com

Idea portal

Training

Product updates

Go to pandadoc.com

Find answers and get help from Intercom Support and Community Experts

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