PandaDoc

Content Library (classic experience)

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

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.

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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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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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New experience

A new way of creating documents: what changed and where things moved

Template workflow builder and guided document creation — full guide

New PandaDoc editor

Getting started 

Save time with a reusable template (new experience)

Approval workflow (new experience)

Building templates

Create a document (new experience)

Roles, recipients, signing order, and switching signers

Pull data from integration — CRM workflow step

Creating documents

Pre-send checks

Send and sign a document (new experience)

Collecting payments with PandaDoc (new experience)

Document summary page

 Sending & signing

Fill in document details step

Conditional logic in forms

Forms

Editing Documents with the PandaDoc AI assistant

Creating documents, templates, content library items, and forms

Convert .docx files into editable templates/documents

Editing PDFs in PandaDoc: How to add text and fields

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

Edit with Microsoft Word

Spell check in the editor

Editor

Content builder blocks (new experience)

Content builder blocks (classic experience)

Smart content block. Conditional content

Smart content block. Conditional content (classic experience)

Restrict editing of content blocks (new experience)

Restrict editing of content blocks (classic experience)

Table

Add links to your PandaDoc documents

Blocks

PCI compliance and credit card collection in PandaDoc

Inline fields in PandaDoc

Fields (new experience)

Fields (classic experience)

File upload field

Radio buttons

Assigning fields to recipients

Auto-place PDF form fields

Conditional fields (new experience)

Conditional fields (classic experience)

Field auto-placement

Field tags recognition

How to safely collect credit card details

Text field validation (new experience)

Text field validation (classic experience)

Field Suggestions: prepare documents for sending faster

Fields

Variables (new experience)

Variables (classic experience)

How do I make my own variables?

Variables

Document design

Content reordering

Document design in videos

Stretch image to the page width

Setting up your themes (new experience)

Setting up your themes (classic experience)

Design

Save time with a reusable template (classic experience)

Template Roles

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

Template gallery

Templates

Create a document (classic experience)

Roles on the document

Convert a document into a template

Attach files to your document

Attach files to your document (classic experience)

Total value

Edit sent documents

Working with numbered lists

Version history

Document bundling

Replacing a source file

Creating, sending, and tracking documents with the mobile app

Download documents (classic experience)

Documents

Forms are moving to Templates

Smart Forms

Create Forms

Collecting signatures with forms

Publish forms

How documents signed from Forms are stored

Download a CSV of form responses

Pre-fill a form and capture events

Sending documents