PandaDoc

Passcode verification

SMS verification

Learn how to set up a passcode, SMS, KBA, or ID verification for document recipients to enhance security and proper access before signing.

Protect documents with identity verification

Learn how to set up different verification tupes for document recipients

Identity verification

Create a custom design with text, images, and links

Request a demo

pandadoc.com

Idea portal

Community

Learning Academy

Go to pandadoc.com

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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.

Style guide

Article page title

Home hero title

Nederlands

English

Français

Deutsch

Português

Español

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

Content Library (classic experience)

Content Library

Smart content block. Pre-selected content

Content Library Items

Forms are moving to Templates

Smart Forms

Create Forms

Collecting signatures with forms

Publish forms