PandaDoc

Full documentation for the new template workflow builder and document creation guided flow — setup, configuration, and limitations.

Template workflow builder and guided document creation — full guide

If your PandaDoc looks different, this article explains what changed, where to find what you already know, and how to switch back if you need to.

New document and template experience — what changed

Set up the Pull data from integration workflow step to automatically populate documents with data from your CRM when your team creates them.

Pull data from integration — CRM workflow step

Learn what’s new in the redesigned PandaDoc editor — a faster, cleaner, and more intuitive editing experience.

New PandaDoc editor

Approval workflow (new experience )

Learn how to create a document in PandaDoc — from uploading a file to using a template and sending through the guided flow.

Create a document (new experience)

Manage template roles directly on a document — assign recipients, remove roles you don't need, or combine two roles into one.

Roles on the document

Set up who participates in a document, choose a signing order, and replace a recipient if someone changes — all from the Recipients panel in the new document experience.

Roles, recipients, signing order, and switching signers

New experience

Create a custom design with text, images, and links

Request a demo

pandadoc.com

Idea portal

Training

Product updates

Go to pandadoc.com

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