Add and manage your contacts
Availability: All plans
In PandaDoc, all recipients you send documents to are added to your contact list. Learn here how to add and manage your contacts.
Find out more about importing your Google contacts in bulk to PandaDoc.
Skip to:
Add new contacts
On the Left, click on the Contacts icon, then click on +New Contact.
Add information for the new contact record, the only required field is the Email Address. Click Save once finished.
Now you can add this contact as a recipient on your documents.
Note:
You can add a new contact right on the document.Contacts import/export
Reach out to our Support Team in case you need to import or export the contacts to/from the workspace. For import, provide a CSV file with the following columns and the Team will assist you further:
- first_name
- last_name
- company
- phone
- title
- street_address
- city
- postal_code
- country
- state
Edit contacts
Click on the contact record and click Edit button in the top right of the record to edit contact info.
Delete contacts
Go to Contacts, check the contact name and click the Delete button.
Note:
Deleting the contacts doesn't delete the documents associated with them.Review documents under a contact
Click on a contact to view all documents sent to this person.