Get familiar with the PandaDoc terminology to better understand our training and Help Center materials.
A PandaDoc template is a master copy of your key document (your typical Proposal, Agreement, Contract, etc.) that you create within PandaDoc once and then reuse to build and send new documents.
A PandaDoc Document is a single-use document that you create and send via PandaDoc out to recipients.
Forms are designed to collect information and electronic signatures from your recipients. You can share a PandaDoc Form via a direct link or by embedding it on your website — no coding necessary.
Bundling allows you to group multiple documents, send, and track them all at once in one tidy package.
The PandaDoc Content Builder is a tool to help you build content for your Templates and Documents. It consists of three elements of content: Blocks, Fields, and Variables.
These drag-and-drop elements are for building the content of your Template (or Document). For example, a text block will allow you to add the text for your Template, a Table of contents block will allow you to auto-create the table of content for your template (document), etc.
Pricing Table (Block)
The PandaDoc pricing table serves as a quoting tool for your templates (documents).
Quote Builder (Block)
Quote builder block allows you to build more advanced quotes than the pricing table allows with more calculation and design functionality.
These are drag-and-drop elements overlaid on the top of your document. They’re used to collect information from your recipient, like when they have to fill out a form. The most popular field is Signature Field that you will use as an eSignature tool.
Variables are text placeholders, designed to help you auto-fill any dynamic information in your document. For example, a document is prepared for [Client.FirstName]. Variables can be created on both templates and documents.
These are placeholders for future document recipients. Template roles will help you set your template up for signing order, workflow, and auto-fill tokens.
A template theme is a design style that you choose or create and set for your template.
The Content Library stores your reusable, modular content. Content can consist of blocks and fields that can be used within PandaDoc.
The account permissions that you can set up for each user (from your team). In PandaDoc, there are three permission levels: Team Member, Manager and Admin.
A Workspace is an isolated working environment and only its members have an access to documents and other information within it. It’s a great way to separate different teams, divisions or parts of your organization.
Next Steps: Learn PandaDoc fundamentals to understand how to use PandaDoc.