Please get familiar with the PandaDoc terminology to better understand our training and help center material.
A PandaDoc template is a master copy of your key document (your typical Proposal, Agreement, Contract, Forms etc.) that you create within PandaDoc once and then reuse to build and send new documents.
There are 2 different types of templates in PandaDoc:
A PandaDoc Document is a single-use document that you create and send via PandaDoc out to recipients.
These drag-and-drop elements are for building the content of your Template (Document). For example, a Text Block will allow you to add the text for your Template, “TOC” block will allow you to auto-create the table of content for your Template (Document) etc.
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 eSignature tool.
Tokens are text placeholders, designed to help you auto-fill any dynamic information in your document. For example, a document is prepared for [Client.FirstName]. Note: Tokens can only be created in the Template, but they are filled out in the Document.
These are placeholders for future document recipients. Template roles will help you set your template up for signing order, workflow, and auto-fill tokens.
The template theme is a design style that you choose or create and set for your template.
Pricing Table (Block)
The PandaDoc pricing table serves as a quoting tool for your templates (documents).
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 basics to understand how to use PandaDoc.