Note:A maximum of 50 documents can be send during the trial. You can add up to 5 recipients if you’re using PandaDoc on a trial basis, and up to 50 recipients if your PandaDoc account is active. If you’d like to send a document to more than 50 recipients, you can use our Bulk Send feature.
Open the Dashboard or your document list, click New Document/Create, then select:
- Blank template — allows you to start from scratch in the PandaDoc editor. You can also select one of your pre-made templates.
- Local file under Upload (see formats and limitations below) — allows you to upload your own file or convert a .docx file into an editable PandaDoc. You can also simply drag and drop your file
- You can mix and match both options inside the document later
Learn how to bundle documents here.
Creating documents in the PandaDoc editor is not available on the Free eSign plan.
Supported file formats for upload: .pdf, .png, .jpg, .jpeg and .docx.
You may run into an error uploading your document if it meets any of the following criteria:
- Password protection
- Exceeds 50 MB or contains more than 500 pages
Another option would be to pick a template from our template gallery:
Inside the document, you have plenty of options to edit it: add content through content blocks, add fields for your recipients to fill out.
If you upload your own file, it won’t be editable, but you can add more information to it by using content blocks.
Add a pricing table(s) to display your pricing:
We have plenty of design options to help you make your document look professional:
Once finished, add recipients, name your document and send it.