Creating documents, templates, content library items, and forms

Editor

• ★ Content reordering
• AI in text blocks 
• Document bundling
• Replacing a source file
• Convert a document into a template
• Convert .docx files into editable templates/documents

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Blocks

• Table
• Copy Office Suite / Google Workspace / HTML tables into PandaDoc
• Keyboard shortcuts in tables and pricing tables
• Content Builder Blocks
• Restrict editing of content blocks

Fields

• Field auto-placement
• Conditional fields 
• Radio buttons
• Collect files field
• Text field validation
• Fields

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Variables

• Variables
• How do I make my own variables?

Design

• Setting up your themes
• Stretch image to the page width
• Document design
• Document design in videos

Templates

• Sharing templates and Content Library items
• Save time with templates
• Template Roles
• Template gallery

Documents

• Creating, sending, and tracking documents with the mobile app
• Create a document
• Assigning fields to recipients
• Transfer data from one document to another

Content Library Items

• Conditional smart content for senders
• Content Library
• Image Library

Forms

• ★ Create Forms
• ★ Publish forms
• ★ How documents signed from forms are stored
• Pre-fill a form and capture events
• Download a CSV of form responses