[Classic Editor] Create and send documents

Webinars

• [Classic Editor] Admin training webinar

Set up your templates

• [Classic Editor] Create an Editable template
• [Classic Editor] Create an Uploaded template
• [Classic Editor] Convert your files into editable templates/documents
• [Classic Editor] Content Builder blocks
• [Classic Editor] Fields
• [Classic Editor] Template Roles

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Create documents

• [Classic Editor] Create, send, and track documents with the mobile app
• [Classic Editor] Ways to create a document
• [Classic Editor] Document versions

CPQ/Quotes

• [Classic Editor] Add and set your pricing table
• [Classic Editor] Catalog and how to use it
• Import and export your catalog via CSV

Add design

• [Classic Editor] Set up design of templates
• [Classic Editor] Advanced design with CSS

Document & Template Settings

• [Classic Editor] Documents auto numbering
• [Classic Editor] Auto reminders
• [Classic Editor] Signing order
• [Classic Editor] Auto expirations
• [Classic Editor] Document and Signature forwarding
• [Classic Editor] Password-protected documents

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Send documents

• [Classic Editor] Share document link with your recipients
• [Classic Editor] Attach files to documents
• [Classic Editor] Send and Sign a PandaDoc Document
• [Classic Editor] Transfer data from one document to another
• [Classic Editor] Manage recipients on a document
• [Classic Editor] Change Recipients on Draft and Sent documents

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