Create and send documents
Create documents
- ★ Page reordering
- Conditional fields
- Sharing document folders with collaborators
- Table
- Radio buttons
- Conditional smart content for senders
CPQ/Quotes
- Product catalog: Volume-based pricing
- Copy Office Suite / Google Workspace / HTML tables into PandaDoc
- Pricing table. Add and set your pricing table
- Pricing table. Optional items and editable quantity
- Pricing table. Discounts and taxes
- Import and export your catalog via CSV
Forms
- ★ Create Forms
- ★ Publish forms
- ★ Collecting signatures with forms
- ★ How documents signed from forms are stored
- Pre-fill a form and capture events
- Add and collect payments with Forms
Document Settings
- Automations
- Transfer document ownership to another user
- Protect documents with recipient verification
- Automatically send PDF of a completed document
- Signing order
- Document and Signature forwarding
Send and Sign
- Qualified electronic signature
- Contract negotiation
- Presentation mode
- In-person signing
- How to import Google contacts
- Add and manage recipients