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  1. Help center
  2. [Editor 2.0] Create and send documents

[Editor 2.0] Create and send documents

  • Create documents

    • ★ [Editor 2.0] Page reordering
    • Getting started with Editor 2.0
    • [Editor 2.0] Save time with templates
    • [Editor 2.0] Convert a document into a template
    • [Editor 2.0] Template Roles
    • [Editor 2.0] Variables
    • [Editor 2.0] Create a document
    • [Editor 2.0] Convert .docx files into editable templates/documents
    • [Editor 2.0] Inline comments
    • [Editor 2.0] Template gallery
    • [Editor 2.0] Content Builder Blocks
    • [Editor 2.0] Fields
    • [Editor 2.0] Assigning fields to recipients
    • [Editor 2.0] Date field format and options
    • [Editor 2.0] Document design
    • [Editor 2.0] Document design in videos
    • [Editor 2.0] Content Library
    • [Editor 2.0] Image Library
    • [Editor 2.0] Approval workflow
    • [Editor 2.0] Attach files to your document
    • [Editor 2.0] Auto-place PDF Fields
    • [Editor 2.0] Field tags recognition
    • [Editor 2.0] Transfer data from one document to another
    • [Editor 2.0] Restrict editing of content blocks
    • Manage your documents, templates and Content Library items
  • CPQ/Quotes

    • Pricing table 2.0. Add and set your pricing table
    • Pricing table 2.0. Optional items and editable quantity
    • Pricing table 2.0. Discounts and taxes
    • Pricing table 2.0. Group products under sections and display subscriptions or packages
    • Pricing table 2.0. Pricing table formatting
    • [Editor 2.0] Document value
    • [Editor 2.0] Product Catalog
    • [Editor 2.0] Keyboard shortcuts in tables and pricing tables
  • Forms

    • ★ [Editor 2.0] Create Forms
    • ★ [Editor 2.0] Publish forms
    • ★ [Editor 2.0] Collecting signatures with forms
    • ★ [Editor 2.0] How documents signed from forms are stored
  • Document Settings

    • [Editor 2.0] Automatically send PDF of a completed document
    • [Editor 2.0] Signing order
    • [Editor 2.0] Document and Signature forwarding
    • [Editor 2.0] Auto reminders
    • [Editor 2.0] Auto expirations
    • [Editor 2.0] Document auto-numbering
    • [Editor 2.0] Manually change document status
  • Send and Sign

    • [Editor 2.0] PandaDoc mobile app
    • [Editor 2.0] Add and manage recipients
    • [Editor 2.0] Send and sign a document 
    • [Editor 2.0] Saved messages
    • [Editor 2.0] Share document link with your recipients
    • [Editor 2.0] Send documents on someone's behalf
    • [Editor 2.0] Send documents in bulk
    • [Editor 2.0] Chat
    • [Editor 2.0] Version history
    • [Editor 2.0] Edit sent documents
    • [Editor 2.0] Redlining
    • [Editor 2.0] Send a follow-up reminder to sign a document
    • [Editor 2.0] Review Document Analytics
    • Inbox
    • [Editor 2.0] Review Audit trail for sent documents
    • Add and manage your contacts
    • [Editor 2.0] Renewal notification
    • [Editor 2.0] Sign a PandaDoc - Recipient’s Guide
  • Contact support
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