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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
  • [Editor 2.0] Collect files field
  • [Editor 2.0] Replacing a source file
  • Getting started with Editor 2.0
  • [Editor 2.0] Save time with templates
  • [Editor 2.0] Convert a document into a template
See all 27 articles

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
See all 8 articles

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
  • [Editor 2.0] Add and collect payments with Forms
  • [Editor 2.0] Download a CSV of form responses

Document Settings

  • Transfer document ownership to another user
  • [Editor 2.0] Protect documents with two-factor authentication
  • [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
See all 9 articles

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
See all 18 articles
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