[Editor 2.0] Create and send documents
Create documents
- ★ [Editor 2.0] Page reordering
- Sharing document folders with collaborators
- Table
- Radio buttons
- Conditional smart content for senders
- Document bundling
CPQ/Quotes
- Product catalog: Volume-based pricing
- Copy Office Suite / Google Workspace / HTML tables into PandaDoc
- 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
- Import and export your catalog via CSV
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] Pre-fill a form and capture events
- [Editor 2.0] Add and collect payments with Forms
Document Settings
- Transfer document ownership to another user
- Protect documents with recipient verification
- [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
Send and Sign
- [Editor 2.0] Contract negotiation
- [Editor 2.0] Presentation mode
- [Editor 2.0] In-person signing
- How to import Google contacts
- [Editor 2.0] Add and manage recipients
- [Editor 2.0] Send and sign a document