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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
  • Sharing document folders with collaborators 
  • Table
  • Radio buttons
  • Conditional smart content for senders
  • Document bundling
See all 38 articles

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
See all 11 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] Pre-fill a form and capture events
  • [Editor 2.0] Add and collect payments with Forms
See all 7 articles

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
See all 9 articles

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 
See all 24 articles
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