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  1. Help center
  2. Create and send documents

Create and send documents

Create documents

  • ★ Page reordering
  • Bulk import documents to PandaDoc
  • Conditional approvals with quote builder
  • Conditional fields 
  • Sharing document folders with collaborators 
  • Table
See all 40 articles

CPQ/Quotes

  • Quote builder block. Map products into quote sections 
  • Quote builder block. Working with custom products
  • Product Catalog: Pricing with volume discount
  • Advanced quotes 
  • Quote builder block. Working with product bundles
  • Add and set up quote builder 
See all 17 articles

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
See all 7 articles

Document Settings

  • Document info 
  • Automations
  • Transfer document ownership to another user
  • Protect documents with recipient verification
  • Automatically send a PDF of a completed document
  • Signing order
See all 11 articles

Send and Sign

  • Qualified electronic signature
  • Contract negotiation
  • Presentation mode
  • In-person signing
  • How to import Google contacts
  • Add and manage recipients
See all 25 articles
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