[Editor 2.0] Create and send documents
-
Create
-
★
[Editor 2.0] Assigning fields to recipients
-
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] 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
-
★
[Editor 2.0] Assigning fields to recipients
-
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
-
Pricing table 2.0. Add and set your pricing table
-
Document Settings
-
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
-
[Editor 2.0] PandaDoc mobile app