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
CPQ/Quotes
- Product Catalog: Pricing with volume discount
- Advanced quotes
- Quote builder block. Working with product bundles
- Add and set quote builder
- Product Catalog
- Product catalog: Volume-based pricing
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
Document Settings
- Document info
- Automations
- Transfer document ownership to another user
- Protect documents with recipient verification
- Automatically send PDF of a completed document
- Signing order
Send and Sign
- Qualified electronic signature
- Contract negotiation
- Presentation mode
- In-person signing
- How to import Google contacts
- Add and manage recipients