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  1. Help center
  2. Create and send documents

Create and send documents

Create documents

  • ★ Page reordering
  • Conditional fields 
  • Sharing document folders with collaborators 
  • Table
  • Radio buttons
  • Conditional smart content for senders
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. Optional items and editable quantity
  • Pricing table 2.0. Discounts and taxes
  • Import and export your catalog via CSV
See all 11 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

  • Automations
  • Transfer document ownership to another user
  • Protect documents with recipient verification
  • Automatically send PDF of a completed document
  • Signing order
  • Document and Signature forwarding
See all 10 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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