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Creating documents, templates, content library items, and forms
Creating documents, templates, content library items, and forms
54 articles
Editor
Image Library
Copy Office Suite / Google Workspace / HTML tables into PandaDoc
Keyboard shortcuts in tables and pricing tables
Presentation mode
How to flatten a PDF for use in PandaDoc
Convert .docx files into editable templates/documents
Editing PDFs in PandaDoc: How to add text and fields
Blocks
Restrict editing of content blocks
Content Builder Blocks
Table
Smart Content. AI-generated content
Smart content block. Conditional content
Fields
Assigning fields to recipients
Auto-place PDF form fields
Conditional fields
Collect files field
Fields
Field auto-placement
Field tags recognition
How to safely collect credit card details
Text field validation
Radio buttons
Variables
How do I make my own variables?
Variables
Design
Document design
Content reordering
Content reordering
Document design in videos
Stretch image to the page width
Setting up your themes
Templates
Save time with a reusable template
Template Roles
What's the difference between a template and a document?
Template gallery
Documents
Attach files to your document
Document value
Edit sent documents
Working with numbered lists
Version history
Transfer data from one document to another
Replacing a source file
Document bundling
Convert a document into a template
Create a document
Creating, sending, and tracking documents with the mobile app
Content Library Items
Content Library
Smart content block. Pre-selected content
Forms
Smart Forms
Collecting signatures with forms
Create Forms
Download a CSV of form responses
How documents signed from Forms are stored
Publish forms
Pre-fill a form and capture events