PandaDoc

Use the PandaDoc AI assistant to rewrite sections, fill variables, and update your documents with natural language instructions.

Editing Documents with the PandaDoc AI assistant

Creating documents, templates, content library items, and forms

Turn an uploaded Word file into a fully editable PandaDoc document or template.

Convert .docx files into editable templates/documents

While PDFs themselves are uneditable, PandaDoc allows you to work with PDFs by overlaying text, images, fields, and other elements directly onto the document.

Editing PDFs in PandaDoc: How to add text and fields

Store your images in the PandaDoc Image Library for quick access. Images will be added as an image block.

Image Library

You can easily add HTML tables, or tables you have created in Office Suite or Google Workspace, as editable tables to your PandaDoc documents.

Copy Office Suite / Google Workspace / HTML tables into PandaDoc

Keyboard shortcuts in tables and pricing tables

Presentation mode allows you to demo your documents to colleagues and clients in a smooth and simple way.

Presentation mode

Flattening your PDF ensures that all layers are combined into a single, uneditable layer, improving its appearance and compatibility in PandaDoc.

How to flatten a PDF for use in PandaDoc

Use Microsoft Word for the web to edit .doc or .docx files uploaded to PandaDoc — without conversion and without leaving your browser.

Edit with Microsoft Word

Learn how PandaDoc spell check flags misspelled words, how to choose the spell check language or turn it off, and how to apply a suggestion or ignore a word.

Spell check in the editor

Editor

Learn how to manage, organize, and customize content blocks in PandaDoc templates and documents.

Content builder blocks (new experience)

Content builder blocks (classic experience)

Learn to set up smart content blocks in PandaDoc: use conditional content to automate document creation based on variables or pricing tables

Smart content block. Conditional content

Smart content block. Conditional content (classic experience)

Lock content blocks in PandaDoc templates to restrict edits. Only Admins/Managers can unlock.

Restrict editing of content blocks (new experience)

Restrict editing of content blocks (classic experience)

Easily customize tables in PandaDoc: add images, adjust column sizes, and merge horizontal cells. Use table properties for design options.

Table

Add links to your PandaDoc documents

Blocks

Understand what credit card collection is and isn't allowed in PandaDoc, how to identify and remove non-compliant data, and how to switch to a compliant setup using PandaDoc Payments.

PCI compliance and credit card collection in PandaDoc

Inline fields in PandaDoc

Learn how to collect customer information like names, addresses, and dates using fillable fields in PandaDoc.

Fields (new experience)

Fields (classic experience)

The File upload field allows your recipients to easily upload files in your document.

File upload field

Radio buttons allow your document’s recipients to select only one predefined option from the list you provide.

Radio buttons

PandaDoc simplifies signatures by letting you quickly assign fields to recipients. Drag, drop, and assign fields.

Assigning fields to recipients

Upload a PDF with form fields to PandaDoc, convert them to PandaDoc fields. Auto-placed fields are 'not required' by default.

Auto-place PDF form fields

Conditional fields let customers see only the relevant fields they need to fill out, based on rules you define.

Conditional fields (new experience)

Conditional fields (classic experience)

Field auto-placement

PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded.

Field tags recognition

Learn how to securely collect credit card information in PandaDoc using the Card Details field (new editor) or Billing Details field (classic editor), and what to do if you've already…

How to safely collect credit card details

Text field validation feature will help you make sure your recipients’ input information in fields always appears in the correct format.

Text field validation (new experience)

Text field validation (classic experience)

When you upload a PDF or DOCX, PandaDoc suggests where fields should go. Review the suggestions, accept the ones you need, and send.

Field Suggestions: prepare documents for sending faster

Fields

Use variables to save you time by auto-filling any information that frequently occurs in your documents.

Variables (new experience)

Variables (classic experience)

To create custom variables open your Template > add a Text Block > type the name of the variable in square brackets, e.g. [Client.Address].

How do I make my own variables?

Variables

Discover how to format text, adjust page layouts, and customize tables and images in your PandaDoc documents using the design options.

Document design

A guide on how to rearrange pages, content blocks and documents within one document bundle.

Content reordering

Document design in videos

A guide on how to stretch images to the page width.

Stretch image to the page width

Theme design helps you align your content with your company branding guidelines, ensuring that you'll impress your prospects and customers.

Setting up your themes (new experience)

Setting up your themes (classic experience)

Design

Create and reuse templates to save time by automating document creation in PandaDoc. Available on Essentials, Business, and Enterprise plans

Save time with a reusable template (classic experience)

Roles let you pre-assign fields to recipients in templates. Designate roles, and fields are automatically assigned when sending documents.

Template Roles

Templates are for multiple use. In order to send a document, you must first create it from an existing template.

What's the difference between a template and a document?

PandaDoc has a library of 1000+ professional templates to help you start creating stunning proposals in a couple of clicks.

Template gallery

Templates

Upload or create docs from scratch, or import from cloud storage. Supported files: .pdf, .png, .jpg, .jpeg, .docx.

Create a document (classic experience)

Manage template roles directly on a document — assign recipients, remove roles you don't need, or combine two roles into one.

Roles on the document

Convert documents into reusable templates. Variables and fields are reset. Use template roles and workflow options.

Convert a document into a template

The Attachments app allows you to attach downloadable files to your document in case you do not want to include them in the document body.

Attach files to your document

Attach files to your document (classic experience)

Track the total value of your document and collect payments directly from your document using the Total value panel.

Total value

Sent documents are encrypted. To update content, edit and resend, but all filled fields are erased, pushing it back to draft status.

Edit sent documents

Continue lists by typing the next number, even across pages. Configure numbering for different heading styles in the Design tab.

Working with numbered lists

Version history feature allows you to switch between document/template/content library items/form versions and view previous versions.

Version history

Use document bundling to send multiple documents in one email, have them signed, and store them separately in a single package.

Document bundling

The 'Replace a source file' feature allows you to replace uploaded content while keeping blocks and fields in place.

Replacing a source file

Create, view, send, track, and sign documents while you’re on the go with the PandaDoc mobile app.

Creating, sending, and tracking documents with the mobile app

Download documents (classic experience)

Create a follow-on document with recipients, variables, quote items, and integration data pre-filled from an existing one — and see every document in a connected chain from the summary page.

Documents

Content Library (classic experience)

Save frequently used content to your library and easily reuse it, so you don't have to recreate it from scratch each time.

Content Library

A smart content block allows you to pre-select content that other users on your account can add to a document.

Smart content block. Pre-selected content

Content Library Items

Forms are moving to Templates

Customize forms, set post-submission actions, generate multiple docs, and track responses. Use collected data to populate your documents.

Smart Forms

Create forms in PandaDoc to streamline document generation and signatures.

Create Forms

This article covers how customers fill out forms and what happens afterwards.

Collecting signatures with forms

Use the code snippet to add the form to your website. Alternatively, you can share the direct link with your customer.

Publish forms

Once someone fills out your form, a new folder will be created. Within this folder, you’ll find every document created from this form.

How documents signed from Forms are stored

Download a CSV of form responses

Consider pre-filling information for your recipients and capturing events from your form to automate your workflow even more.

Pre-fill a form and capture events

Forms

Create a custom design with text, images, and links

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