#  Help Center

> How can we help you?

## Nederlands

### Nieuwe ervaring

- [Nieuwe document- en sjabloonervaring — wat is er veranderd](https://support.pandadoc.com/nl/articles/14729447-nieuwe-document-en-sjabloonervaring-wat-is-er-veranderd.md): Als je PandaDoc er anders uitziet, legt dit artikel uit wat er is veranderd, waar je kunt vinden wat je al weet en hoe je terug kunt schakelen als dat nodig is.
- [Sjabloon workflow bouwer en begeleide document creatie — volledige gids](https://support.pandadoc.com/nl/articles/12108203-sjabloon-workflow-bouwer-en-begeleide-document-creatie-volledige-gids.md): Volledige documentatie voor het nieuwe sjabloon workflow builder en document creatiegestuurde flow — setup, configuratie en beperkingen.
- [Nieuwe PandaDoc-editor](https://support.pandadoc.com/nl/articles/12680681-nieuwe-pandadoc-editor.md): Leer wat er nieuw is in de opnieuw ontworpen PandaDoc-editor – een snellere, schonere en intuïtievere bewerkingservaring.
- [Bespaar tijd met een herbruikbaar sjabloon \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/9714616-bespaar-tijd-met-een-herbruikbaar-sjabloon-nieuwe-ervaring.md): Maak en hergebruik sjablonen om tijd te besparen door het maken van documenten in PandaDoc te automatiseren.
- [Een document maken \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/11197006-een-document-maken-nieuwe-ervaring.md): Leer hoe je een document maakt in PandaDoc — van het uploaden van een bestand tot het gebruik van een sjabloon en het verzenden via de begeleide flow.
- [Betalingen innen met PandaDoc](https://support.pandadoc.com/nl/articles/9714741-betalingen-innen-met-pandadoc.md)
- [Documentgegevens invullen stap](https://support.pandadoc.com/nl/articles/12115828-documentgegevens-invullen-stap.md): Maak kennis met de stap Documentgegevens invullen — een nieuwe manier om je sjabloon als openbaar formulier te delen

### Documenten, sjablonen, contentbibliotheek-items en formulieren maken

- [Afbeeldingenbibliotheek](https://support.pandadoc.com/nl/articles/9714639-afbeeldingenbibliotheek.md)
- [Presentatiemodus](https://support.pandadoc.com/nl/articles/9714818-presentatiemodus.md): In de presentatiemodus kunt u uw documenten op een vlotte en eenvoudige manier aan collega's en klanten demonstreren.
- [Content builder blokken \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/9714573-content-builder-blokken-nieuwe-ervaring.md): Leer hoe je contentblok beheert, organiseert en aanpast in PandaDoc sjabloon en document.
- [Blok met slimme content. Voorwaardelijke inhoud](https://support.pandadoc.com/nl/articles/9714634-blok-met-slimme-content-voorwaardelijke-inhoud.md): Leer blok met slimme content in PandaDocopzetten: gebruik conditionele content om document creatie te automatiseren op basis van variabele of prijstabel
- [Bewerking van contentblok beperken \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/9714578-bewerking-van-contentblok-beperken-nieuwe-ervaring.md): Vergrendel contentblok in PandaDoc sjabloon om bewerkingen te beperken. Alleen beheerder/manager kan ontgrendelen.
- [Velden \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/9714583-velden-nieuwe-ervaring.md): Ontdek hoe u klantgegevens zoals namen, adressen en datums kunt verzamelen met behulp van invulvelden in PandaDoc.
- [Het veld Bestanden verzamelen](https://support.pandadoc.com/nl/articles/9714591-het-veld-bestanden-verzamelen.md): Met het veld\<i\>Bestanden verzamelen\</i\> kunnen uw ontvangers gemakkelijk bestanden uploaden in uw document.
- [Voorwaardelijke velden](https://support.pandadoc.com/nl/articles/9714593-voorwaardelijke-velden.md)
- [Tekstveld validatie](https://support.pandadoc.com/nl/articles/9714595-tekstveld-validatie.md)
- [Variables \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/9714599-variables-nieuwe-ervaring.md): Gebruik variabelen om tijd te besparen door automatisch gegevens in te vullen die vaak voorkomen in je documenten.
- [Documentontwerp](https://support.pandadoc.com/nl/articles/9714603-documentontwerp.md): Ontdek hoe je tekst kunt opmaken, paginalay-outs kunt aanpassen en tabellen en afbeeldingen kunt aanpassen in je PandaDoc document met behulp van de ontwerpopties.
- [Sjabloonrollen](https://support.pandadoc.com/nl/articles/9714620-sjabloonrollen.md)
- [Document maken](https://support.pandadoc.com/nl/articles/9714623-document-maken.md): Upload of maak documenten vanaf nul, of importeer vanuit cloudopslag. Ondersteunde bestanden: .pdf, .png, .jpg, .jpeg, .docx.
- [Bestanden aan je document toevoegen](https://support.pandadoc.com/nl/articles/9714681-bestanden-aan-je-document-toevoegen.md): Met de app Bijlagen kun je downloadbare bestanden aan je document toevoegen als je ze niet in de hoofdtekst wilt opnemen.
- [Contentbibliotheek](https://support.pandadoc.com/nl/articles/9714631-contentbibliotheek.md): Sla vaak gebruikte content op in je bibliotheek en hergebruik het eenvoudig, zodat je het niet elke keer helemaal opnieuw hoeft te maken.
- [Handtekeningen verzamelen met formulieren](https://support.pandadoc.com/nl/articles/9714780-handtekeningen-verzamelen-met-formulieren.md): Dit artikel behandelt hoe klanten formulieren invullen en wat er daarna gebeurt.

### Documenten versturen

- [Ontvangers toevoegen en beheren](https://support.pandadoc.com/nl/articles/9714650-ontvangers-toevoegen-en-beheren.md)
- [Ondertekeningsvolgorde](https://support.pandadoc.com/nl/articles/9714771-ondertekeningsvolgorde.md): De ondertekeningsvolgorde zorgt dat documenten opeenvolgend worden ondertekend, pas naar de volgende na voltooiing van de vorige.
- [ID-controle](https://support.pandadoc.com/nl/articles/9997596-id-controle.md): ID-controle verifieert ontvangeridentiteiten met behulp van overheids-ID's. Je kunt het opzetten voordat je het document opent of ondertekent in PandaDoc.
- [Automatische herinneringen \(klassieke ervaring\)](https://support.pandadoc.com/nl/articles/15030611-automatische-herinneringen-klassieke-ervaring.md)
- [Automatische vervaldatums](https://support.pandadoc.com/nl/articles/9714665-automatische-vervaldatums.md): Automatische vervaldatum laat documenten verlopen als ze niet op tijd worden voltooid, waardoor hun status verandert in "Verlopen".
- [Automatische herinneringen](https://support.pandadoc.com/nl/articles/9714663-automatische-herinneringen.md): Met automatische herinneringen kun je herinneringen instellen die automatisch per e-mail naar ondertekenaars gaan die nog niet voltooiden.
- [Automatisch een PDF van een voltooid document](https://support.pandadoc.com/nl/articles/9714671-automatisch-een-pdf-van-een-voltooid-document.md): Wanneer 'automatisch verzonden PDF's na voltooiing' is ingeschakeld, ontvangen alle deelnemers een e-mail met een PDF van de afgeronde document zodra deze is voltooid.
- [Ontvangers doorsturen na voltooiing van een document](https://support.pandadoc.com/nl/articles/9714647-ontvangers-doorsturen-na-voltooiing-van-een-document.md)
- [Goedkeuringsproces](https://support.pandadoc.com/nl/articles/9714799-goedkeuringsproces.md): Leer hoe je geautomatiseerde goedkeuringsprocessen instelt in PandaDoc.
- [Pas je branding aan in PandaDoc](https://support.pandadoc.com/nl/articles/11704695-pas-je-branding-aan-in-pandadoc.md)
- [Documenten in bulk verzenden](https://support.pandadoc.com/nl/articles/9714678-documenten-in-bulk-verzenden.md): Verzend documenten in bulk naar meerdere ontvangers met unieke exemplaren. Beschikbaar bij Business- en Enterprise-abonnementen met een volumepakket als add-on.
- [Persoonlijk ondertekenen](https://support.pandadoc.com/nl/articles/9714778-persoonlijk-ondertekenen.md)
- [Teken een PandaDoc — Handleiding voor ontvangers](https://support.pandadoc.com/nl/articles/9714786-teken-een-pandadoc-handleiding-voor-ontvangers.md)
- [Een document weigeren - perspectief van de klant](https://support.pandadoc.com/nl/articles/9714662-een-document-weigeren-perspectief-van-de-klant.md)
- [Handtekeningcertificaat of voltooid document](https://support.pandadoc.com/nl/articles/9714781-handtekeningcertificaat-of-voltooid-document.md): Houd document ondertekening bij met een handtekeningscertificaat, waarin ondertekenaars, tijdstempels en IP-adressen op de laatste pagina van de PDF worden vermeld.
- [Doorsturen van documenten en handtekeningen](https://support.pandadoc.com/nl/articles/9714774-doorsturen-van-documenten-en-handtekeningen.md): Schakel het doorsturen van documenten en handtekeningen in, zodat ontvangers documenten met anderen kunnen delen ter beoordeling of ondertekening.

### Contract Lifecycle Management 

- [Overzicht van Contract Lifecycle Management \(CLM\)](https://support.pandadoc.com/nl/articles/15419844-overzicht-van-contract-lifecycle-management-clm.md): Alles wat je nodig hebt om contracten te beheren van upload tot verlenging — PandaDocCLM-mogelijkheden automatiseren het datawerk zodat je team zich op de deal kan richten.
- [Bulk import document naar PandaDoc](https://support.pandadoc.com/nl/articles/9714844-bulk-import-document-naar-pandadoc.md): Bulkimport laat je meerdere bestanden tegelijk uploaden, wat document creatie en opslag van voltooid document in PandaDocvereenvoudigt
- [AI-gegevensextractie voor Contract Repository](https://support.pandadoc.com/nl/articles/13376354-ai-gegevensextractie-voor-contract-repository.md)
- [Vind en rapporteer een document met AI-zoekactie](https://support.pandadoc.com/nl/articles/15805347-vind-en-rapporteer-een-document-met-ai-zoekactie.md): Gebruik AI-zoekactie om documenten per inhoud te vinden, te filteren op AI-geëxtraheerde contractgegevens en aangepaste rapportages te bouwen.
- [Verlengingen van overeenkomsten \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/9714670-verlengingen-van-overeenkomsten-nieuwe-ervaring.md): Houd de komende /nl/contractverlenging/ bij en ontvang een melding voordat ze gebeuren — automatisch of met handmatige installatie.
- [Overeenkomstverlengingen \(klassieke ervaring\)](https://support.pandadoc.com/nl/articles/15048447-overeenkomstverlengingen-klassieke-ervaring.md): Verlengingsmeldingen helpen om te zien welke documenten binnenkort worden verlengd in je document lijst en stel verlengingsmelding-e-mails in.
- [Rapportage](https://support.pandadoc.com/nl/articles/9714828-rapportage.md): Rapportage biedt inzicht in teamprestaties, workflow, document en sjabloon, waardoor datagedreven beslissingen mogelijk worden.

### Citeren & betalingen

- [Productcatalogus: op volume gebaseerde prijzen](https://support.pandadoc.com/nl/articles/9714697-productcatalogus-op-volume-gebaseerde-prijzen.md)
- [Product Catalogus](https://support.pandadoc.com/nl/articles/9714691-product-catalogus.md)
- [Importeer en exporteer je catalogus via CSV](https://support.pandadoc.com/nl/articles/9714700-importeer-en-exporteer-je-catalogus-via-csv.md)
- [Prijstabel. Voeg je prijstabel toe en stel deze in](https://support.pandadoc.com/nl/articles/9714703-prijstabel-voeg-je-prijstabel-toe-en-stel-deze-in.md): Leer prijstabel in PandaDocaan te passen: voeg producten toe, beheer kolommen, geef kortingen en integreer met CRM.
- [Prijstabel. Kortingen en belastingen](https://support.pandadoc.com/nl/articles/9714706-prijstabel-kortingen-en-belastingen.md): Je kunt een regelpost korting en belasting tonen, evenals totale kortingen en belastingen.
- [Prijstabel. Optionele items en bewerkbare hoeveelheid](https://support.pandadoc.com/nl/articles/9714705-prijstabel-optionele-items-en-bewerkbare-hoeveelheid.md): Schakel optionele producten en bewerkbare hoeveelheden in PandaDoc in. Wijs velden toe aan ontvanger, zodat ze items kunnen selecteren en de hoeveelheid kunnen aanpassen.
- [Prijstabel worden geüpgraded naar Offertetool](https://support.pandadoc.com/nl/articles/14019817-prijstabel-worden-geupgraded-naar-offertetool.md)
- [Voeg Offertetool toe en zet het in](https://support.pandadoc.com/nl/articles/9714713-voeg-offertetool-toe-en-zet-het-in.md): Leer hoe je op maat gemaakte, nauwkeurige offertes kunt maken met PandaDoc's Offertetool.
- [Blok Offerte samenstellen. Werken met productbundels](https://support.pandadoc.com/nl/articles/9714716-blok-offerte-samenstellen-werken-met-productbundels.md): Producten kunnen eenvoudig worden toegevoegd, bundel, bewerkt en aangepast in Offertetool. Beheer bundels van Catalogus, pas de prijzen aan en stel ontvangeropties in.
- [Voorwaardelijke goedkeuringen met Offertetool](https://support.pandadoc.com/nl/articles/9714721-voorwaardelijke-goedkeuringen-met-offertetool.md): Automatiseer goedkeuringen in PandaDoc met voorwaardelijke goedkeuringen gebaseerd op Offertetool-waarden.
- [Koppel Offertetool-kolommen aan velden in je CRM](https://support.pandadoc.com/nl/articles/9714725-koppel-offertetool-kolommen-aan-velden-in-je-crm.md)
- [Blok Offerte samenstellen. Ontvangeropties inschakelen](https://support.pandadoc.com/nl/articles/9714719-blok-offerte-samenstellen-ontvangeropties-inschakelen.md): Geef je klanten meer keuzes door producten in je offerte optioneel te maken en de producthoeveelheid aan te passen.
- [Blok Offerte samenstellen. Ontwerpopties](https://support.pandadoc.com/nl/articles/9714720-blok-offerte-samenstellen-ontwerpopties.md): De ontwerpopties van Offertetool stellen u in staat een boeiendere ervaring voor uw klanten te creëren.
- [Ervaring met vereenvoudigde citaties](https://support.pandadoc.com/nl/articles/11785475-ervaring-met-vereenvoudigde-citaties.md)
- [Inline quote — interactiviteit en snelkoppelingen](https://support.pandadoc.com/nl/articles/14139985-inline-quote-interactiviteit-en-snelkoppelingen.md): Leer hoe je sneller kunt navigeren en je inline quote kunt bewerken met sneltoetsen en muisbesturing.
- [Termijnen](https://support.pandadoc.com/nl/articles/9714750-termijnen.md)
- [Hoe terugkerende kosten instellen in PandaDoc](https://support.pandadoc.com/nl/articles/9714755-hoe-terugkerende-kosten-instellen-in-pandadoc.md)

### ESignature & Notaris

- [Gekwalificeerde e-handtekening in PandaDoc: Overzicht en vereisten](https://support.pandadoc.com/nl/articles/9714775-gekwalificeerde-e-handtekening-in-pandadoc-overzicht-en-vereisten.md): Leer hoe u documenten met PandaDoc's gekwalificeerde e-handtekening \(QES\) inschakelt en verstuurt, inclusief ondertekeningsvolgorde.
- [Gekwalificeerde e-handtekening \(QES\): Ondertekeningsgids voor documentontvangers](https://support.pandadoc.com/nl/articles/11581359-gekwalificeerde-e-handtekening-qes-ondertekeningsgids-voor-documentontvangers.md): Stapsgewijze handleiding voor ontvangers om een PandaDoc document te ondertekenen met QES en hun identiteit te verifiëren.
- [Documenten beveiligen met verificatie van de ontvanger](https://support.pandadoc.com/nl/articles/9714654-documenten-beveiligen-met-verificatie-van-de-ontvanger.md)

### Onderhandelen & samenwerken

- [Ruimtes in PandaDoc: organiseren en samenwerken in één veilige ruimte](https://support.pandadoc.com/nl/articles/9714807-ruimtes-in-pandadoc-organiseren-en-samenwerken-in-een-veilige-ruimte.md): Leer hoe u bestanden veilig kunt ordenen, kunt samenwerken met kopers en transactiedocumenten op één plek kunt beheren

### Documenten volgen & beheren

- [Review Documentstatistieken](https://support.pandadoc.com/nl/articles/9714822-review-documentstatistieken.md): Documentstatistieken zijn een manier om je te helpen bijhouden wanneer en hoeveel tijd je ontvanger aan elke pagina van de documentheeft doorgebracht.
- [Bekijk Documentstatistieken \(klassieke ervaring\)](https://support.pandadoc.com/nl/articles/15030615-bekijk-documentstatistieken-klassieke-ervaring.md)
- [Bekijk Auditspoor voor verzonden document \(klassieke ervaring\)](https://support.pandadoc.com/nl/articles/15030616-bekijk-auditspoor-voor-verzonden-document-klassieke-ervaring.md)
- [Documentgegevens](https://support.pandadoc.com/nl/articles/9714823-documentgegevens.md): Het gedeelte documentdetails laat je details bekijken, ontvanger analytics, Auditspoor en herinneringen verzenden zonder de documentte openen.
- [Review Auditspoor voor verzonden document](https://support.pandadoc.com/nl/articles/9714819-review-auditspoor-voor-verzonden-document.md): Auditspoor biedt een stapsgewijze geschiedenis van document statuswijzigingen.
- [Document delen met samenwerkingspartners \(klassieke ervaring\)](https://support.pandadoc.com/nl/articles/15030613-document-delen-met-samenwerkingspartners-klassieke-ervaring.md)
- [Home](https://support.pandadoc.com/nl/articles/9714824-home.md): Het Home-gedeelte stelt je in staat de laatste activiteit van je document te volgen en snel te identificeren welke aandacht nodig hebben.
- [Verander document status handmatig](https://support.pandadoc.com/nl/articles/9714842-verander-document-status-handmatig.md): Werk PandaDoc document status handmatig bij naar voltooid, vervallen, geweigerd of betaald voor offline voltooiingen of betalingen.
- [Automatische documentnummering \(nieuwe ervaring\)](https://support.pandadoc.com/nl/articles/9714839-automatische-documentnummering-nieuwe-ervaring.md): Auto-nummering stelt je in staat om een volgorde en nummer in te stellen voor elk nieuw document dat je maakt.
- [Beheer je documenten, sjablonen en contentbibliotheekartikel](https://support.pandadoc.com/nl/articles/9714835-beheer-je-documenten-sjablonen-en-contentbibliotheekartikel.md): Leer hoe je je documenten in PandaDoc efficiënt beheert: filteren, zoeken, organiseren, downloaden en herstellen met gemak!
- [Hoe kan ik mijn document weer laten verlopen?](https://support.pandadoc.com/nl/articles/9714669-hoe-kan-ik-mijn-document-weer-laten-verlopen.md): Zodra een document vervallen, kan de tijd niet langer worden verlengd. Business of Enterprise gepakket kan tot 3650 dagen toestaan. Pas de documenten aan om opnieuw te verzenden.
- [Markeer een document als geweigerd](https://support.pandadoc.com/nl/articles/9714845-markeer-een-document-als-geweigerd.md): Je kunt een document naar de status "geweigerd" verplaatsen als een potentiële klant het voorstel niet heeft ondertekend en de deal verloren gaat.
- [Wat gebeurt er met het document van een verwijderde gebruiker?](https://support.pandadoc.com/nl/articles/9714846-wat-gebeurt-er-met-het-document-van-een-verwijderde-gebruiker.md): Wanneer je een gebruiker verwijdert, blijft hij de eigenaar van het document dat hij zelf heeft gemaakt.
- [Delen document mappen met samenwerkingspartners ](https://support.pandadoc.com/nl/articles/9714804-delen-document-mappen-met-samenwerkingspartners.md): Het delen van mappen met samenwerkingspartners geeft gebruikers zonder PandaDoc licentie of lagere rechten toegang tot meerdere documenten tegelijk.
- [Document delen met samenwerkingspartners](https://support.pandadoc.com/nl/articles/9714800-document-delen-met-samenwerkingspartners.md): Leer hoe je document samenwerking in PandaDockunt delen en beheren, inclusief het uitnodigen van externe en interne gebruikers en het aanpassen van rechten.
- [Overdracht document eigendom aan een andere gebruiker](https://support.pandadoc.com/nl/articles/9714843-overdracht-document-eigendom-aan-een-andere-gebruiker.md)
- [Hoe annuleer of annuleer ik een document die ik al heb verzonden?](https://support.pandadoc.com/nl/articles/9714685-hoe-annuleer-of-annuleer-ik-een-document-die-ik-al-heb-verzonden.md): Eenmaal verzonden kan het document niet worden geannuleerd, maar wel gearchiveerd, bewerkt of gemarkeerd als "vervallen" in PandaDoc om ontvangertoegang te blokkeren.
- [Markeer document als betaald](https://support.pandadoc.com/nl/articles/10637857-markeer-document-als-betaald.md): Hoe je een document met betalingsverzoeken als betaald markeert om de juiste betalingsstatus weer te geven wanneer je klant buiten de betaling heeft betaald buiten de document.
- [PandaDoc AI Assistent](https://support.pandadoc.com/nl/articles/11100873-pandadoc-ai-assistent.md)
- [Automatische documentnummering \(klassieke ervaring\)](https://support.pandadoc.com/nl/articles/15424426-automatische-documentnummering-klassieke-ervaring.md): Auto-nummering stelt je in staat om een volgorde en nummer in te stellen voor elk nieuw document dat je maakt.

### Integraties

- [Salesforce: Breng prijstabelkolommen in kaart met velden in Salesforce](https://support.pandadoc.com/nl/articles/9714729-salesforce-breng-prijstabelkolommen-in-kaart-met-velden-in-salesforce.md)
- [HubSpot CRM](https://support.pandadoc.com/nl/articles/9714877-hubspot-crm.md): PandaDoc-integratie met HubSpot maakt gegevensoverdracht mogelijk en automatiseert documentcreatie en prijsupdates.
- [monday.com](https://support.pandadoc.com/nl/articles/9714891-monday-com.md): PandaDoc's integratie met monday.com maakt het mogelijk om eenvoudig documenten aan te maken, te volgen en te bekijken binnen elk project waar je mee bezig bent.
- [Copper](https://support.pandadoc.com/nl/articles/9714911-copper.md): Met deze integratie kun je vanuit Copper documenten aanmaken, verzenden en volgen vanuit Opportunities-, People- en Company- objecten.
- [Zoho CRM](https://support.pandadoc.com/nl/articles/9714903-zoho-crm.md)
- [Nimble](https://support.pandadoc.com/nl/articles/9714913-nimble.md)
- [BambooHR](https://support.pandadoc.com/nl/articles/9714937-bamboohr.md): Dankzij de gegevens import integratie met BambooHR kun je PandaDoc documenten vooraf vullen met gegevens uit BambooHR, zodat je ze gemakkelijk kunt verzenden en ondertekenen. Deze integratie werkt ...
- [PayPal](https://support.pandadoc.com/nl/articles/9714952-paypal.md): Met onze integratie van PayPal kun je direct vanuit het document een betaling aanvragen met de betalings-app.
- [Gmail](https://support.pandadoc.com/nl/articles/9714972-gmail.md): Met onze Gmail-integratie kun je meerdere bijlagen ondertekenen zonder je Gmail-inbox te verlaten.
- [Microsoft Teams](https://support.pandadoc.com/nl/articles/9714977-microsoft-teams.md)

### Automatiseringen

- [Automatiseringen](https://support.pandadoc.com/nl/articles/9714985-automatiseringen.md): PandaDoc-automatiseringen stroomlijnen workflows door documentacties te automatiseren op basis van statuswijzigingen.
- [Zapier](https://support.pandadoc.com/nl/articles/9715006-zapier.md): Zapier helpt je je bedrijf te automatiseren door je webapplicaties te verbinden met triggers en acties.

### Admin Hub

- [Aan de slag](https://support.pandadoc.com/nl/articles/9714544-aan-de-slag.md): Maak en pas documenten aan in PandaDoc met flexibele lay-outs, ontwerpopties, realtime samenwerking en dynamische data-integratie.
- [PandaDoc-basisbeginselen](https://support.pandadoc.com/nl/articles/9714552-pandadoc-basisbeginselen.md): Stel je profiel in, pas branding aan, maak sjablonen, voeg rollen/variabelen toe, ontwerp en prijs. Verzend daarna ter ondertekening.
- [PandaDoc woordenlijst](https://support.pandadoc.com/nl/articles/9714549-pandadoc-woordenlijst.md): Raak vertrouwd met de PandaDoc terminologie om onze trainings- en helpcentermaterialen beter te begrijpen.
- [Tweefactorauthenticatie \(2FA\)](https://support.pandadoc.com/nl/articles/9715012-tweefactorauthenticatie-2fa.md): Schakel 2FA in op PandaDoc via app of SMS voor extra beveiliging. Back-up codes zijn essentieel als toegang tot het apparaat verloren gaat.
- [Werkruimte](https://support.pandadoc.com/nl/articles/9715019-werkruimte.md): Ontdek hoe je PandaDoc werkruimte kunt creëren en beheren voor teamsamenwerking, contentdistributie en werkruimte-specifieke settings.
- [E-mailinstellingen](https://support.pandadoc.com/nl/articles/9715022-e-mailinstellingen.md): Pas de branding aan door logo's te uploaden, knoppen- en tekstkleuren te wijzigen en aangepaste e-mailvoetteksten in te stellen.
- [\[Klassieke Editor en Editor 2.0\] Importeer contacten in PandaDoc met Zapier](https://support.pandadoc.com/nl/articles/9715023-klassieke-editor-en-editor-2-0-importeer-contacten-in-pandadoc-met-zapier.md): Met onze nieuwe zapsjabloon Contactpersoon aanmaken kunt u contactpersonen in bulk importeren vanuit een Google Sheet.
- [Contact opnemen met PandaDoc-ondersteuning](https://support.pandadoc.com/nl/articles/9715061-contact-opnemen-met-pandadoc-ondersteuning.md): Ontdek hoe je 24/7 ondersteuning krijgt van ons vriendelijke, deskundige team.
- [PandaDoc AI-beleid](https://support.pandadoc.com/nl/articles/13794735-pandadoc-ai-beleid.md)

### Troubleshooting

- [Basis browserprobleemoplossing](https://support.pandadoc.com/nl/articles/9715066-basis-browserprobleemoplossing.md): Leer hoe je PandaDoc browser-gerelateerde problemen kunt oplossen.

## English

### New experience

- [New document and template experience — what changed](https://support.pandadoc.com/en/articles/14729447-new-document-and-template-experience-what-changed.md): If your PandaDoc looks different, this article explains what changed, where to find what you already know, and how to switch back if you need to.
- [Template workflow builder and guided document creation — full guide](https://support.pandadoc.com/en/articles/12108203-template-workflow-builder-and-guided-document-creation-full-guide.md): Full documentation for the new template workflow builder and document creation guided flow — setup, configuration, and limitations.
- [New PandaDoc editor](https://support.pandadoc.com/en/articles/12680681-new-pandadoc-editor.md): Learn what’s new in the redesigned PandaDoc editor — a faster, cleaner, and more intuitive editing experience.
- [Save time with a reusable template \(new experience\)](https://support.pandadoc.com/en/articles/9714616-save-time-with-a-reusable-template-new-experience.md): Create and reuse templates to save time by automating document creation in PandaDoc.
- [Approval workflow \(new experience\)](https://support.pandadoc.com/en/articles/14809559-approval-workflow-new-experience.md)
- [Create a document \(new experience\)](https://support.pandadoc.com/en/articles/11197006-create-a-document-new-experience.md): Learn how to create a document in PandaDoc — from uploading a file to using a template and sending through the guided flow.
- [Roles, recipients, signing order, and switching signers](https://support.pandadoc.com/en/articles/14812677-roles-recipients-signing-order-and-switching-signers.md): Set up who participates in a document, choose a signing order, and replace a recipient if someone changes — all from the Recipients panel in the new document experience.
- [Pull data from integration — CRM workflow step](https://support.pandadoc.com/en/articles/14711198-pull-data-from-integration-crm-workflow-step.md): Set up the Pull data from integration workflow step to automatically populate documents with data from your CRM when your team creates them.
- [Pre-send checks](https://support.pandadoc.com/en/articles/15002199-pre-send-checks.md): Learn how PandaDoc flags unassigned fields, missing recipients, and unfilled variables before your document is sent — and how to fix each one.
- [Send and sign a document \(new experience\)](https://support.pandadoc.com/en/articles/9714673-send-and-sign-a-document-new-experience.md): Send documents via email, text \(SMS\), or link — or collect signatures in person. Track recipient interactions and download signed PDFs with a certificate.
- [Collecting payments with PandaDoc \(new experience\)](https://support.pandadoc.com/en/articles/9714741-collecting-payments-with-pandadoc-new-experience.md)
- [Document summary page](https://support.pandadoc.com/en/articles/14838327-document-summary-page.md): Learn how the new document summary page works and what you can do from it after sending a document.
- [Fill in document details step](https://support.pandadoc.com/en/articles/12115828-fill-in-document-details-step.md): Meet the Fill in document details step — a new way to share your template as a public form
- [Conditional logic in forms](https://support.pandadoc.com/en/articles/15063385-conditional-logic-in-forms.md): Learn how to show or hide form questions and set default values based on what a respondent enters.

### Creating documents, templates, content library items, and forms

- [Editing Documents with the PandaDoc AI assistant](https://support.pandadoc.com/en/articles/15517754-editing-documents-with-the-pandadoc-ai-assistant.md): Use the PandaDoc AI assistant to rewrite sections, fill variables, and update your documents with natural language instructions.
- [Convert .docx files into editable templates/documents](https://support.pandadoc.com/en/articles/9714561-convert-docx-files-into-editable-templates-documents.md): Turn an uploaded Word file into a fully editable PandaDoc document or template.
- [Editing PDFs in PandaDoc: How to add text and fields](https://support.pandadoc.com/en/articles/10545107-editing-pdfs-in-pandadoc-how-to-add-text-and-fields.md): While PDFs themselves are uneditable, PandaDoc allows you to work with PDFs by overlaying text, images, fields, and other elements directly onto the document.
- [Image Library](https://support.pandadoc.com/en/articles/9714639-image-library.md): Store your images in the PandaDoc Image Library for quick access. Images will be added as an image block.
- [Copy Office Suite / Google Workspace / HTML tables into PandaDoc](https://support.pandadoc.com/en/articles/9714580-copy-office-suite-google-workspace-html-tables-into-pandadoc.md): You can easily add HTML tables, or tables you have created in Office Suite or Google Workspace, as editable tables to your PandaDoc documents.
- [Keyboard shortcuts in tables and pricing tables](https://support.pandadoc.com/en/articles/9714582-keyboard-shortcuts-in-tables-and-pricing-tables.md)
- [Presentation mode](https://support.pandadoc.com/en/articles/9714818-presentation-mode.md): Presentation mode allows you to demo your documents to colleagues and clients in a smooth and simple way.
- [How to flatten a PDF for use in PandaDoc](https://support.pandadoc.com/en/articles/10373256-how-to-flatten-a-pdf-for-use-in-pandadoc.md): Flattening your PDF ensures that all layers are combined into a single, uneditable layer, improving its appearance and compatibility in PandaDoc.
- [Edit with Microsoft Word](https://support.pandadoc.com/en/articles/15392538-edit-with-microsoft-word.md): Use Microsoft Word for the web to edit .doc or .docx files uploaded to PandaDoc — without conversion and without leaving your browser.
- [Content builder blocks \(new experience\)](https://support.pandadoc.com/en/articles/9714573-content-builder-blocks-new-experience.md): Learn how to manage, organize, and customize content blocks in PandaDoc templates and documents.
- [Content builder blocks \(classic experience\)](https://support.pandadoc.com/en/articles/15030602-content-builder-blocks-classic-experience.md)
- [Smart content block. Conditional content](https://support.pandadoc.com/en/articles/9714634-smart-content-block-conditional-content.md): 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 \(classic experience\)](https://support.pandadoc.com/en/articles/15030603-smart-content-block-conditional-content-classic-experience.md)
- [Restrict editing of content blocks \(new experience\)](https://support.pandadoc.com/en/articles/9714578-restrict-editing-of-content-blocks-new-experience.md): Lock content blocks in PandaDoc templates to restrict edits. Only Admins/Managers can unlock.
- [Restrict editing of content blocks \(classic experience\)](https://support.pandadoc.com/en/articles/15049057-restrict-editing-of-content-blocks-classic-experience.md): Lock content blocks in PandaDoc templates to restrict edits. Only Admins/Managers can unlock.
- [Table](https://support.pandadoc.com/en/articles/9714579-table.md): Easily customize tables in PandaDoc: add images, adjust column sizes, and merge horizontal cells. Use table properties for design options.
- [Add links to your PandaDoc documents](https://support.pandadoc.com/en/articles/12831294-add-links-to-your-pandadoc-documents.md)
- [PCI compliance and credit card collection in PandaDoc](https://support.pandadoc.com/en/articles/14857741-pci-compliance-and-credit-card-collection-in-pandadoc.md): 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.
- [Inline fields in PandaDoc](https://support.pandadoc.com/en/articles/13603453-inline-fields-in-pandadoc.md)
- [Fields \(new experience\)](https://support.pandadoc.com/en/articles/9714583-fields-new-experience.md): Learn how to collect customer information like names, addresses, and dates using fillable fields in PandaDoc.
- [Fields \(classic experience\)](https://support.pandadoc.com/en/articles/15030605-fields-classic-experience.md)
- [File upload field](https://support.pandadoc.com/en/articles/9714591-file-upload-field.md): The File upload field allows your recipients to easily upload files in your document.
- [Radio buttons](https://support.pandadoc.com/en/articles/9714590-radio-buttons.md): Radio buttons allow your document’s recipients to select only one predefined option from the list you provide.
- [Assigning fields to recipients](https://support.pandadoc.com/en/articles/9714628-assigning-fields-to-recipients.md): PandaDoc simplifies signatures by letting you quickly assign fields to recipients. Drag, drop, and assign fields.
- [Auto-place PDF form fields](https://support.pandadoc.com/en/articles/9714597-auto-place-pdf-form-fields.md): Upload a PDF with form fields to PandaDoc, convert them to PandaDoc fields. Auto-placed fields are 'not required' by default.
- [Conditional fields \(new experience\)](https://support.pandadoc.com/en/articles/9714593-conditional-fields-new-experience.md): Conditional fields let customers see only the relevant fields they need to fill out, based on rules you define.
- [Conditional fields \(classic experience\)](https://support.pandadoc.com/en/articles/15049065-conditional-fields-classic-experience.md): Conditional fields let customers see only the relevant fields they need to fill out, based on rules you define.
- [Field auto-placement](https://support.pandadoc.com/en/articles/9714596-field-auto-placement.md)
- [Field tags recognition](https://support.pandadoc.com/en/articles/9714598-field-tags-recognition.md): PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded.
- [How to safely collect credit card details](https://support.pandadoc.com/en/articles/9714760-how-to-safely-collect-credit-card-details.md): 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 collected car...
- [Text field validation \(new experience\)](https://support.pandadoc.com/en/articles/9714595-text-field-validation-new-experience.md): Text field validation feature will help you make sure your recipients’ input information in fields always appears in the correct format.
- [Text field validation \(classic experience\)](https://support.pandadoc.com/en/articles/15192414-text-field-validation-classic-experience.md): Text field validation feature will help you make sure your recipients’ input information in fields always appears in the correct format.
- [Variables \(new experience\)](https://support.pandadoc.com/en/articles/9714599-variables-new-experience.md): Use variables to save you time by auto-filling any information that frequently occurs in your documents.
- [Variables \(classic experience\)](https://support.pandadoc.com/en/articles/15030600-variables-classic-experience.md)
- [How do I make my own variables?](https://support.pandadoc.com/en/articles/9714602-how-do-i-make-my-own-variables.md): To create custom variables open your Template \> add a Text Block \> type the name of the variable in square brackets, e.g. \[Client.Address\].
- [Document design](https://support.pandadoc.com/en/articles/9714603-document-design.md): Discover how to format text, adjust page layouts, and customize tables and images in your PandaDoc documents using the design options.
- [Content reordering](https://support.pandadoc.com/en/articles/9714569-content-reordering.md): A guide on how to rearrange pages, content blocks and documents within one document bundle.
- [Document design in videos](https://support.pandadoc.com/en/articles/9714608-document-design-in-videos.md)
- [Stretch image to the page width](https://support.pandadoc.com/en/articles/9714611-stretch-image-to-the-page-width.md): A guide on how to stretch images to the page width.
- [Setting up your themes \(new experience\)](https://support.pandadoc.com/en/articles/9714609-setting-up-your-themes-new-experience.md): 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 \(classic experience\)](https://support.pandadoc.com/en/articles/15396925-setting-up-your-themes-classic-experience.md): Theme design helps you align your content with your company branding guidelines, ensuring that you'll impress your prospects and customers.
- [Save time with a reusable template \(classic experience\)](https://support.pandadoc.com/en/articles/14853791-save-time-with-a-reusable-template-classic-experience.md): Create and reuse templates to save time by automating document creation in PandaDoc. Available on Essentials, Business, and Enterprise plans
- [Template Roles](https://support.pandadoc.com/en/articles/9714620-template-roles.md): Roles let you pre-assign fields to recipients in templates. Designate roles, and fields are automatically assigned when sending documents.
- [What's the difference between a template and a document?](https://support.pandadoc.com/en/articles/9714560-what-s-the-difference-between-a-template-and-a-document.md): Templates are for multiple use. In order to send a document, you must first create it from an existing template.
- [Template gallery](https://support.pandadoc.com/en/articles/9714622-template-gallery.md): PandaDoc has a library of 1000+ professional templates to help you start creating stunning proposals in a couple of clicks.
- [Create a document \(classic experience\)](https://support.pandadoc.com/en/articles/9714623-create-a-document-classic-experience.md): Upload or create docs from scratch, or import from cloud storage. Supported files: .pdf, .png, .jpg, .jpeg, .docx.
- [Roles on the document](https://support.pandadoc.com/en/articles/14808287-roles-on-the-document.md): Manage template roles directly on a document — assign recipients, remove roles you don't need, or combine two roles into one.
- [Convert a document into a template](https://support.pandadoc.com/en/articles/9714564-convert-a-document-into-a-template.md): Convert documents into reusable templates. Variables and fields are reset. Use template roles and workflow options.
- [Attach files to your document](https://support.pandadoc.com/en/articles/9714681-attach-files-to-your-document.md): 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 \(classic experience\)](https://support.pandadoc.com/en/articles/15048397-attach-files-to-your-document-classic-experience.md): 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.
- [Document value](https://support.pandadoc.com/en/articles/9714766-document-value.md): Use document value to see or adjust the total value of your document.
- [Edit sent documents](https://support.pandadoc.com/en/articles/9714684-edit-sent-documents.md): Sent documents are encrypted. To update content, edit and resend, but all filled fields are erased, pushing it back to draft status.
- [Working with numbered lists](https://support.pandadoc.com/en/articles/9714612-working-with-numbered-lists.md): Continue lists by typing the next number, even across pages. Configure numbering for different heading styles in the Design tab.
- [Version history](https://support.pandadoc.com/en/articles/9714571-version-history.md): Version history feature allows you to switch between document/template/content library items/form versions and view previous versions.
- [Document bundling](https://support.pandadoc.com/en/articles/9714565-document-bundling.md): Use document bundling to send multiple documents in one email, have them signed, and store them separately in a single package.
- [Replacing a source file](https://support.pandadoc.com/en/articles/9714570-replacing-a-source-file.md): The 'Replace a source file' feature allows you to replace uploaded content while keeping blocks and fields in place.
- [Creating, sending, and tracking documents with the mobile app](https://support.pandadoc.com/en/articles/9714630-creating-sending-and-tracking-documents-with-the-mobile-app.md): Create, view, send, track, and sign documents while you’re on the go with the PandaDoc mobile app.
- [Download documents \(classic experience\)](https://support.pandadoc.com/en/articles/15049034-download-documents-classic-experience.md)
- [Content Library \(classic experience\)](https://support.pandadoc.com/en/articles/15030609-content-library-classic-experience.md)
- [Content Library](https://support.pandadoc.com/en/articles/9714631-content-library.md): Save frequently used content to your library and easily reuse it, so you don't have to recreate it from scratch each time.
- [Smart content block. Pre-selected content](https://support.pandadoc.com/en/articles/9714633-smart-content-block-pre-selected-content.md): A smart content block allows you to pre-select content that other users on your account can add to a document.
- [Forms are moving to Templates](https://support.pandadoc.com/en/articles/13941429-forms-are-moving-to-templates.md)
- [Smart Forms](https://support.pandadoc.com/en/articles/10054379-smart-forms.md): Customize forms, set post-submission actions, generate multiple docs, and track responses. Use collected data to populate your documents.
- [Create Forms](https://support.pandadoc.com/en/articles/9714641-create-forms.md): Create forms in PandaDoc to streamline document generation and signatures.
- [Collecting signatures with forms](https://support.pandadoc.com/en/articles/9714780-collecting-signatures-with-forms.md): This article covers how customers fill out forms and what happens afterwards.
- [Publish forms](https://support.pandadoc.com/en/articles/9714643-publish-forms.md): Use the code snippet to add the form to your website. Alternatively, you can share the direct link with your customer.
- [How documents signed from Forms are stored](https://support.pandadoc.com/en/articles/9714644-how-documents-signed-from-forms-are-stored.md): Once someone fills out your form, a new folder will be created. Within this folder, you’ll find every document created from this form.
- [Download a CSV of form responses](https://support.pandadoc.com/en/articles/9714645-download-a-csv-of-form-responses.md)
- [Pre-fill a form and capture events](https://support.pandadoc.com/en/articles/9714646-pre-fill-a-form-and-capture-events.md): Consider pre-filling information for your recipients and capturing events from your form to automate your workflow even more.

### Sending documents

- [Add and manage recipients](https://support.pandadoc.com/en/articles/9714650-add-and-manage-recipients.md): Learn how to add, edit, delete recipients, set signing orders, grant permissions, and manage recipient verification in PandaDoc.
- [Signing order \(classic experience\)](https://support.pandadoc.com/en/articles/15030620-signing-order-classic-experience.md)
- [Signing order](https://support.pandadoc.com/en/articles/9714771-signing-order.md): The signing order ensures documents are signed sequentially, moving to the next recipient only after the prior one completes their part.
- [Recipient groups](https://support.pandadoc.com/en/articles/9714653-recipient-groups.md): Recipient group allows you to streamline the document signing process by assigning fields to one or more recipients acting as a group.
- [ID check](https://support.pandadoc.com/en/articles/9997596-id-check.md): ID Check verifies recipient identities using government IDs. Can be set it up before opening or signing documents in PandaDoc.
- [Auto reminders \(classic experience\)](https://support.pandadoc.com/en/articles/15030611-auto-reminders-classic-experience.md)
- [Recipient experience settings](https://support.pandadoc.com/en/articles/10205305-recipient-experience-settings.md): Customize the recipient experience with PandaDoc's localization and document settings.
- [Auto expirations](https://support.pandadoc.com/en/articles/9714665-auto-expirations.md): Auto expiration automatically expires documents if not completed within a set time, changing their status to "Expired."
- [Auto reminders](https://support.pandadoc.com/en/articles/9714663-auto-reminders.md): With our auto reminders feature, you can set up reminders to be emailed automatically to any signers who haven’t yet completed the document.
- [Automatically send a PDF of a completed document](https://support.pandadoc.com/en/articles/9714671-automatically-send-a-pdf-of-a-completed-document.md): When 'auto-send PDFs upon completion' is enabled, all participants get an email with a PDF of the finalized document once it's completed.
- [Notification emails sent to document participants](https://support.pandadoc.com/en/articles/9714660-notification-emails-sent-to-document-participants.md): Find out what notification emails are sent to various document participants.
- [Currency formatting](https://support.pandadoc.com/en/articles/9714765-currency-formatting.md): Learn how to set up, customize, and reset currency formatting in PandaDoc templates and documents.
- [Date field format and options](https://support.pandadoc.com/en/articles/9714592-date-field-format-and-options.md): Customize PandaDoc date fields to autofill with signing or custom dates, set format defaults, limit date options, and more.
- [Email templates \(legacy Saved messages\)](https://support.pandadoc.com/en/articles/9714680-email-templates-legacy-saved-messages.md): Save time by saving your email messages to be used over and over again.
- [eSign disclosure](https://support.pandadoc.com/en/articles/9714770-esign-disclosure.md): Set up eSign disclosure text to ensure that signers are required to acknowledge that they agree to sign documents electronically.
- [How to disable promotional window upon document completion?](https://support.pandadoc.com/en/articles/9714690-how-to-disable-promotional-window-upon-document-completion.md)
- [Recipient view localization](https://support.pandadoc.com/en/articles/9714657-recipient-view-localization.md): Change the recipient view language to help recipients easily navigate PandaDoc to open, view, and sign documents.
- [Redirect recipients after document completion ](https://support.pandadoc.com/en/articles/9714647-redirect-recipients-after-document-completion.md): The "Redirect after completion" feature guides signers to a custom URL after completing a document. Only signers can be redirected.
- [Sending documents via business email](https://support.pandadoc.com/en/articles/9714679-sending-documents-via-business-email.md): You can connect your Gmail or Outlook business email client to send PandaDoc documents from your personal inbox.
- [Send a follow-up reminder to sign a document](https://support.pandadoc.com/en/articles/9714683-send-a-follow-up-reminder-to-sign-a-document.md): Depending on your business needs, you can send a reminder to your recipient, if they haven't reviewed or signed the document.
- [Protected PDFs of completed documents](https://support.pandadoc.com/en/articles/9714831-protected-pdfs-of-completed-documents.md): All PDF copies of signed and completed PandaDoc documents are protected. You can verify signature certificate in Adobe Acrobat Reader.
- [Approval workflow \(classic experience\)](https://support.pandadoc.com/en/articles/9714799-approval-workflow-classic-experience.md): Learn how to set up automated approval workflows in PandaDoc.
- [Customize your branding in PandaDoc](https://support.pandadoc.com/en/articles/11704695-customize-your-branding-in-pandadoc.md)
- [Email code verification](https://support.pandadoc.com/en/articles/15106879-email-code-verification.md): Add an extra layer of security to your documents by requiring recipients to verify their identity with a one-time password \(OTP\) sent to their email address.
- [Send and sign a document \(classic experience\)](https://support.pandadoc.com/en/articles/15030618-send-and-sign-a-document-classic-experience.md)
- [Share document link with your recipients \(new experience\)](https://support.pandadoc.com/en/articles/9714658-share-document-link-with-your-recipients-new-experience.md): Secure document access with unique links for each recipient. Use recipient verification, and track link sharing in Audit Trail.
- [Send documents in bulk](https://support.pandadoc.com/en/articles/9714678-send-documents-in-bulk.md): Send documents in bulk to multiple recipients with unique copies. Available on Business and Enterprise plans with a volume package add-on.
- [Send documents on someone's behalf](https://support.pandadoc.com/en/articles/9714677-send-documents-on-someone-s-behalf.md): Send documents on behalf of your team members. Receive all notification emails about a document even if you sent it on someone's behalf.
- [Send via text \(SMS\) \(new experience\)](https://support.pandadoc.com/en/articles/9714675-send-via-text-sms-new-experience.md): Easily send documents via text \(SMS\) with PandaDoc to speed up signing.
- [Sample eSign disclosure](https://support.pandadoc.com/en/articles/9714769-sample-esign-disclosure.md): PandaDoc requires electronic consent for notices. You can request paper copies or withdraw consent via email. Check system requirements before signing.
- [Share document link with your recipients \(classic experience\)](https://support.pandadoc.com/en/articles/15049117-share-document-link-with-your-recipients-classic-experience.md): Secure document access with unique links for each recipient. Use recipient verification, and track link sharing in Audit Trail.
- [Send via text \(SMS\) \(classic experience\)](https://support.pandadoc.com/en/articles/15166220-send-via-text-sms-classic-experience.md): Easily send documents via text \(SMS\) with PandaDoc to speed up signing.
- [In-person signing \(new experience\)](https://support.pandadoc.com/en/articles/9714778-in-person-signing-new-experience.md): The in-person signing feature allows you and your recipients to sign a PandaDoc document in person on your device in real time.
- [Sign a PandaDoc - Recipient’s Guide](https://support.pandadoc.com/en/articles/9714786-sign-a-pandadoc-recipient-s-guide.md): Learn how to sign and forward PandaDoc documents. No account needed! Review, complete, and sign with ease.
- [Decline a document - Customer Perspective](https://support.pandadoc.com/en/articles/9714662-decline-a-document-customer-perspective.md): To decline a document, open it, select Other actions \> Decline.
- [Signature certificate of completed documents](https://support.pandadoc.com/en/articles/9714781-signature-certificate-of-completed-documents.md): Track document signing with a signature certificate, detailing signers, timestamps, and IP addresses on the PDF's last page.
- [Document and Signature forwarding](https://support.pandadoc.com/en/articles/9714774-document-and-signature-forwarding.md): Enable Document and Signature Forwarding to let recipients share documents for review or signing with others.
- [Email opt-out and spam reporting](https://support.pandadoc.com/en/articles/15071036-email-opt-out-and-spam-reporting.md)
- [Recipient inbox](https://support.pandadoc.com/en/articles/15189769-recipient-inbox.md): The Recipient Inbox gives you one place to find every document ever sent to you via PandaDoc — access it any time, even after a document is completed.

### Contract Lifecycle Management 

- [Contract Lifecycle Management \(CLM\) overview](https://support.pandadoc.com/en/articles/15419844-contract-lifecycle-management-clm-overview.md): Everything you need to manage contracts from upload to renewal — PandaDoc’s CLM capabilities automate the data work so your team can focus on the deals.
- [Bulk import documents to PandaDoc](https://support.pandadoc.com/en/articles/9714844-bulk-import-documents-to-pandadoc.md): Bulk import lets you upload multiple files at once — great for simplifying document creation or storing completed documents you already have.
- [AI data extraction for Contract repository](https://support.pandadoc.com/en/articles/13376354-ai-data-extraction-for-contract-repository.md)
- [Find and report on documents with AI Search](https://support.pandadoc.com/en/articles/15805347-find-and-report-on-documents-with-ai-search.md): Use AI Search to find documents by content, filter by AI-extracted contract data, and build custom reporting views.
- [Agreement Renewals \(new experience\)](https://support.pandadoc.com/en/articles/9714670-agreement-renewals-new-experience.md): Track upcoming contract renewals and get notified before they happen — automatically or with manual setup.
- [Agreement renewals \(classic experience\)](https://support.pandadoc.com/en/articles/15048447-agreement-renewals-classic-experience.md): Renewal notifications help to see which documents are renewing soon in your document list and set up renewal notification emails.
- [Reporting](https://support.pandadoc.com/en/articles/9714828-reporting.md): Reporting provides insights into team performance, workflows, documents, and templates, enabling data-driven decisions.

### Quoting & payments

- [Import and export volume-based products via CSV](https://support.pandadoc.com/en/articles/10131495-import-and-export-volume-based-products-via-csv.md): Use a CSV file to manage the import, export, and update of volume-based products in bulk for PandaDoc’s Catalog.
- [Product catalog: Volume-based pricing \(new experience\)](https://support.pandadoc.com/en/articles/9714697-product-catalog-volume-based-pricing-new-experience.md)
- [Product Catalog: Pricing with volume discount \(new experience\)](https://support.pandadoc.com/en/articles/9714698-product-catalog-pricing-with-volume-discount-new-experience.md): Our volume discount pricing model within your product catalog allows you to create products with pre-defined discount values based on the volume of the items you or your clients select.
- [Product Catalog](https://support.pandadoc.com/en/articles/9714691-product-catalog.md): Learn how to manage your product catalog with PandaDoc for error-free quoting.
- [Import and export your catalog via CSV](https://support.pandadoc.com/en/articles/9714700-import-and-export-your-catalog-via-csv.md): Use a CSV file to import/export products in bulk, ideal for migrating catalogs or making bulk edits in PandaDoc.
- [Product catalog: Volume-based pricing \(classic experience\)](https://support.pandadoc.com/en/articles/15922289-product-catalog-volume-based-pricing-classic-experience.md)
- [Product Catalog: Pricing with volume discount \(classic experience\)](https://support.pandadoc.com/en/articles/15924082-product-catalog-pricing-with-volume-discount-classic-experience.md): Our volume discount pricing model within your product catalog allows you to create products with pre-defined discount values based on the volume of the items you or your clients select.
- [Pricing table. Add and set your pricing table](https://support.pandadoc.com/en/articles/9714703-pricing-table-add-and-set-your-pricing-table.md): Learn to customize pricing tables in PandaDoc: add products, manage columns, apply discounts, and integrate with CRM.
- [Pricing table. Discounts and taxes](https://support.pandadoc.com/en/articles/9714706-pricing-table-discounts-and-taxes.md): You can show a line item discount and tax, as well as total discounts and taxes.
- [Pricing table. Pricing table formatting](https://support.pandadoc.com/en/articles/9714708-pricing-table-pricing-table-formatting.md): Customize your pricing table’s design by adjusting headers, borders, and text styles. Restrict editing, move, or resize columns easily.
- [Pricing table. Optional items and editable quantity](https://support.pandadoc.com/en/articles/9714705-pricing-table-optional-items-and-editable-quantity.md): Enable optional products and editable quantities in PandaDoc. Assign fields to recipients allowing them to select items and adjust quantity.
- [Pricing table. One-time and recurring fees](https://support.pandadoc.com/en/articles/9714709-pricing-table-one-time-and-recurring-fees.md): This article guides on how to show both recurring and one-time fees in the document by using a pricing table.
- [Pricing table. Group products under sections and display subscriptions or packages](https://support.pandadoc.com/en/articles/9714707-pricing-table-group-products-under-sections-and-display-subscriptions-or-packages.md): Learn how to group items into sections, add subtotals, and create multiple-choice sections in pricing tables.
- [Pricing tables are being upgraded to Quote builder](https://support.pandadoc.com/en/articles/14019817-pricing-tables-are-being-upgraded-to-quote-builder.md): Learn what's changing as PandaDoc transitions Pricing tables to Quote builder, how to convert your remaining tables, and what to do if you're not ready to migrate yet.
- [Add and set up quote builder](https://support.pandadoc.com/en/articles/9714713-add-and-set-up-quote-builder.md): Learn how to build customized, accurate quotes with PandaDoc’s quote builder.
- [Quote builder block. Working with product bundles](https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles.md): Easily add, bundle, edit, and customize products in quote builder. Manage bundles from Catalog, adjust pricing, and set recipient options.
- [Conditional approvals with quote builder](https://support.pandadoc.com/en/articles/9714721-conditional-approvals-with-quote-builder.md): Automate approvals in PandaDoc with conditional approvals based on quote builder values.
- [Map quote builder columns to fields in your CRM](https://support.pandadoc.com/en/articles/9714725-map-quote-builder-columns-to-fields-in-your-crm.md)
- [Quote builder block. Enabling recipient options](https://support.pandadoc.com/en/articles/9714719-quote-builder-block-enabling-recipient-options.md): Give your customers more choices by making products in your quote optional and product quantity customizable.
- [Quote builder block. Design options](https://support.pandadoc.com/en/articles/9714720-quote-builder-block-design-options.md): Quote Builder's design options allow you to craft a more engaging experience for your clients.
- [Simplified quoting experience](https://support.pandadoc.com/en/articles/11785475-simplified-quoting-experience.md)
- [Inline quote — interactivity and shortcuts](https://support.pandadoc.com/en/articles/14139985-inline-quote-interactivity-and-shortcuts.md): Learn how to navigate and edit your inline quote faster using keyboard shortcuts and mouse controls.
- [Pipedrive. Map product fields with pricing table columns](https://support.pandadoc.com/en/articles/9714735-pipedrive-map-product-fields-with-pricing-table-columns.md): Column mapping allows you to easily pull deal product fields into specific pricing table columns in PandaDoc
- [Pipedrive. Map product fields with quote builder columns](https://support.pandadoc.com/en/articles/9714723-pipedrive-map-product-fields-with-quote-builder-columns.md)
- [Pipedrive. Mapping products to pricing tables and pricing table sections](https://support.pandadoc.com/en/articles/9714733-pipedrive-mapping-products-to-pricing-tables-and-pricing-table-sections.md): Merge rules allow you to easily pull products from your Pipedrive deal to specific pricing table sections and/or specific pricing tables in your documents.
- [Zoho CRM. Map product fields with pricing table columns](https://support.pandadoc.com/en/articles/9714738-zoho-crm-map-product-fields-with-pricing-table-columns.md)
- [Zendesk Sell. Map product fields with pricing table columns](https://support.pandadoc.com/en/articles/9714739-zendesk-sell-map-product-fields-with-pricing-table-columns.md)
- [SugarCRM. Map product fields with pricing table columns](https://support.pandadoc.com/en/articles/9714740-sugarcrm-map-product-fields-with-pricing-table-columns.md)
- [Quote builder block. Map products into quote sections](https://support.pandadoc.com/en/articles/9714715-quote-builder-block-map-products-into-quote-sections.md)
- [Map pricing table columns to fields in your CRM](https://support.pandadoc.com/en/articles/9714726-map-pricing-table-columns-to-fields-in-your-crm.md)
- [Stripe data merge](https://support.pandadoc.com/en/articles/9997613-stripe-data-merge.md): Stripe data merge streamlines workflows by enabling customers to map and transfer information from PandaDoc directly into Stripe.
- [Collecting payments with PandaDoc \(classic experience\)](https://support.pandadoc.com/en/articles/14972174-collecting-payments-with-pandadoc-classic-experience.md)
- [Recurring payments with Stripe](https://support.pandadoc.com/en/articles/10148852-recurring-payments-with-stripe.md)
- [Add and collect payments with Forms](https://support.pandadoc.com/en/articles/9714764-add-and-collect-payments-with-forms.md): The forms feature allows you to collect payments along with signatures.
- [Payments](https://support.pandadoc.com/en/articles/9714744-payments.md): Manage and track your payment requests in PandaDoc in one convenient location.
- [Installments](https://support.pandadoc.com/en/articles/9714750-installments.md): The installments feature lets you split payments, set dates, and track them. Configure via Payments and receive notifications for each.
- [PandaDoc Payments - Recipient's Guide](https://support.pandadoc.com/en/articles/9714761-pandadoc-payments-recipient-s-guide.md): After signing, a payer gets a payment notification. They click "Pay" on the document, select a payment method and pay.
- [How to set up recurring charges in PandaDoc](https://support.pandadoc.com/en/articles/9714755-how-to-set-up-recurring-charges-in-pandadoc.md): Set up Stripe recurring charges with PandaDoc’s quote builder. Integrations with Square and Authorize.net also support recurring payments.
- [Authorize.net \(classic experience\)](https://support.pandadoc.com/en/articles/15014345-authorize-net-classic-experience.md): With our new Authorize.net integration, you can request one-time or recurring payments via a Credit Card through PandaDoc documents.
- [Pay by Bank](https://support.pandadoc.com/en/articles/15004431-pay-by-bank.md): Collect ACH bank payments securely inside PandaDoc — no separate gateway account required.
- [Sharing templates and Content Library items](https://support.pandadoc.com/en/articles/9714621-sharing-templates-and-content-library-items.md): Our content sharing feature allows you to easily share Templates and Content Library items across your workspaces.
- [Creating a UTF-8 encoded .CSV file](https://support.pandadoc.com/en/articles/9714702-creating-a-utf-8-encoded-csv-file.md)
- [White-label your PandaDoc delivery emails](https://support.pandadoc.com/en/articles/9714672-white-label-your-pandadoc-delivery-emails.md): With white-labeling, PandaDoc emails come from your custom subdomain. DNS updates are needed for setup.
- [Inbox](https://support.pandadoc.com/en/articles/9714827-inbox.md): Inbox is used to keep track of documents that require your signature or that were sent to you from another PandaDoc user.

### eSignature & Notary

- [Qualified e-signature in PandaDoc: Overview and requirements \(new experience\)](https://support.pandadoc.com/en/articles/9714775-qualified-e-signature-in-pandadoc-overview-and-requirements-new-experience.md): Learn how to enable and send documents with PandaDoc’s qualified e-signature \(QES\), including signing order rules, limitations, and pricing.
- [Qualified e-signature \(QES\): Signing guide for document recipients](https://support.pandadoc.com/en/articles/11581359-qualified-e-signature-qes-signing-guide-for-document-recipients.md): Step-by-step guide for recipients on how to sign a PandaDoc document using Qualified Electronic Signature \(QES\) and verify their identity.
- [Build 21 CFR Part 11-compliant workflows using PandaDoc](https://support.pandadoc.com/en/articles/12859094-build-21-cfr-part-11-compliant-workflows-using-pandadoc.md): Set up a 21 CFR Part 11-compliant workspace in PandaDoc. Learn availability, pricing, what’s included, and how to get started.
- [In-person signing \(classic experience\)](https://support.pandadoc.com/en/articles/15049102-in-person-signing-classic-experience.md)
- [Qualified e-signature in PandaDoc \(classic experience\)](https://support.pandadoc.com/en/articles/15049109-qualified-e-signature-in-pandadoc-classic-experience.md): Learn how to enable and send documents with PandaDoc’s qualified e-signature \(QES\), including signing order rules, limitations, and pricing.
- [Passcode verification](https://support.pandadoc.com/en/articles/10130797-passcode-verification.md)
- [SMS verification](https://support.pandadoc.com/en/articles/10116383-sms-verification.md)
- [Protect documents with identity verification](https://support.pandadoc.com/en/articles/9714654-protect-documents-with-identity-verification.md): Learn how to set up a passcode, SMS, KBA, or ID verification for document recipients to enhance security and proper access before signing.
- [How to Create an Electronic Notary Exemplar](https://support.pandadoc.com/en/articles/9714791-how-to-create-an-electronic-notary-exemplar.md): This article offers a guide on how to create an Exemplar for your state to begin using RON platform.
- [How to invite your Notaries](https://support.pandadoc.com/en/articles/9714790-how-to-invite-your-notaries.md): Invite Notaries to your account. Make sure they are active members of your team. When added, they would need to verify commission status.
- [Notarizing documents](https://support.pandadoc.com/en/articles/9714794-notarizing-documents.md): For notary sessions, set up camera, verify signers, invite participants, and begin signing. End or restart sessions if needed.
- [Notary session. Recipient guide](https://support.pandadoc.com/en/articles/9714795-notary-session-recipient-guide.md): Ensure camera/mic access in settings before joining. Follow the email invite, complete ID verification, and sign the document online.
- [Notary troubleshooting](https://support.pandadoc.com/en/articles/9714796-notary-troubleshooting.md): Common bugs and recommended troubleshooting steps that can help fix issues one may encounter during the document notarization process.
- [PandaDoc Notary On Demand](https://support.pandadoc.com/en/articles/9714787-pandadoc-notary-on-demand.md): In PandaDoc Notary, upload your document, add participants, prepare, and send it. Sign and download once complete.
- [What does my signer see?](https://support.pandadoc.com/en/articles/9714785-what-does-my-signer-see.md): This article outlines how the signers undergo KBA and credential analysis.
- [Viewing your Notarial Journal](https://support.pandadoc.com/en/articles/9714797-viewing-your-notarial-journal.md)
- [Setting up your notary profile](https://support.pandadoc.com/en/articles/9714789-setting-up-your-notary-profile.md): Set up your Notary profile: provide your Commission details, Upload your stamp and create your signature.
- [Preparing for Notary session](https://support.pandadoc.com/en/articles/9714792-preparing-for-notary-session.md): For notary sessions, set up camera, verify signers, invite participants, and begin signing. End or restart sessions if needed.
- [Using a custom digital certificate for notarization](https://support.pandadoc.com/en/articles/12765108-using-a-custom-digital-certificate-for-notarization.md)
- [Troubleshooting PandaDoc Notary technical issues](https://support.pandadoc.com/en/articles/13336782-troubleshooting-pandadoc-notary-technical-issues.md)

### Negotiating & collaborating

- [Contract negotiation \(classic experience\)](https://support.pandadoc.com/en/articles/15363010-contract-negotiation-classic-experience.md): The contract negotiations feature allows you and your recipients to suggest and discuss edits and apply them before signing.
- [Chat](https://support.pandadoc.com/en/articles/9714817-chat.md): Use Chat to add private messages, mention your team members and notify the client in public messages.
- [Collaborator experience](https://support.pandadoc.com/en/articles/9714798-collaborator-experience.md): Collaborator experience: what permissions collaborators invited to a document have.
- [Rooms in PandaDoc: organize and collaborate in one secure space](https://support.pandadoc.com/en/articles/9714807-rooms-in-pandadoc-organize-and-collaborate-in-one-secure-space.md): Learn how to use Rooms in PandaDoc to securely organize files, collaborate with buyers, assign tasks, and manage deal documents in one place
- [Suggesting Edits in Draft Documents](https://support.pandadoc.com/en/articles/9714806-suggesting-edits-in-draft-documents.md): Suggest edits in drafts so you and colleagues without a PandaDoc license can easily collaborate before sending to clients.
- [Contract negotiation \(new experience\)](https://support.pandadoc.com/en/articles/9714812-contract-negotiation-new-experience.md): The contract negotiations feature allows you and your recipients to suggest and discuss edits and apply them before signing.
- [Redlining \(new experience\)](https://support.pandadoc.com/en/articles/9714814-redlining-new-experience.md): Accelerate contract closures with transparent redlining. Enable edits, track changes, and finalize.
- [Inline comments](https://support.pandadoc.com/en/articles/9714816-inline-comments.md): PandaDoc's inline comments feature lets you clearly indicate where to make changes and ask questions about specific parts of a document.
- [Redlining \(classic experience\)](https://support.pandadoc.com/en/articles/14891373-redlining-classic-experience.md): Accelerate contract closures with transparent redlining. Enable edits, track changes, and finalize.
- [Inline comments \(classic experience\)](https://support.pandadoc.com/en/articles/15053896-inline-comments-classic-experience.md): PandaDoc's inline comments feature lets you clearly indicate where to make changes and ask questions about specific parts of a document.

### Tracking & managing documents

- [Review Document Analytics](https://support.pandadoc.com/en/articles/9714822-review-document-analytics.md): Document Analytics are way to help you track when and how much time your recipients spent on each page of the document.
- [Review Document Analytics \(classic experience\)](https://support.pandadoc.com/en/articles/15030615-review-document-analytics-classic-experience.md)
- [Review Audit trail for sent documents \(classic experience\)](https://support.pandadoc.com/en/articles/15030616-review-audit-trail-for-sent-documents-classic-experience.md)
- [Document details](https://support.pandadoc.com/en/articles/9714823-document-details.md): The Document details section lets you preview details, view recipient analytics, audit trail, and send reminders without opening the document.
- [Review Audit trail for sent documents](https://support.pandadoc.com/en/articles/9714819-review-audit-trail-for-sent-documents.md): Audit trail provides a step-by-step history of document status changes.
- [Sharing documents with collaborators \(classic experience\)](https://support.pandadoc.com/en/articles/15030613-sharing-documents-with-collaborators-classic-experience.md)
- [Home](https://support.pandadoc.com/en/articles/9714824-home.md): Home section allows you to track your documents’ latest activity and quickly identify any that need attention.
- [Manually change document status](https://support.pandadoc.com/en/articles/9714842-manually-change-document-status.md): Manually update PandaDoc document status to Completed, Expired, Declined, or Paid for offline completions or payments.
- [Document auto-numbering \(new experience\)](https://support.pandadoc.com/en/articles/9714839-document-auto-numbering-new-experience.md): Auto-numbering allows you to set a sequence and number to every new document you create.
- [Manage your documents, templates, and content library items](https://support.pandadoc.com/en/articles/9714835-manage-your-documents-templates-and-content-library-items.md): Learn how to efficiently manage your documents in PandaDoc: filter, search, organize, download, and restore with ease!
- [How do I unexpire my document?](https://support.pandadoc.com/en/articles/9714669-how-do-i-unexpire-my-document.md): Once a document expires, its time can't be extended. Business or Enterprise plans allow up to 3650 days. Edit expired docs to resend.
- [Mark a document as Declined](https://support.pandadoc.com/en/articles/9714845-mark-a-document-as-declined.md): You can move a document to the “Declined” status if a potential client didn’t sign the proposal and the deal is lost.
- [What happens to a deleted user’s documents?](https://support.pandadoc.com/en/articles/9714846-what-happens-to-a-deleted-user-s-documents.md): When you delete a user, they still remain owners of the documents they created.
- [Sharing document folders with collaborators ](https://support.pandadoc.com/en/articles/9714804-sharing-document-folders-with-collaborators.md): Sharing folders with collaborators grants access to multiple documents at once to users without a PandaDoc license or lower permissions.
- [Sharing documents with collaborators](https://support.pandadoc.com/en/articles/9714800-sharing-documents-with-collaborators.md): Learn how to share and manage document collaboration in PandaDoc, including inviting external and internal users and adjusting permissions.
- [Transfer document ownership to another user](https://support.pandadoc.com/en/articles/9714843-transfer-document-ownership-to-another-user.md)
- [How do I cancel/void a document that I have already sent?](https://support.pandadoc.com/en/articles/9714685-how-do-i-cancel-void-a-document-that-i-have-already-sent.md): Once sent, documents can't be canceled but can be archived, edited, or marked as "Expired" in PandaDoc to block recipient access.
- [Mark documents as Paid](https://support.pandadoc.com/en/articles/10637857-mark-documents-as-paid.md): How to mark documents with payment requests as paid to reflect accurate payment status when your customer pays outside the document.
- [PandaDoc AI Assistant](https://support.pandadoc.com/en/articles/11100873-pandadoc-ai-assistant.md)
- [Document auto-numbering \(classic experience\)](https://support.pandadoc.com/en/articles/15424426-document-auto-numbering-classic-experience.md): Auto-numbering allows you to set a sequence and number to every new document you create.

### Integrations

- [Salesforce Lightning changelog](https://support.pandadoc.com/en/articles/9714847-salesforce-lightning-changelog.md): Insights on Salesforce Lightning latest improvements.
- [Salesforce: Authentication Methods in PandaDoc-Salesforce Integration](https://support.pandadoc.com/en/articles/10374592-salesforce-authentication-methods-in-pandadoc-salesforce-integration.md)
- [Salesforce Lightning. Install and configure PandaDoc](https://support.pandadoc.com/en/articles/9714855-salesforce-lightning-install-and-configure-pandadoc.md): Install and configure PandaDoc in Salesforce Lightning with steps to connect, configure, and customize integration for Salesforce objects
- [Salesforce Lightning. Create and send PandaDoc documents](https://support.pandadoc.com/en/articles/9714860-salesforce-lightning-create-and-send-pandadoc-documents.md): Learn how to pass data from Salesforce objects to PandaDoc documents and send them.
- [Link a document to an Opportunity in Salesforce](https://support.pandadoc.com/en/articles/9714861-link-a-document-to-an-opportunity-in-salesforce.md): If you have a document created in PandaDoc that you want to link to an Opportunity in Salesforce, we’ve got you covered!
- [Salesforce Lightning. Troubleshooting](https://support.pandadoc.com/en/articles/9715079-salesforce-lightning-troubleshooting.md): The list of common issues in Salesforce Lightning and troubleshooting steps to fix them.
- [Salesforce 2-Way Sync](https://support.pandadoc.com/en/articles/9714863-salesforce-2-way-sync.md): Learn how to sync PandaDoc with Salesforce for importing/exporting data, updating opportunities, and automating document workflows.
- [Salesforce Classic](https://support.pandadoc.com/en/articles/9714866-salesforce-classic.md): Create and send PandaDoc documents from Salesforce records, auto-populate data and pricing, and sync contacts and products.
- [Salesforce automations](https://support.pandadoc.com/en/articles/9714990-salesforce-automations.md): Automate Salesforce updates when PandaDoc document status changes, including updating products, opportunity stages, and attaching PDFs.
- [Salesforce Classic: Add PandaDoc to custom objects](https://support.pandadoc.com/en/articles/9714920-salesforce-classic-add-pandadoc-to-custom-objects.md): If you created a “Custom Object” in Salesforce add the PandaDoc module to it to pass data from your custom object in SFDC into PandaDoc.
- [Creating PandaDoc documents from Salesforce CPQ Quotes](https://support.pandadoc.com/en/articles/9714976-creating-pandadoc-documents-from-salesforce-cpq-quotes.md): This article is for Salesforce CPQ users.
- [Salesforce. Map pricing table columns with fields](https://support.pandadoc.com/en/articles/9714729-salesforce-map-pricing-table-columns-with-fields.md): Map opportunity product fields with specific pricing table columns to pass information from Salesforce to PandaDoc pricing tables.
- [Salesforce. Map quote builder columns with fields](https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields.md)
- [Salesforce. Mapping products to pricing tables and pricing table sections](https://support.pandadoc.com/en/articles/9714727-salesforce-mapping-products-to-pricing-tables-and-pricing-table-sections.md): Map your opportunity products to specific pricing tables or pricing table sections.
- [Salesforce change: connected app usage restrictions](https://support.pandadoc.com/en/articles/12900375-salesforce-change-connected-app-usage-restrictions.md)
- [PandaDoc CPQ for Salesforce](https://support.pandadoc.com/en/articles/10227105-pandadoc-cpq-for-salesforce.md): Automate your document workflows with PandaDoc CPQ for Salesforce. Integrate CRM data, create forms, quotes, and generate proposals.
- [Using Salesforce lookup fields to expand available tokens](https://support.pandadoc.com/en/articles/12130251-using-salesforce-lookup-fields-to-expand-available-tokens.md)
- [Salesforce Troubleshooting: Connection required \(one-time setup\)](https://support.pandadoc.com/en/articles/14179775-salesforce-troubleshooting-connection-required-one-time-setup.md): This article explains how to troubleshoot the 'Connect Salesforce to get started' error in the new editor.
- [Upgrading the PandaDoc Salesforce package](https://support.pandadoc.com/en/articles/15361887-upgrading-the-pandadoc-salesforce-package.md): Learn how to upgrade your PandaDoc managed package in Salesforce to the latest version using AppExchange.
- [Salesforce \(new experience\)](https://support.pandadoc.com/en/articles/15419586-salesforce-new-experience.md): PandaDoc integration with Salesforce enables data transfer between Salesforce and PandaDoc, automating document creation and variable population.
- [HubSpot CRM. Map product fields with quote builder columns](https://support.pandadoc.com/en/articles/9714722-hubspot-crm-map-product-fields-with-quote-builder-columns.md)
- [HubSpot CRM \(classic experience\)](https://support.pandadoc.com/en/articles/15030606-hubspot-crm-classic-experience.md)
- [HubSpot CRM. Mapping products to pricing tables and pricing table sections](https://support.pandadoc.com/en/articles/9714731-hubspot-crm-mapping-products-to-pricing-tables-and-pricing-table-sections.md): Merge rules allow you to pull products from your HubSpot deal to specific pricing table sections and/or specific pricing tables in your documents.
- [HubSpot CRM. Map product fields with pricing table columns](https://support.pandadoc.com/en/articles/9714732-hubspot-crm-map-product-fields-with-pricing-table-columns.md): Column mapping with HubSpot allows you to easily pull deal product fields into specific pricing table columns in PandaDoc.
- [HubSpot CRM changelog](https://support.pandadoc.com/en/articles/9714848-hubspot-crm-changelog.md)
- [HubSpot CRM \(new experience\)](https://support.pandadoc.com/en/articles/9714877-hubspot-crm-new-experience.md): PandaDoc integration with HubSpot enables data transfer between HubSpot and PandaDoc, automating document creation and pricing updates.
- [HubSpot automations](https://support.pandadoc.com/en/articles/9714992-hubspot-automations.md): Learn how to automate updates to HubSpot deal stages, properties, and line items based on PandaDoc document status changes with this guide.
- [HubSpot workflows](https://support.pandadoc.com/en/articles/9714993-hubspot-workflows.md)
- [Pipedrive. How to pass product description into pricing table](https://support.pandadoc.com/en/articles/9714736-pipedrive-how-to-pass-product-description-into-pricing-table.md): This article will guide you through the process of pulling product descriptions from Pipedrive into PandaDoc pricing tables using a custom field.
- [Pipedrive \(classic experience\)](https://support.pandadoc.com/en/articles/15030623-pipedrive-classic-experience.md)
- [Pipedrive](https://support.pandadoc.com/en/articles/9714881-pipedrive.md): This guide will help you install and use the PandaDoc Pipedrive integration to generate documents, sync data, track status, and more.
- [Pipedrive automations](https://support.pandadoc.com/en/articles/9714994-pipedrive-automations.md): With Pipedrive automations you can set up two-way sync with PandaDoc to pass data and trigger updates.
- [Microsoft Dynamics. Map product fields with pricing table columns](https://support.pandadoc.com/en/articles/9714737-microsoft-dynamics-map-product-fields-with-pricing-table-columns.md)
- [Microsoft Dynamics changelog](https://support.pandadoc.com/en/articles/9714850-microsoft-dynamics-changelog.md)
- [Microsoft Dynamics. Installation Guide](https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide.md): With Microsoft Dynamics CRM you can create, send, and track documents from Opportunity, Account, Contact, Quotes, and custom entities.
- [Microsoft Dynamics 365 data-import integration](https://support.pandadoc.com/en/articles/9714922-microsoft-dynamics-365-data-import-integration.md)
- [Microsoft Dynamics. Create and send PandaDoc documents](https://support.pandadoc.com/en/articles/9714924-microsoft-dynamics-create-and-send-pandadoc-documents.md): This integration lets you create, send, and track documents from various entities in Microsoft Dynamics CRM.
- [Microsoft Dynamics automations](https://support.pandadoc.com/en/articles/9714996-microsoft-dynamics-automations.md): Set automations in templates to streamline workflow with PandaDoc and Microsoft Dynamics.
- [SharePoint automations](https://support.pandadoc.com/en/articles/10485261-sharepoint-automations.md): Automatically upload completed PandaDoc documents to SharePoint. Learn how to set up the automation recipe.
- [monday.com](https://support.pandadoc.com/en/articles/9714891-monday-com.md): PandaDoc’s integration with monday.com allows you to easily create, track, and view your documents within any project you’re working on.
- [Zendesk Sell](https://support.pandadoc.com/en/articles/9714907-zendesk-sell.md): This integration allows you to pass information from Zendesk Sell into PandaDoc \(via fields\); pass product data into PandaDoc pricing tables; create and track documents from Zendesk Sell.
- [SugarCRM](https://support.pandadoc.com/en/articles/9714926-sugarcrm.md): This integration allows you to create, send, and track quotes, proposals, and contracts from within SugarCRM.
- [Freshsales](https://support.pandadoc.com/en/articles/9714917-freshsales.md)
- [Copper](https://support.pandadoc.com/en/articles/9714911-copper.md): This integration will allow you to create, send, and track documents from Opportunities, People and Company objects from Copper.
- [Nutshell](https://support.pandadoc.com/en/articles/9714927-nutshell.md): Nutshell \<\> PandaDoc integration will allow you to create, send, and track documents from Leads, People, and Companies objects from Nutshell.
- [Insightly](https://support.pandadoc.com/en/articles/9714928-insightly.md): This integration will allow you to create, send, and track documents from Contacts, Organizations, Leads, Opportunities and Projects within Insightly.
- [Zoho CRM](https://support.pandadoc.com/en/articles/9714903-zoho-crm.md): Pass products, and data via variables, create documents from Accounts, Contacts, Deal/Potential, Lead and Quotes objects in Zoho CRM.
- [Zoho automations ](https://support.pandadoc.com/en/articles/9714999-zoho-automations.md): Automations available for Zoho CRM and how to configure them in PandaDoc.
- [Zendesk Sell automations](https://support.pandadoc.com/en/articles/9715000-zendesk-sell-automations.md)
- [Nimble](https://support.pandadoc.com/en/articles/9714913-nimble.md)
- [ActiveCampaign integration with PandaDoc](https://support.pandadoc.com/en/articles/12898413-activecampaign-integration-with-pandadoc.md)
- [Creatio integration with PandaDoc](https://support.pandadoc.com/en/articles/12898482-creatio-integration-with-pandadoc.md)
- [Folk integration with PandaDoc](https://support.pandadoc.com/en/articles/12898512-folk-integration-with-pandadoc.md)
- [Close integration with PandaDoc](https://support.pandadoc.com/en/articles/12898496-close-integration-with-pandadoc.md)
- [Brevo integration with PandaDoc](https://support.pandadoc.com/en/articles/12898445-brevo-integration-with-pandadoc.md)
- [Greenhouse](https://support.pandadoc.com/en/articles/9714936-greenhouse.md): Standardize hiring documents by adding Greenhouse fields into PandaDoc’s templates to populate the offer and candidate information.
- [Greenhouse automations](https://support.pandadoc.com/en/articles/9715001-greenhouse-automations.md)
- [BambooHR](https://support.pandadoc.com/en/articles/9714937-bamboohr.md): Data-import integration with BambooHR allows you to pre-populate PandaDoc documents with data from BambooHR to easily send and esign them.
- [BambooHR automations](https://support.pandadoc.com/en/articles/9715003-bamboohr-automations.md): Automations for BambooHR and how to configure them in PandaDoc.
- [Lever](https://support.pandadoc.com/en/articles/9714934-lever.md)
- [Zenefits](https://support.pandadoc.com/en/articles/9714935-zenefits.md)
- [BambooHR \(classic experience\)](https://support.pandadoc.com/en/articles/15036073-bamboohr-classic-experience.md): Data-import integration with BambooHR allows you to pre-populate PandaDoc documents with data from BambooHR to easily send and esign them.
- [Greenhouse \(classic experience\)](https://support.pandadoc.com/en/articles/15081497-greenhouse-classic-experience.md): Standardize hiring documents by adding Greenhouse fields into PandaDoc’s templates to populate the offer and candidate information.
- [Stripe payments in PandaDoc \(new experience\)](https://support.pandadoc.com/en/articles/9714942-stripe-payments-in-pandadoc-new-experience.md): Use Stripe to request payments or collect card details for later charging, using any method set up in your Stripe account.
- [Square Checkout payments](https://support.pandadoc.com/en/articles/9714949-square-checkout-payments.md)
- [PayPal payments in PandaDoc](https://support.pandadoc.com/en/articles/9714952-paypal-payments-in-pandadoc.md): Connect PayPal to PandaDoc and collect payments directly from your documents using the Collect payment workflow step or the document editor.
- [Authorize.net](https://support.pandadoc.com/en/articles/9714953-authorize-net.md): With our new Authorize.net integration, you can request one-time or recurring payments via a Credit Card through PandaDoc documents.
- [QuickBooks Payments](https://support.pandadoc.com/en/articles/9714955-quickbooks-payments.md): The Quickbooks integration allows you to set up a payment app for your recipients to pay via a Credit Card on your PandaDoc document.
- [Xero \(through Zapier\)](https://support.pandadoc.com/en/articles/9714957-xero-through-zapier.md): This guide will explain how to set up a zap to create invoices in Xero once a PandaDoc document is completed and signed.
- [PandaDoc API](https://support.pandadoc.com/en/articles/9714958-pandadoc-api.md): Dev Center gives you full control over functionality and reporting for your API and Webhooks integration with PandaDoc.
- [API recipes: Create and send a document from a template](https://support.pandadoc.com/en/articles/9714960-api-recipes-create-and-send-a-document-from-a-template.md): To create a document via PandaDoc API, use your template ID, authenticate, and send a POST request to the "Create document" endpoint.
- [API recipes: Create a document from a template and share it in real time](https://support.pandadoc.com/en/articles/9714961-api-recipes-create-a-document-from-a-template-and-share-it-in-real-time.md)
- [API recipes: Create and send a document from a publicly accessible PDF](https://support.pandadoc.com/en/articles/9714962-api-recipes-create-and-send-a-document-from-a-publicly-accessible-pdf.md): How to create a PandaDoc document from a PDF file and send it via API.
- [API recipes: Upload, create, and send a document from a local PDF](https://support.pandadoc.com/en/articles/9714963-api-recipes-upload-create-and-send-a-document-from-a-local-pdf.md): A guide on how to create and send a document via API.
- [API recipes: Download a document on completion](https://support.pandadoc.com/en/articles/9714964-api-recipes-download-a-document-on-completion.md): How to create a PandaDoc webhook for the “document.completed” event, and download a completed document via API.
- [API recipes: Listening for changes in document status](https://support.pandadoc.com/en/articles/9714965-api-recipes-listening-for-changes-in-document-status.md)
- [Webhooks](https://support.pandadoc.com/en/articles/9714966-webhooks.md): Use webhooks to be notified about events that happen in a PandaDoc account.
- [Slack](https://support.pandadoc.com/en/articles/9714980-slack.md): Track document status easily with our Slack integration—get updates in Slack and reduce reliance on your email inbox.
- [QuickBooks Online](https://support.pandadoc.com/en/articles/9714975-quickbooks-online.md): Link your QuickBooks products with custom PandaDoc templates and automatically create invoices and estimates.
- [Microsoft Teams](https://support.pandadoc.com/en/articles/9714977-microsoft-teams.md): PandaDoc’s integration for Microsoft Teams allows quick signing of documents without leaving your workspace in Teams.
- [ActiveCampaign](https://support.pandadoc.com/en/articles/9714979-activecampaign.md): You can create PandaDoc documents using ActiveCampaign contacts as document recipients. You can also track document status in Contacts.
- [Canva](https://support.pandadoc.com/en/articles/9714983-canva.md): With this integration, you can upload designs from Canva as images and pages into PandaDoc documents.
- [Zendesk Support](https://support.pandadoc.com/en/articles/9714984-zendesk-support.md): This integration allows you to create, send, and track documents from Tickets and Users in Zendesk.
- [Wrike](https://support.pandadoc.com/en/articles/9714930-wrike.md)
- [Pipeliner CRM](https://support.pandadoc.com/en/articles/9714933-pipeliner-crm.md)
- [NetSuite](https://support.pandadoc.com/en/articles/9714931-netsuite.md): Data-import integration with NetSuite allows you to pre-populate PandaDoc documents with data from NetSuite to easily send and esign them.
- [Salesmate](https://support.pandadoc.com/en/articles/9714932-salesmate.md): Create, manage and track proposals and other key documents without leaving Salesmate CRM.
- [NetSuite automations](https://support.pandadoc.com/en/articles/9715004-netsuite-automations.md): Automations available for the NetSuite and how to configure them in PandaDoc.
- [PandaDoc app for ChatGPT](https://support.pandadoc.com/en/articles/15000069-pandadoc-app-for-chatgpt.md): Create, send, and track PandaDoc documents without ever leaving ChatGPT.
- [PandaDoc Claude Connector](https://support.pandadoc.com/en/articles/15206200-pandadoc-claude-connector.md): Create, send, and track PandaDoc documents without ever leaving Claude.

### Automations

- [Automations](https://support.pandadoc.com/en/articles/9714985-automations.md): PandaDoc automations streamline workflows by automating document actions based on status changes.
- [Zapier](https://support.pandadoc.com/en/articles/9715006-zapier.md): Zapier helps you automate your business by connecting your web applications with triggers and actions.
- [Create your own \#saleswins channel in Slack](https://support.pandadoc.com/en/articles/9715007-create-your-own-saleswins-channel-in-slack.md)
- [Make.com](https://support.pandadoc.com/en/articles/9715008-make-com.md): With Make.com you can watch, create, update, and delete the documents, and contacts in your PandaDoc account.

### CPQ

- [Tutorials](https://support.pandadoc.com/en/articles/10615836-tutorials.md)
- [How-to guides](https://support.pandadoc.com/en/articles/10615975-how-to-guides.md)
- [Explanation](https://support.pandadoc.com/en/articles/10615983-explanation.md)
- [Reference](https://support.pandadoc.com/en/articles/10616016-reference.md)
- [Release notes](https://support.pandadoc.com/en/articles/10616020-release-notes.md)

### Admin Hub

- [Set up workspace](https://support.pandadoc.com/en/articles/10205317-set-up-workspace.md)
- [Getting started](https://support.pandadoc.com/en/articles/9714544-getting-started.md): Create and customize documents in PandaDoc with flexible layouts, design options, real-time collaboration, and dynamic data integration.
- [PandaDoc fundamentals](https://support.pandadoc.com/en/articles/9714552-pandadoc-fundamentals.md): Set up your PandaDoc profile, customize branding, create templates, add roles/variables, design, and pricing. Then send for signing.
- [PandaDoc glossary](https://support.pandadoc.com/en/articles/9714549-pandadoc-glossary.md): Get familiar with the PandaDoc terminology to better understand our training and Help Center materials.
- [Guide to a successful PandaDoc launch and beyond](https://support.pandadoc.com/en/articles/9714543-guide-to-a-successful-pandadoc-launch-and-beyond.md): Top tips for implementing and adopting PandaDoc which can be utilized throughout your journey with us.
- [AI data privacy settings](https://support.pandadoc.com/en/articles/16106373-ai-data-privacy-settings.md): Control which AI features are active in your account and manage your AI data training preferences from the Data privacy settings page.
- [Knowledge-based authentication \(KBA\)](https://support.pandadoc.com/en/articles/9715010-knowledge-based-authentication-kba.md): Use KBA to enhance document security by verifying signers' identities with personal questions, adding a layer beyond passcodes and SMS.
- [Account access](https://support.pandadoc.com/en/articles/9715011-account-access.md): Find the instructions on how to access your PandaDoc account here.
- [Two-factor authentication \(2FA\)](https://support.pandadoc.com/en/articles/9715012-two-factor-authentication-2fa.md): Enable 2FA on PandaDoc via app or SMS for added security. Configure individually. Backup codes are essential if device access is lost.
- [Notifications](https://support.pandadoc.com/en/articles/9715015-notifications.md): Manage notifications you want to receive in Settings \> Notifications.
- [Changing interface language](https://support.pandadoc.com/en/articles/9715017-changing-interface-language.md): To change the interface language for your account, select your name in the lower-left corner and go to My account. Change the language under Interface language.
- [Workspaces](https://support.pandadoc.com/en/articles/9715019-workspaces.md): Discover how to create and manage PandaDoc workspaces for team collaboration, content distribution, and workspace-specific settings.
- [Emails settings](https://support.pandadoc.com/en/articles/9715022-emails-settings.md): Customize branding by uploading logos, changing button and text colors and setting custom email footers.
- [Import contacts in PandaDoc using Zapier](https://support.pandadoc.com/en/articles/9715023-import-contacts-in-pandadoc-using-zapier.md): Our new “Create Contact” zap template allows you to bulk import contacts from a Google Sheet.
- [How do I change the owner of the account?](https://support.pandadoc.com/en/articles/9715024-how-do-i-change-the-owner-of-the-account.md): Account owners can transfer ownership by going to Settings \> Billing, Ownership can only to another member of your PandaDoc account.
- [Document settings](https://support.pandadoc.com/en/articles/9715025-document-settings.md)
- [Add and manage your contacts](https://support.pandadoc.com/en/articles/9715026-add-and-manage-your-contacts.md): In PandaDoc, all recipients you send documents to are added to your contact list. To import or export contacts, reach out to Support Team.
- [Remove “via PandaDoc” from your email subject](https://support.pandadoc.com/en/articles/9715027-remove-via-pandadoc-from-your-email-subject.md)
- [How to import Google contacts](https://support.pandadoc.com/en/articles/9715028-how-to-import-google-contacts.md): You can import your Google contacts in bulk to PandaDoc — everything from a contact’s name and organization to their phone number and email address.
- [PandaDoc Free plan guide](https://support.pandadoc.com/en/articles/9715030-pandadoc-free-plan-guide.md): With our Free plan you can send 60 documents per year, 2 recipients per document.
- [PandaDoc EU vs. US ​](https://support.pandadoc.com/en/articles/9997637-pandadoc-eu-vs-us.md): Key differences between EU server service versus US server
- [Working with Extensions](https://support.pandadoc.com/en/articles/9715031-working-with-extensions.md): Learn how to find, enable, purchase, and remove extensions.
- [Account Billing and Ownership](https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership.md): Learn how to manage your PandaDoc account billing, change plans, update billing details, transfer ownership, and review invoices.
- [Compare subscription plan features](https://support.pandadoc.com/en/articles/9715033-compare-subscription-plan-features.md): Compare PandaDoc subscription plans and features.
- [Organization settings](https://support.pandadoc.com/en/articles/9715037-organization-settings.md): You can manage workspaces, view system roles, create custom roles, see users across workspaces, and handle billing in Organization settings.
- [Add and remove users](https://support.pandadoc.com/en/articles/9715041-add-and-remove-users.md): Easily invite new team members to PandaDoc, manage licenses, and collaborate seamlessly.
- [Account roles](https://support.pandadoc.com/en/articles/9715043-account-roles.md): Learn about the differences between account roles to choose the best role for your teammates.
- [Custom roles](https://support.pandadoc.com/en/articles/9715045-custom-roles.md): The custom roles feature allows you to create a role for your users with specific permissions.
- [How do I transfer license to another user?](https://support.pandadoc.com/en/articles/9715046-how-do-i-transfer-license-to-another-user.md): To transfer the license from a user who is leaving the company, to a new user, remove the leaving user first, then invite the new one.
- [Profile settings](https://support.pandadoc.com/en/articles/9715047-profile-settings.md): Update your PandaDoc personal settings, including your personal information, password, interface language, and personal signature.
- [Audit log](https://support.pandadoc.com/en/articles/9715049-audit-log.md): The audit log allows you to download a record of activity within your account over the previous 30 days.
- [Transitioning from Creator and eSign Licenses to Standard Licenses with Custom Roles](https://support.pandadoc.com/en/articles/10024426-transitioning-from-creator-and-esign-licenses-to-standard-licenses-with-custom-roles.md)
- [SSO implementation](https://support.pandadoc.com/en/articles/9715050-sso-implementation.md): PandaDoc supports SSO via IdPs like Okta or OneLogin, using SAML 2.0 for secure, password-free, and fast access across domains.
- [Set up Single Sign-On with Salesforce](https://support.pandadoc.com/en/articles/9715051-set-up-single-sign-on-with-salesforce.md)
- [Set up Single Sign-On with OneLogin](https://support.pandadoc.com/en/articles/9715052-set-up-single-sign-on-with-onelogin.md): Step-by-step guide on how to set up the Single sign-on integration with OneLogin.
- [Set up Single Sign-On with Active Directory](https://support.pandadoc.com/en/articles/9715053-set-up-single-sign-on-with-active-directory.md): How to set up Single Sign-On with Active Directory.
- [Troubleshooting SSO setup and errors](https://support.pandadoc.com/en/articles/11186946-troubleshooting-sso-setup-and-errors.md)
- [How to Contact PandaDoc Support](https://support.pandadoc.com/en/articles/9715061-how-to-contact-pandadoc-support.md): Learn how to get 24/7 support from our friendly, expert team.
- [How can I get a copy of your W-9 form?](https://support.pandadoc.com/en/articles/9715062-how-can-i-get-a-copy-of-your-w-9-form.md)
- [Sales Tax for PandaDoc Customers](https://support.pandadoc.com/en/articles/9715063-sales-tax-for-pandadoc-customers.md): Information about Sales Tax and when it applies.
- [How can I share a document via a public link for anyone to sign?](https://support.pandadoc.com/en/articles/10551495-how-can-i-share-a-document-via-a-public-link-for-anyone-to-sign.md): Use our Forms feature to share a document via a public link, allowing anyone to sign.
- [Billing FAQ](https://support.pandadoc.com/en/articles/11081012-billing-faq.md)
- [PandaDoc's Free eSign plan vs Free 14-day trial](https://support.pandadoc.com/en/articles/11379752-pandadoc-s-free-esign-plan-vs-free-14-day-trial.md)
- [I see the client's email instead of their signature](https://support.pandadoc.com/en/articles/12579904-i-see-the-client-s-email-instead-of-their-signature.md)
- [PandaDoc AI Policy](https://support.pandadoc.com/en/articles/13794735-pandadoc-ai-policy.md)

### Troubleshooting

- [Why documents don't get delivered](https://support.pandadoc.com/en/articles/9714687-why-documents-don-t-get-delivered.md): If signers aren’t getting emails, check the address, resend notifications, verify the signing order, or ask to whitelist PandaDoc emails.
- [Why don't my variables work?](https://support.pandadoc.com/en/articles/9715085-why-don-t-my-variables-work.md)
- [My CC'd recipient doesn't get the PandaDoc email](https://support.pandadoc.com/en/articles/9714661-my-cc-d-recipient-doesn-t-get-the-pandadoc-email.md)
- [My client signed the document, but it doesn't show as Completed](https://support.pandadoc.com/en/articles/9714833-my-client-signed-the-document-but-it-doesn-t-show-as-completed.md): If your client has signed the document, but it does not show as Completed, it is likely that the Finish button hasn't been clicked.
- [Zoho CRM changelog](https://support.pandadoc.com/en/articles/9714851-zoho-crm-changelog.md)
- [Basic browser troubleshooting](https://support.pandadoc.com/en/articles/9715066-basic-browser-troubleshooting.md): Learn how to troubleshoot PandaDoc browser-related issues.
- [Advanced troubleshooting steps](https://support.pandadoc.com/en/articles/9715071-advanced-troubleshooting-steps.md): If troubleshooting fails, collect console log & HAR file: open DevTools, reproduce issue, screenshot console, save HAR file, share.
- [Web browsers supported by PandaDoc](https://support.pandadoc.com/en/articles/9715077-web-browsers-supported-by-pandadoc.md): PandaDoc supports Safari \(Mac\), Chrome, Firefox, and Edge \(Windows/Mac\). Ensure cookies are enabled and whitelist pandadoc.com for best use.
- [System requirements](https://support.pandadoc.com/en/articles/9715078-system-requirements.md): Check the minimum and recommended system requirements for PandaDoc.
- [Error when creating a document from HubSpot or ZohoCRM](https://support.pandadoc.com/en/articles/9715081-error-when-creating-a-document-from-hubspot-or-zohocrm.md)
- [DocuSign to PandaDoc](https://support.pandadoc.com/en/articles/9715082-docusign-to-pandadoc.md): This article offers an overview of the PandaDocs' fundamental features and insights on how to make your transition from Docusign as smooth as possible.
- [I didn’t get my verification code. What should I do?](https://support.pandadoc.com/en/articles/9715084-i-didn-t-get-my-verification-code-what-should-i-do.md)
- [How do I recover a deleted document?](https://support.pandadoc.com/en/articles/9715086-how-do-i-recover-a-deleted-document.md): You can recover deleted documents from the Archived tab in Documents. If deleted from the Archive, reach out to the Support Team.
- [Common issues with uploading and downloading documents](https://support.pandadoc.com/en/articles/9715087-common-issues-with-uploading-and-downloading-documents.md): Uploading issues arise from password protection/large files/old formats. Check network settings and browser pop-up settings for downloads.
- [Self-paced Onboarding: Login and Setup](https://support.pandadoc.com/en/articles/9715090-self-paced-onboarding-login-and-setup.md)
- [Self-paced Onboarding: Creating a Template](https://support.pandadoc.com/en/articles/9715091-self-paced-onboarding-creating-a-template.md)
- [Self-paced Onboarding: Workflow](https://support.pandadoc.com/en/articles/9715092-self-paced-onboarding-workflow.md)
- [Self-paced Onboarding: Sending a Document](https://support.pandadoc.com/en/articles/9715093-self-paced-onboarding-sending-a-document.md)
- [PandaDoc CPQ: Lookup tables](https://support.pandadoc.com/en/articles/10443682-pandadoc-cpq-lookup-tables.md)
- [Live Training Sessions](https://support.pandadoc.com/en/articles/9715088-live-training-sessions.md)
- [How to report account abuse or unauthorized PandaDoc account registration](https://support.pandadoc.com/en/articles/11051891-how-to-report-account-abuse-or-unauthorized-pandadoc-account-registration.md)
- [Why a document was completed a long time ago and was suddenly resent?](https://support.pandadoc.com/en/articles/13430590-why-a-document-was-completed-a-long-time-ago-and-was-suddenly-resent.md): Expected behaviour

## Français

### Nouvelle expérience

- [Nouvelle expérience avec les documents et les modèles : qu’est-ce qui a changé ?](https://support.pandadoc.com/fr/articles/14729447-nouvelle-experience-avec-les-documents-et-les-modeles-qu-est-ce-qui-a-change.md): Si votre PandaDoc a un aspect différent, cet article explique ce qui a changé, où retrouver ce que vous connaissez déjà et comment revenir à la version précédente si nécessaire.
- [Modèle flux de travail builder et guided document création — Guide complet](https://support.pandadoc.com/fr/articles/12108203-modele-flux-de-travail-builder-et-guided-document-creation-guide-complet.md): Documentation complète pour le nouveau modèle flux de travail builder et document création de flux guidé — configuration, configuration et limitations.
- [Nouvel éditeur PandaDoc](https://support.pandadoc.com/fr/articles/12680681-nouvel-editeur-pandadoc.md): Découvrez les nouveautés de l'éditeur PandaDoc remanié — une expérience d'édition plus rapide, plus propre et plus intuitive.
- [Gagnez du temps avec un modèle réutilisable \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/9714616-gagnez-du-temps-avec-un-modele-reutilisable-nouvelle-experience.md): Créez et réutilisez des modèles pour gagner du temps en automatisant la création de documents dans PandaDoc.
- [Créer un document \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/11197006-creer-un-document-nouvelle-experience.md): Découvrez comment créer un document dans PandaDoc : du téléchargement d’un fichier à l’utilisation d’un modèle et à l’envoi via le flux guidé.
- [Collectez les paiements avec PandaDoc](https://support.pandadoc.com/fr/articles/9714741-collectez-les-paiements-avec-pandadoc.md)
- [Étape Remplir les informations du document](https://support.pandadoc.com/fr/articles/12115828-etape-remplir-les-informations-du-document.md): Remplissez l’étape Remplir les informations du document — une nouvelle façon de partager votre modèle sous forme publique

### Créer des documents, des modèles, des éléments de la bibliothèque de contenu et des formulaires

- [Bibliothèque d'images](https://support.pandadoc.com/fr/articles/9714639-bibliotheque-d-images.md)
- [Mode présentation](https://support.pandadoc.com/fr/articles/9714818-mode-presentation.md): Le mode présentation vous permet de montrer vos documents à vos collègues et clients de manière simple et fluide.
- [Blocs de construction de contenu \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/9714573-blocs-de-construction-de-contenu-nouvelle-experience.md): Apprenez à gérer, organiser et personnaliser bloc de contenu dans PandaDoc modèle et document.
- [Bloc de contenu intelligent. Contenu conditionnel](https://support.pandadoc.com/fr/articles/9714634-bloc-de-contenu-intelligent-contenu-conditionnel.md): Apprenez à configurer un bloc de contenu intelligent en PandaDoc: utilisez du contenu conditionnel pour automatiser la création de document basée sur des variables ou grille tarifaire
- [Restreindre l'édition du bloc de contenu \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/9714578-restreindre-l-edition-du-bloc-de-contenu-nouvelle-experience.md): Verrouillez le bloc de contenu dans le modèle PandaDoc pour limiter les modifications. Seul l'administrateur/le questionnaire peut déverrouiller.
- [Champs \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/9714583-champs-nouvelle-experience.md): Apprenez à collecter des informations sur les clients comme les noms, les adresses et les dates en utilisant le champ à remplir dans PandaDoc.
- [Champ collecte de fichiers](https://support.pandadoc.com/fr/articles/9714591-champ-collecte-de-fichiers.md): Le champ \<i\>Collecte des fichiers\</i\> permet à vos destinataires de télécharger facilement des fichiers dans votre document.
- [Champs conditionnels ](https://support.pandadoc.com/fr/articles/9714593-champs-conditionnels.md)
- [Validation des champs de texte](https://support.pandadoc.com/fr/articles/9714595-validation-des-champs-de-texte.md)
- [Variables \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/9714599-variables-nouvelle-experience.md): Utilisez les variables pour gagner du temps en remplissant automatiquement les informations qui apparaissent fréquemment dans vos documents.
- [Conception du document](https://support.pandadoc.com/fr/articles/9714603-conception-du-document.md): Découvrez comment mettre en forme le texte, ajuster la mise en page et personnaliser les tableaux et les images dans votre document PandaDoc à l'aide des options de conception.
- [Rôles de modèle](https://support.pandadoc.com/fr/articles/9714620-roles-de-modele.md)
- [Créer un document](https://support.pandadoc.com/fr/articles/9714623-creer-un-document.md): Importez ou créez des documents, ou importez depuis le cloud. Fichiers pris en charge : .pdf, .png, .jpg, .jpeg, .docx.
- [Joindre des fichiers à votre document](https://support.pandadoc.com/fr/articles/9714681-joindre-des-fichiers-a-votre-document.md): L'application Pièces jointes vous permet d'ajouter des fichiers téléchargeables à votre document sans les inclure dans son corps.
- [Bibliothèque de contenus](https://support.pandadoc.com/fr/articles/9714631-bibliotheque-de-contenus.md): Sauvegardez le contenu fréquemment utilisé dans votre bibliothèque et réutilisez-le facilement, pour ne pas avoir à le recréer de zéro à chaque fois.
- [Collecte de signatures avec des formulaires](https://support.pandadoc.com/fr/articles/9714780-collecte-de-signatures-avec-des-formulaires.md): Cet article explique comment les clients remplissent les formulaires et ce qui se passe ensuite.

### Envoi de documents

- [Ajout et gestion des destinataires](https://support.pandadoc.com/fr/articles/9714650-ajout-et-gestion-des-destinataires.md)
- [Ordre de signature](https://support.pandadoc.com/fr/articles/9714771-ordre-de-signature.md): L'ordre de signature garantit une signature séquentielle, passant au destinataire suivant après que le précédent ait terminé.
- [Vérification de la pièce d’identité](https://support.pandadoc.com/fr/articles/9997596-verification-de-la-piece-d-identite.md): La vérification de la pièce d'identité permet de vérifier les identités des destinataires à l'aide de pièces d'identité gouvernementales. Il peut être configuré avant l'ouverture ou la signature d'...
- [Rappels automatiques \(expérience classique\)](https://support.pandadoc.com/fr/articles/15030611-rappels-automatiques-experience-classique.md)
- [Expirations automatiques](https://support.pandadoc.com/fr/articles/9714665-expirations-automatiques.md): L'expiration automatique expire les documents non terminés dans un délai défini, changeant leur statut en « Expiré ».
- [Rappels automatiques](https://support.pandadoc.com/fr/articles/9714663-rappels-automatiques.md): Avec les rappels automatiques, configurez l'envoi d'e-mails aux signataires n'ayant pas encore terminé le document.
- [Envoyer automatiquement un PDF d'un terminé document](https://support.pandadoc.com/fr/articles/9714671-envoyer-automatiquement-un-pdf-d-un-termine-document.md): Lorsque l'option "auto-envoyé PDFs upon completion" est activée, tous les participants reçoivent un e-mail contenant un PDF de la page document finalisée une fois qu'elle est terminée.
- [Redirection des destinataires une fois le document complété](https://support.pandadoc.com/fr/articles/9714647-redirection-des-destinataires-une-fois-le-document-complete.md)
- [Workflow d'approbation](https://support.pandadoc.com/fr/articles/9714799-workflow-d-approbation.md): Découvrez comment configurer des workflows d'approbation automatisés dans PandaDoc.
- [Personnalisez votre marque dans PandaDoc](https://support.pandadoc.com/fr/articles/11704695-personnalisez-votre-marque-dans-pandadoc.md)
- [Envoi groupé de documents](https://support.pandadoc.com/fr/articles/9714678-envoi-groupe-de-documents.md): Envoyez des documents en masse à plusieurs destinataires, chacun recevant un exemplaire unique. Disponible sur les forfaits Professionnel et Entreprise avec un supplément de volume.
- [Signature en personne](https://support.pandadoc.com/fr/articles/9714778-signature-en-personne.md)
- [Signez un PandaDoc - Guide du destinataire](https://support.pandadoc.com/fr/articles/9714786-signez-un-pandadoc-guide-du-destinataire.md)
- [Refuser un document du point de vue du client](https://support.pandadoc.com/fr/articles/9714662-refuser-un-document-du-point-de-vue-du-client.md)
- [Certificat de signature du document terminé](https://support.pandadoc.com/fr/articles/9714781-certificat-de-signature-du-document-termine.md): Suivez document signature avec un certificat de signature, détaillant les signataires, les horodatages et les adresses IP sur la dernière page du PDF.
- [Transfert de documents et de signatures](https://support.pandadoc.com/fr/articles/9714774-transfert-de-documents-et-de-signatures.md): Activez le transfert de documents et de signatures pour permettre aux destinataires de partager des documents avec d'autres personnes afin qu'ils puissent les consulter ou les signer.

### Contract Lifecycle Management 

- [Aperçu de la gestion du cycle de vie des contrats \(CLM\)](https://support.pandadoc.com/fr/articles/15419844-apercu-de-la-gestion-du-cycle-de-vie-des-contrats-clm.md): Tout ce dont vous avez besoin pour gérer les contrats, du téléchargement au renouvellement — les capacités CLM de PandaDocautomatisent le travail sur les données afin que votre équipe puisse se con...
- [Importation massive de document vers PandaDoc](https://support.pandadoc.com/fr/articles/9714844-importation-massive-de-document-vers-pandadoc.md): L’importation en masse permet de télécharger plusieurs fichiers simultanément, ce qui simplifie la création de document et le stockage du document terminé dans PandaDoc
- [Extraction de données par IA pour le dépôt Contract](https://support.pandadoc.com/fr/articles/13376354-extraction-de-donnees-par-ia-pour-le-depot-contract.md)
- [Trouver et rapporter le document avec Recherche par IA](https://support.pandadoc.com/fr/articles/15805347-trouver-et-rapporter-le-document-avec-recherche-par-ia.md): Utilisez Recherche par IA pour trouver document par contenu, filtrez par données contractuelles extraites par IA, et créez des rapports personnalisés consulté.
- [Renouvellements d’accords \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/9714670-renouvellements-d-accords-nouvelle-experience.md): Suivez les renouvellements de contrats à venir et soyez informé avant qu’ils n’aient lieu — automatiquement ou en configuration manuelle.
- [Renouvellements de contrats \(expérience classique\)](https://support.pandadoc.com/fr/articles/15048447-renouvellements-de-contrats-experience-classique.md): Les notifications de renouvellement vous permettent de voir quels documents doivent bientôt être renouvelés dans votre liste de documents et de configurer l'envoi d'e-mails de notification de renou...
- [Rapports](https://support.pandadoc.com/fr/articles/9714828-rapports.md): Les rapports fournissent des informations sur les performances de l'équipe, le flux de travail, le document et le modèle, ce qui permet de prendre des décisions fondées sur des données.

### Devis & paiements

- [Catalogue de produits : tarifaire axé sur le volume](https://support.pandadoc.com/fr/articles/9714697-catalogue-de-produits-tarifaire-axe-sur-le-volume.md)
- [Catalogue des produits](https://support.pandadoc.com/fr/articles/9714691-catalogue-des-produits.md)
- [Importez et exportez votre catalogue via CSV](https://support.pandadoc.com/fr/articles/9714700-importez-et-exportez-votre-catalogue-via-csv.md)
- [Grille tarifaire. Ajoutez et réglez votre grille tarifaire](https://support.pandadoc.com/fr/articles/9714703-grille-tarifaire-ajoutez-et-reglez-votre-grille-tarifaire.md): Apprenez à personnaliser la grille tarifaire en PandaDoc: ajouter des produits, gérer les colonnes, appliquer des réductions et intégrer avec CRM.
- [Grille tarifaire. Réductions et taxes](https://support.pandadoc.com/fr/articles/9714706-grille-tarifaire-reductions-et-taxes.md): Vous pouvez afficher une remise sur les lignes et la taxe, ainsi que les remises totales et les taxes.
- [Grille tarifaire. Éléments optionnels et quantité modifiable](https://support.pandadoc.com/fr/articles/9714705-grille-tarifaire-elements-optionnels-et-quantite-modifiable.md): Activez les produits optionnels et les quantités modifiables dans PandaDoc. Assignez les champions au destinataire pour leur permettre de sélectionner des objets et d’ajuster la quantité.
- [Grille tarifaire est en cours de modernisation en Générateur de devis](https://support.pandadoc.com/fr/articles/14019817-grille-tarifaire-est-en-cours-de-modernisation-en-generateur-de-devis.md)
- [Ajoutez et mettez en place Générateur de devis](https://support.pandadoc.com/fr/articles/9714713-ajoutez-et-mettez-en-place-generateur-de-devis.md): Apprenez à rédiger des devis personnalisés et précis avec PandaDoc's Générateur de devis.
- [Bloc du générateur de devis. Travailler avec des bundles de produits](https://support.pandadoc.com/fr/articles/9714716-bloc-du-generateur-de-devis-travailler-avec-des-bundles-de-produits.md): Ajoutez, regroupez, modifiez et personnalisez facilement des produits dans Générateur de devis. Gérez les packs depuis le catalogue, ajustez les prix et définissez les options destinaires.
- [Approbation conditionnelle avec Générateur de devis](https://support.pandadoc.com/fr/articles/9714721-approbation-conditionnelle-avec-generateur-de-devis.md): Automatisez les approbations dans PandaDoc avec des approbations conditionnelles basées sur les valeurs du Générateur de devis.
- [Mappe les colonnes du Générateur de devis aux champions dans ta CRM](https://support.pandadoc.com/fr/articles/9714725-mappe-les-colonnes-du-generateur-de-devis-aux-champions-dans-ta-crm.md)
- [Bloc du générateur de devis. Activation des options destinateur](https://support.pandadoc.com/fr/articles/9714719-bloc-du-generateur-de-devis-activation-des-options-destinateur.md): Offrez à vos clients plus de choix en rendant les produits de votre devis optionnels et la quantité personnalisable.
- [Bloc du générateur de devis. Options de conception](https://support.pandadoc.com/fr/articles/9714720-bloc-du-generateur-de-devis-options-de-conception.md): Les options de design de Générateur de Devis vous permettent de créer une expérience plus engageante pour vos clients.
- [Expérience simplifiée de citation](https://support.pandadoc.com/fr/articles/11785475-experience-simplifiee-de-citation.md)
- [Citation en ligne — interactivité et raccourcis](https://support.pandadoc.com/fr/articles/14139985-citation-en-ligne-interactivite-et-raccourcis.md): Apprenez à naviguer et modifier votre devis en ligne plus rapidement grâce aux raccourcis clavier et aux commandes de souris.
- [Paiements fractionnés](https://support.pandadoc.com/fr/articles/9714750-paiements-fractionnes.md)
- [Comment mettre en place des frais récurrents dans PandaDoc](https://support.pandadoc.com/fr/articles/9714755-comment-mettre-en-place-des-frais-recurrents-dans-pandadoc.md)

### Signature électronique & Notaire

- [Signature électronique qualifiée dans PandaDoc : Présentation et exigences](https://support.pandadoc.com/fr/articles/9714775-signature-electronique-qualifiee-dans-pandadoc-presentation-et-exigences.md): Découvrez comment activer et envoyer des documents avec la signature électronique qualifiée \(QES\) de PandaDoc.
- [Signature électronique qualifiée \(QES\) : Guide de signature pour les destinataires de documents](https://support.pandadoc.com/fr/articles/11581359-signature-electronique-qualifiee-qes-guide-de-signature-pour-les-destinataires-de-documents.md): Guide étape par étape pour signer un document PandaDoc avec une signature électronique qualifiée et vérifier son identité.
- [Protéger les documents avec la vérification du destinataire](https://support.pandadoc.com/fr/articles/9714654-proteger-les-documents-avec-la-verification-du-destinataire.md)

### Négocier et collaborer

- [Salles dans PandaDoc : organiser et collaborer dans un espace sécurisé](https://support.pandadoc.com/fr/articles/9714807-salles-dans-pandadoc-organiser-et-collaborer-dans-un-espace-securise.md): Découvrez comment organiser des fichiers, collaborer avec des acheteurs et gérer les documents de transaction en un seul endroit

### Suivi et gestion des documents

- [Examen Analyses de documents](https://support.pandadoc.com/fr/articles/9714822-examen-analyses-de-documents.md): Les analyses de documents vous permettent de savoir quand et combien de temps votre destinataire a passé sur chaque page du site document.
- [Consulter Analyses de documents \(expérience classique\)](https://support.pandadoc.com/fr/articles/15030615-consulter-analyses-de-documents-experience-classique.md)
- [Réviser Piste d'audit pour document envoyé \(expérience classique\)](https://support.pandadoc.com/fr/articles/15030616-reviser-piste-d-audit-pour-document-envoye-experience-classique.md)
- [Détails du document](https://support.pandadoc.com/fr/articles/9714823-details-du-document.md): La section détails du document vous permet de prévisualiser les détails, de consulter des analyses destinatrices, de Piste d’audit et d’envoyer des rappels sans ouvrir le document.
- [Review Piste d'audit for envoyé document](https://support.pandadoc.com/fr/articles/9714819-review-piste-d-audit-for-envoye-document.md): Piste d'audit fournit un historique étape par étape des changements de statut de document.
- [Partager un document avec des collaborateurs \(expérience classique\)](https://support.pandadoc.com/fr/articles/15030613-partager-un-document-avec-des-collaborateurs-experience-classique.md)
- [Accueil](https://support.pandadoc.com/fr/articles/9714824-accueil.md): La section Accueil vous permet de suivre les dernières activités de votre document et d’identifier rapidement celles qui nécessitent une attention.
- [Modifier manuellement le statut du document](https://support.pandadoc.com/fr/articles/9714842-modifier-manuellement-le-statut-du-document.md): Mettez manuellement à jour PandaDoc document statut pour terminer, expirer, refuser ou payer pour les complétions ou paiements hors ligne.
- [Numérotation automatique des documents \(nouvelle expérience\)](https://support.pandadoc.com/fr/articles/9714839-numerotation-automatique-des-documents-nouvelle-experience.md): La numérotation automatique vous permet de définir une séquence et un numéro pour chaque nouveau document que vous créez.
- [Gérez vos documents, modèles et éléments de la bibliothèque de contenu](https://support.pandadoc.com/fr/articles/9714835-gerez-vos-documents-modeles-et-elements-de-la-bibliotheque-de-contenu.md): Découvrez comment gérer efficacement vos documents dans PandaDoc : filtrer, rechercher, organiser, télécharger et restaurer en toute facilité !
- [Comment puis-je annuler l’expiration de mon document ?](https://support.pandadoc.com/fr/articles/9714669-comment-puis-je-annuler-l-expiration-de-mon-document.md): Une fois qu’un document expire, son délai ne peut plus être prolongé. Les forfaits professionnels ou d’entreprise permettent jusqu’à 3650 jours. Éditer expiré docs pour réenvoyer.
- [Marquez un document comme refusé](https://support.pandadoc.com/fr/articles/9714845-marquez-un-document-comme-refuse.md): Vous pouvez déplacer un document au statut « refusé » si un client potentiel n’a pas signé la proposition et que la transaction est perdue.
- [Que devient le document d’un utilisateur supprimé ?](https://support.pandadoc.com/fr/articles/9714846-que-devient-le-document-d-un-utilisateur-supprime.md): Lorsque vous supprimez un utilisateur, il reste propriétaire du document qu’il a créé.
- [Partage document dossiers avec des collaborateurs ](https://support.pandadoc.com/fr/articles/9714804-partage-document-dossiers-avec-des-collaborateurs.md): Le partage de dossiers avec des collaborateurs permet d’accéder à plusieurs documents simultanément aux utilisateurs sans licence PandaDoc ni permissions inférieures.
- [Partager un document avec des collaborateurs](https://support.pandadoc.com/fr/articles/9714800-partager-un-document-avec-des-collaborateurs.md): Découvrez comment partager et gérer la collaboration sur document dans PandaDoc, notamment en invitant des utilisateurs externes et internes et en ajustant les autorisations.
- [Transférer la propriété d’un document à un autre utilisateur](https://support.pandadoc.com/fr/articles/9714843-transferer-la-propriete-d-un-document-a-un-autre-utilisateur.md)
- [Comment puis-je annuler ou annuler un document que j’ai déjà envoyé ?](https://support.pandadoc.com/fr/articles/9714685-comment-puis-je-annuler-ou-annuler-un-document-que-j-ai-deja-envoye.md): Une fois envoyé, le document ne peut pas être annulé mais peut être archivé, modifié ou marqué comme « expiré » dans PandaDoc pour bloquer l’accès destinaire.
- [Marquez le document comme payé](https://support.pandadoc.com/fr/articles/10637857-marquez-le-document-comme-paye.md): Comment marquer un document avec les demandes de paiement comme payé pour refléter le statut de paiement exact lorsque votre client paie en dehors du document.
- [Assistant IA PandaDoc](https://support.pandadoc.com/fr/articles/11100873-assistant-ia-pandadoc.md)
- [Numérotation automatique des documents \(expérience classique\)](https://support.pandadoc.com/fr/articles/15424426-numerotation-automatique-des-documents-experience-classique.md): La numérotation automatique vous permet de définir une séquence et un numéro pour chaque nouveau document que vous créez.

### Intégrations

- [Automatisations de Salesforce](https://support.pandadoc.com/fr/articles/9714990-automatisations-de-salesforce.md)
- [Salesforce : mappage des colonnes de la grille tarifaire avec les champs dans Salesforce](https://support.pandadoc.com/fr/articles/9714729-salesforce-mappage-des-colonnes-de-la-grille-tarifaire-avec-les-champs-dans-salesforce.md)
- [Salesforce Mappage des produits vers les grilles tarifaires et les sections de grille tarifaire](https://support.pandadoc.com/fr/articles/9714727-salesforce-mappage-des-produits-vers-les-grilles-tarifaires-et-les-sections-de-grille-tarifaire.md)
- [HubSpot CRM. Mappage des produits aux tableaux des prix et aux sections du tableau des prix](https://support.pandadoc.com/fr/articles/9714731-hubspot-crm-mappage-des-produits-aux-tableaux-des-prix-et-aux-sections-du-tableau-des-prix.md): La fusion des règles vous permet de facilement extraire les produits de votre offre HubSpot vers des sections du tableau des prix spécifiques et/ou des tableaux des prix spécifiques dans vos docume...
- [HubSpot CRM](https://support.pandadoc.com/fr/articles/9714877-hubspot-crm.md): L'intégration PandaDoc avec HubSpot permet le transfert de données entre HubSpot et PandaDoc, automatisant la création de documents.
- [Automatisations HubSpot](https://support.pandadoc.com/fr/articles/9714992-automatisations-hubspot.md)
- [Automatisations avec Pipedrive](https://support.pandadoc.com/fr/articles/9714994-automatisations-avec-pipedrive.md)
- [Automatisations Microsoft Dynamics](https://support.pandadoc.com/fr/articles/9714996-automatisations-microsoft-dynamics.md)
- [monday.com](https://support.pandadoc.com/fr/articles/9714891-monday-com.md): L'intégration de PandaDoc à monday.com vous permet de créer, suivre et voir facilement vos documents dans n'importe quel projet sur lequel vous travaillez.
- [Copper](https://support.pandadoc.com/fr/articles/9714911-copper.md): Cette intégration te permettra de créer, d'envoyer et de suivre des documents à partir d' opportunités, de personnes et d'objets de société depuis Copper.
- [Zoho CRM](https://support.pandadoc.com/fr/articles/9714903-zoho-crm.md)
- [Automatisations Zoho](https://support.pandadoc.com/fr/articles/9714999-automatisations-zoho.md)
- [Automatisations Zendesk Sell](https://support.pandadoc.com/fr/articles/9715000-automatisations-zendesk-sell.md)
- [Nimble](https://support.pandadoc.com/fr/articles/9714913-nimble.md)
- [Greenhouse](https://support.pandadoc.com/fr/articles/9714936-greenhouse.md)
- [Automatisations Greenhouse](https://support.pandadoc.com/fr/articles/9715001-automatisations-greenhouse.md)
- [BambooHR](https://support.pandadoc.com/fr/articles/9714937-bamboohr.md): L'intégration d'importation de données avec BambooHR vous permet de préremplir les documents PandaDoc avec des données de BambooHR pour les envoyer et les signer électroniquement facilement. Cette ...
- [Automatisations BambooHR](https://support.pandadoc.com/fr/articles/9715003-automatisations-bamboohr.md)
- [PayPal](https://support.pandadoc.com/fr/articles/9714952-paypal.md): Grâce à l'intégration de PayPal, vous pouvez demander un paiement directement depuis le document en utilisant l'application de paiement.
- [Authorize.net](https://support.pandadoc.com/fr/articles/9714953-authorize-net.md): Avec notre nouvelle intégration Authorize.net, vous pouvez demander des paiements uniques ou récurrents par carte de crédit à travers les documents PandaDoc.
- [Gmail](https://support.pandadoc.com/fr/articles/9714972-gmail.md): Grâce à notre intégration Gmail, tu peux signer plusieurs pièces jointes sans quitter ta boîte de réception Gmail.
- [Microsoft Teams](https://support.pandadoc.com/fr/articles/9714977-microsoft-teams.md)
- [NetSuite automatisations](https://support.pandadoc.com/fr/articles/9715004-netsuite-automatisations.md)

### Automatisations

- [Automatisations](https://support.pandadoc.com/fr/articles/9714985-automatisations.md): Les automatisations PandaDoc rationalisent les flux de travail en automatisant les actions sur les documents en fonction des changements de statut.
- [Zapier](https://support.pandadoc.com/fr/articles/9715006-zapier.md): Zapier vous aide à automatiser votre entreprise en connectant vos applications web à des déclencheurs et des actions.

### Admin Hub

- [Commencer](https://support.pandadoc.com/fr/articles/9714544-commencer.md): Créez et personnalisez des documents dans PandaDoc avec des mises en page flexibles, des options de conception et une intégration dynamique.
- [Les fondamentaux de PandaDoc](https://support.pandadoc.com/fr/articles/9714552-les-fondamentaux-de-pandadoc.md): Configurez votre profil PandaDoc, personnalisez l'image de marque, créez des modèles, ajoutez rôles/variables, design et tarifs.
- [Glossaire de PandaDoc](https://support.pandadoc.com/fr/articles/9714549-glossaire-de-pandadoc.md): Familiarisez avec la terminologie de PandaDoc pour mieux comprendre notre formation et le matériel du centre d'aide.
- [Accès au compte](https://support.pandadoc.com/fr/articles/9715011-acces-au-compte.md): Vous trouverez les instructions pour accéder à votre compte PandaDoc ici.
- [Authentification à deux facteurs \(2FA\)](https://support.pandadoc.com/fr/articles/9715012-authentification-a-deux-facteurs-2fa.md): Activez la 2FA sur PandaDoc pour une sécurité renforcée. Les codes de sauvegarde sont essentiels en cas de perte d'accès à l'appareil.
- [Espace de travail](https://support.pandadoc.com/fr/articles/9715019-espace-de-travail.md): Découvrez comment créer et gérer PandaDoc espace de travail pour la collaboration d'équipe, la distribution de contenu et les paramètres spécifiques à l'espace de travail.
- [Paramètres des e-mails](https://support.pandadoc.com/fr/articles/9715022-parametres-des-e-mails.md): Personnalisez votre image de marque en téléchargeant des logos, en changeant les couleurs des boutons et du texte et en définissant des pieds de page personnalisés pour les courriels.
- [\[Éditeur classique et Éditeur 2.0\] Importer des contacts dans PandaDoc à l'aide de Zapier](https://support.pandadoc.com/fr/articles/9715023-editeur-classique-et-editeur-2-0-importer-des-contacts-dans-pandadoc-a-l-aide-de-zapier.md): Notre nouveau modèle du Zap « Créer un contact » vous permet d'effectuer une importation groupée de vos contacts à partir d'une Google Sheet.
- [PandaDoc UE vs. US](https://support.pandadoc.com/fr/articles/9997637-pandadoc-ue-vs-us.md)
- [Comment contacter l’assistance PandaDoc](https://support.pandadoc.com/fr/articles/9715061-comment-contacter-l-assistance-pandadoc.md): Découvrez comment obtenir une assistance 24h/24 et 7j/7 de la part de notre équipe amicale et experte.
- [Politique de PandaDoc en matière d'IA](https://support.pandadoc.com/fr/articles/13794735-politique-de-pandadoc-en-matiere-d-ia.md)

### Troubleshooting

- [Dépannage de base du navigateur](https://support.pandadoc.com/fr/articles/9715066-depannage-de-base-du-navigateur.md): Apprenez à résoudre les problèmes liés au navigateur PandaDoc.

## Deutsch

### Neue Erfahrung

- [Neue Dokument- und Vorlagenfunktionen – was hat sich geändert?](https://support.pandadoc.com/de/articles/14729447-neue-dokument-und-vorlagenfunktionen-was-hat-sich-geandert.md): Sollte Ihr PandaDoc anders aussehen, erklärt Ihnen dieser Artikel, was sich geändert hat, wo Sie das bereits Bekannte wiederfinden und wie Sie gegebenenfalls wieder zum vorherigen Zustand zurückkeh...
- [Vorlage Workflow-Builder und geführte Dokumenterstellung — vollständiger Leitfaden](https://support.pandadoc.com/de/articles/12108203-vorlage-workflow-builder-und-gefuhrte-dokumenterstellung-vollstandiger-leitfaden.md): Vollständige Dokumentation für den neuen Vorlage Workflow Builder und den Dokumentationserstellungs-Guide-Flow – Einrichtung, Konfiguration und Einschränkungen.
- [Neuer PandaDoc-Editor](https://support.pandadoc.com/de/articles/12680681-neuer-pandadoc-editor.md): Erfahren Sie mehr über die Neuerungen im überarbeiteten PandaDoc Editor – für ein schnelleres, übersichtlicheres und intuitiveres Bearbeitungserlebnis.
- [Sparen Sie Zeit mit einer wiederverwendbaren Vorlage \(neue Erfahrung\)](https://support.pandadoc.com/de/articles/9714616-sparen-sie-zeit-mit-einer-wiederverwendbaren-vorlage-neue-erfahrung.md): Erstellen und wiederverwenden Sie Vorlagen, um Zeit zu sparen, indem Sie die Dokumentenerstellung in PandaDoc automatisieren.
- [Ein Dokument erstellen \(neues Erlebnis\)](https://support.pandadoc.com/de/articles/11197006-ein-dokument-erstellen-neues-erlebnis.md): Erfahren Sie, wie Sie in PandaDoc ein Dokument erstellen – vom Hochladen einer Datei über die Verwendung einer Vorlage bis hin zum Versenden durch den geführten Workflow.
- [Zahlungen mit PandaDoc einziehen](https://support.pandadoc.com/de/articles/9714741-zahlungen-mit-pandadoc-einziehen.md)
- [Schritt Einzelheiten des Dokuments ausfüllen](https://support.pandadoc.com/de/articles/12115828-schritt-einzelheiten-des-dokuments-ausfullen.md): Lernen Sie den Schritt "Einzelheiten des Dokuments ausfüllen" kennen – eine neue Möglichkeit, Ihre Vorlage als öffentliches Formular zu teilen

### Erstellen von Dokumenten, Vorlagen, Inhaltsbibliothekselementen und Formularen

- [Bildbibliothek](https://support.pandadoc.com/de/articles/9714639-bildbibliothek.md)
- [Präsentationsmodus](https://support.pandadoc.com/de/articles/9714818-prasentationsmodus.md): Der Präsentationsmodus ermöglicht es Ihnen, Ihre Dokumente auf einfache und reibungslose Weise Kollegen und Kunden vorzuführen.
- [Content-Builder-Blöcke \(neue Benutzeroberfläche\)](https://support.pandadoc.com/de/articles/9714573-content-builder-blocke-neue-benutzeroberflache.md): Erfahren Sie, wie Sie Content-Blöcke in PandaDoc -Vorlagen und -Dokumenten verwalten, organisieren und anpassen.
- [Intelligenter Inhaltsblock. Bedingte Inhalte](https://support.pandadoc.com/de/articles/9714634-intelligenter-inhaltsblock-bedingte-inhalte.md): Erfahren Sie, wie Sie intelligente Inhaltsblöcke in PandaDoc einrichten: Nutzen Sie bedingte Inhalte, um die Dokumentenerstellung anhand von Variablen oder Preistabellen zu automatisieren
- [Bearbeitung von Inhaltsblöcken einschränken \(neue Benutzeroberfläche\)](https://support.pandadoc.com/de/articles/9714578-bearbeitung-von-inhaltsblocken-einschranken-neue-benutzeroberflache.md): Sperren Sie den Content-Block in PandaDoc Vorlage, um Bearbeitungen einzuschränken. Nur Administratoren/Manager können die Entsperrung durchführen.
- [Felder \(neue Benutzererfahrung\)](https://support.pandadoc.com/de/articles/9714583-felder-neue-benutzererfahrung.md): Erfahren Sie, wie Sie mit ausfüllbaren Feldern in PandaDoc Kundendaten wie Namen, Adressen und Daten erfassen.
- [Feld: Dateien sammeln](https://support.pandadoc.com/de/articles/9714591-feld-dateien-sammeln.md): Das Feld Dateien sammeln ermöglicht Ihren Empfängern das einfache Hochladen von Dateien in Ihrem Dokument.
- [Bedingte Felder ](https://support.pandadoc.com/de/articles/9714593-bedingte-felder.md)
- [Validierung von Textfeldern](https://support.pandadoc.com/de/articles/9714595-validierung-von-textfeldern.md)
- [Variables \(neue Benutzererfahrung\)](https://support.pandadoc.com/de/articles/9714599-variables-neue-benutzererfahrung.md): Verwenden Sie Variablen, um Zeit zu sparen, indem Informationen, die in Ihren Dokumenten häufig vorkommen, automatisch einfügt werden.
- [Dokumentengestaltung](https://support.pandadoc.com/de/articles/9714603-dokumentengestaltung.md): Erfahren Sie, wie Sie mit Hilfe der Designoptionen Text formatieren, Seitenlayouts anpassen und Tabellen und Bilder in Ihrem PandaDoc -Dokument individualisieren können.
- [Vorlagenrollen](https://support.pandadoc.com/de/articles/9714620-vorlagenrollen.md)
- [Ein Dokument erstellen](https://support.pandadoc.com/de/articles/9714623-ein-dokument-erstellen.md): Dokumente hochladen oder neu erstellen bzw. aus der Cloud importieren. Unterstützte Dateiformate: .pdf, .png, .jpg, .jpeg
- [Dateien an Ihr Dokument anhängen](https://support.pandadoc.com/de/articles/9714681-dateien-an-ihr-dokument-anhangen.md): Mit der Anhänge-App können Sie herunterladbare Dateien an Ihr Dokument anhängen, falls Sie diese nicht im Dokumenttext einfügen möchten.
- [Content-Bibliothek](https://support.pandadoc.com/de/articles/9714631-content-bibliothek.md): Speichere häufig genutzte Inhalte in deiner Bibliothek und nutze sie einfach wieder, damit du sie nicht jedes Mal neu erstellen musst.
- [Sammeln von Unterschriften mit Formularen](https://support.pandadoc.com/de/articles/9714780-sammeln-von-unterschriften-mit-formularen.md): Dieser Artikel behandelt, wie Kunden Formulare ausfüllen und was danach passiert.

### Dokumente verschicken

- [Hinzufügen und Verwalten von Empfängern](https://support.pandadoc.com/de/articles/9714650-hinzufugen-und-verwalten-von-empfangern.md)
- [Signatur-Reihenfolge](https://support.pandadoc.com/de/articles/9714771-signatur-reihenfolge.md): Die Reihenfolge der Unterschriften stellt sicher, dass Dokumente nacheinander signiert werden.
- [Identitätsprüfung](https://support.pandadoc.com/de/articles/9997596-identitatsprufung.md): Die Identitätsprüfung verifiziert Empfängeridentitäten anhand von amtlichen Ausweisen. Kann vor dem Öffnen oder Signieren des Dokuments in PandaDoc eingerichtet werden.
- [Auto-Erinnerungen \(klassisches Erlebnis\)](https://support.pandadoc.com/de/articles/15030611-auto-erinnerungen-klassisches-erlebnis.md)
- [Automatischer Ablauf](https://support.pandadoc.com/de/articles/9714665-automatischer-ablauf.md): Die automatische Ablaufzeit lässt Dokumente automatisch ablaufen, wenn sie nicht innerhalb einer festgelegten Zeit abgeschlossen werden.
- [Automatische Erinnerungen](https://support.pandadoc.com/de/articles/9714663-automatische-erinnerungen.md): Mit Auto-Erinnerungen können Sie automatische E-Mails an Unterzeichner senden, die das Dokument noch nicht abgeschlossen haben.
- [Es wird automatisch ein PDF eines abgeschlossenen Dokuments gesendet](https://support.pandadoc.com/de/articles/9714671-es-wird-automatisch-ein-pdf-eines-abgeschlossenen-dokuments-gesendet.md): Wenn die Option „PDFs nach Abschluss automatisch senden“ aktiviert ist, erhalten alle Teilnehmer nach Fertigstellung eine E-Mail mit einer PDF-Datei des fertigen Dokuments.
- [Weiterleitung von Empfängern nach Fertigstellung des Dokuments](https://support.pandadoc.com/de/articles/9714647-weiterleitung-von-empfangern-nach-fertigstellung-des-dokuments.md)
- [Genehmigungsworkflow](https://support.pandadoc.com/de/articles/9714799-genehmigungsworkflow.md): Erfahren Sie, wie Sie automatisierte Genehmigungsworkflows in PandaDoc einrichten.
- [Passen Sie Ihr Branding in PandaDoc an.](https://support.pandadoc.com/de/articles/11704695-passen-sie-ihr-branding-in-pandadoc-an.md)
- [Dokumente in großen Mengen versenden](https://support.pandadoc.com/de/articles/9714678-dokumente-in-grossen-mengen-versenden.md): Versenden Sie Dokumente in großen Mengen an mehrere Empfänger mit individuellen Kopien. Verfügbar in den Tarifen „Business“ und „Enterprise“ mit einem Volumenpaket-Add-on.
- [Persönliches Unterzeichnen](https://support.pandadoc.com/de/articles/9714778-personliches-unterzeichnen.md)
- [PandaDoc unterschreiben - Leitfaden für den Empfänger](https://support.pandadoc.com/de/articles/9714786-pandadoc-unterschreiben-leitfaden-fur-den-empfanger.md)
- [Ein Dokument ablehnen – Kundenperspektive](https://support.pandadoc.com/de/articles/9714662-ein-dokument-ablehnen-kundenperspektive.md)
- [Signatur-Zertifikat des abgeschlossen Dokument](https://support.pandadoc.com/de/articles/9714781-signatur-zertifikat-des-abgeschlossen-dokument.md): Verfolgen Sie die Unterschrift des Dokuments mit einem Signatur-Zertifikat, wobei Unterzeichner, Zeitstempel und IP-Adressen auf der letzten Seite des PDFs angegeben werden.
- [Weiterleitung von Dokumenten und Unterschriften](https://support.pandadoc.com/de/articles/9714774-weiterleitung-von-dokumenten-und-unterschriften.md): Aktivieren Sie die Weiterleitung von Dokumenten und Unterschriften, damit Empfänger Dokumente zur Überprüfung oder Unterzeichnung an andere weitergeben können.

### Contract Lifecycle Management 

- [Überblick über das Contract Lifecycle Management \(CLM\)](https://support.pandadoc.com/de/articles/15419844-uberblick-uber-das-contract-lifecycle-management-clm.md): Alles, was Sie benötigen, um Verträge vom Upload bis zur Verlängerung zu verwalten – PandaDocCLM-Funktionen automatisieren die Datenarbeit, damit Ihr Team sich auf den Deal konzentrieren kann.
- [Dokument in großen Mengen importieren nach PandaDoc](https://support.pandadoc.com/de/articles/9714844-dokument-in-grossen-mengen-importieren-nach-pandadoc.md): Der Massenimport ermöglicht es, mehrere Dateien gleichzeitig hochzuladen, was die Erstellung von Dokumenter vereinfacht und abgeschlossenes Dokument in PandaDoc
- [KI-Datenextraktion für das Vertragsarchiv](https://support.pandadoc.com/de/articles/13376354-ki-datenextraktion-fur-das-vertragsarchiv.md)
- [Finde und berichte auf Dokument mit KI-Suche](https://support.pandadoc.com/de/articles/15805347-finde-und-berichte-auf-dokument-mit-ki-suche.md): Verwenden Sie KI-Suche, um Dokument nach Inhalt zu finden, filtern Sie nach KI-extrahierten Vertragsdaten und erstellen Sie individuelle Reporting angesehen.
- [Vertragsverlängerungen \(neue Erfahrung\)](https://support.pandadoc.com/de/articles/9714670-vertragsverlangerungen-neue-erfahrung.md): Verfolgen Sie bevorstehende Vertragsverlängerungen und lassen Sie sich benachrichtigen, bevor sie stattfinden – entweder automatisch oder manuell.
- [Vertragsverlängerungen \(klassische Erfahrung\)](https://support.pandadoc.com/de/articles/15048447-vertragsverlangerungen-klassische-erfahrung.md): Mit Verlängerungsbenachrichtigungen können Sie in Ihrer Dokumentenliste sehen, welche Dokumente bald verlängert werden müssen, und E-Mail-Benachrichtigungen für Verlängerungen einrichten.
- [Berichterstattung](https://support.pandadoc.com/de/articles/9714828-berichterstattung.md): Das Reporting liefert Einblicke in die Teamleistung, den Workflow, Dokumente und Vorlagen und ermöglicht so datengestützte Entscheidungen.

### Kostenvoranschlag & Zahlungen

- [Produktkatalog: Volumenbasierte Preise](https://support.pandadoc.com/de/articles/9714697-produktkatalog-volumenbasierte-preise.md)
- [Produktkatalog](https://support.pandadoc.com/de/articles/9714691-produktkatalog.md)
- [Importieren und exportieren Sie Ihren Katalog per CSV](https://support.pandadoc.com/de/articles/9714700-importieren-und-exportieren-sie-ihren-katalog-per-csv.md)
- [Preistabelle. Füge deine Preistabelle hinzu und setze sie](https://support.pandadoc.com/de/articles/9714703-preistabelle-fuge-deine-preistabelle-hinzu-und-setze-sie.md): Lerne, die Preistabelle in PandaDocanzupassen: Produkte hinzufügen, Spalten verwalten, Rabatte angeben und mit CRMintegrieren.
- [Preistabelle. Rabatte und Steuern](https://support.pandadoc.com/de/articles/9714706-preistabelle-rabatte-und-steuern.md): Sie können eine Zeile, einen Rabatt und eine Steuer sowie Gesamtrabatte und Steuern zeigen.
- [Preistabelle. Optionale Elemente und editierbare Menge](https://support.pandadoc.com/de/articles/9714705-preistabelle-optionale-elemente-und-editierbare-menge.md): Optionale Produkte und bearbeitbare Mengen in PandaDoc aktivieren. Weist Feld dem Empfänger zu, damit dieser Artikel auswählen und die Menge anpassen kann.
- [Die Preistabelle werden zu Angebotsersteller aufgewertet](https://support.pandadoc.com/de/articles/14019817-die-preistabelle-werden-zu-angebotsersteller-aufgewertet.md)
- [Angebotsersteller hinzufügen und einrichten](https://support.pandadoc.com/de/articles/9714713-angebotsersteller-hinzufugen-und-einrichten.md): Erfahren Sie, wie Sie individuelle, genaue Angebote mit PandaDocAngebotsersteller erstellen.
- [Angebotsersteller Block. Arbeit mit Produktbündeln](https://support.pandadoc.com/de/articles/9714716-angebotsersteller-block-arbeit-mit-produktbundeln.md): Fügen Sie Produkte einfach hinzu, bündeln, bearbeiten und anpassen Sie Produkte in Angebotsersteller. Verwalten Sie Bundles aus Katalog, passen Sie die Preise an und setzen Sie Empfängeroptionen ein.
- [Bedingte Genehmigungen mit Angebotsersteller](https://support.pandadoc.com/de/articles/9714721-bedingte-genehmigungen-mit-angebotsersteller.md): Automatisiere Genehmigungen in PandaDoc mit bedingten Genehmigungen basierend auf Angebotsersteller-Werten.
- [Kartiere die Angebotsersteller-Spalten in deinem CRM](https://support.pandadoc.com/de/articles/9714725-kartiere-die-angebotsersteller-spalten-in-deinem-crm.md)
- [Angebotsersteller Block. Empfänger-Optionen aktivieren](https://support.pandadoc.com/de/articles/9714719-angebotsersteller-block-empfanger-optionen-aktivieren.md): Geben Sie Ihren Kunden mehr Auswahlmöglichkeiten, indem Sie die Produkte in Ihrem Angebot optional und die Produktmenge anpassbar machen.
- [Angebotsersteller Block. Designoptionen](https://support.pandadoc.com/de/articles/9714720-angebotsersteller-block-designoptionen.md): Die Designoptionen von Angebotsersteller ermöglichen es Ihnen, ein ansprechenderes Erlebnis für Ihre Kunden zu gestalten.
- [Erfahrung mit vereinfachten Zitaten](https://support.pandadoc.com/de/articles/11785475-erfahrung-mit-vereinfachten-zitaten.md)
- [Inline-Zitat — Interaktivität und Abkürzungen](https://support.pandadoc.com/de/articles/14139985-inline-zitat-interaktivitat-und-abkurzungen.md): Lerne, wie du schneller navigieren und dein Inline-Zitat mit Tastenkombinationen und Maussteuerungen bearbeitest.
- [Ratenzahlungen](https://support.pandadoc.com/de/articles/9714750-ratenzahlungen.md)
- [So richten Sie wiederkehrende Gebühren in PandaDoc ein](https://support.pandadoc.com/de/articles/9714755-so-richten-sie-wiederkehrende-gebuhren-in-pandadoc-ein.md)

### Elektronische Signatur & Notar

- [Qualifizierte E-Signatur in PandaDoc: Überblick und Anforderungen](https://support.pandadoc.com/de/articles/9714775-qualifizierte-e-signatur-in-pandadoc-uberblick-und-anforderungen.md): Erfahren Sie, wie Sie Dokumente mit qualifizierter E-Signatur \(QES\) von PandaDoc versenden, inkl. Reihenfolge der Unterschriften.
- [Qualifizierte elektronische Signatur \(QES\): Signaturleitfaden für Dokumentempfänger](https://support.pandadoc.com/de/articles/11581359-qualifizierte-elektronische-signatur-qes-signaturleitfaden-fur-dokumentempfanger.md): Schritt-für-Schritt-Anleitung für Empfänger zum Signieren eines PandaDoc Dokuments mit QES und zur Identitätsprüfung.
- [Schützen Sie Dokumente mit Empfängerverifizierung](https://support.pandadoc.com/de/articles/9714654-schutzen-sie-dokumente-mit-empfangerverifizierung.md)

### Verhandeln & zusammenarbeiten

- [Räume in PandaDoc: Organisieren und Zusammenarbeiten in einem sicheren Raum](https://support.pandadoc.com/de/articles/9714807-raume-in-pandadoc-organisieren-und-zusammenarbeiten-in-einem-sicheren-raum.md): Erfahren Sie, wie Sie Dateien sicher organisieren, mit Käufern zusammenarbeiten und Vertragsdokumente an einem Ort verwalten können.

### Nachverfolgung & Verwaltung von Dokumenten

- [Dokumentenanalyse prüfen](https://support.pandadoc.com/de/articles/9714822-dokumentenanalyse-prufen.md): Die Dokumentenanalyse ist eine Möglichkeit, Ihnen dabei zu helfen, nachzuverfolgen, wann und wie viel Zeit Ihr Empfänger auf jeder Seite des Dokuments verbracht hat.
- [Dokumentenanalyse überprüfen \(klassische Erfahrung\)](https://support.pandadoc.com/de/articles/15030615-dokumentenanalyse-uberprufen-klassische-erfahrung.md)
- [Prüfprotokoll für gesendetes Dokument einsehen \(klassische Ansicht\)](https://support.pandadoc.com/de/articles/15030616-prufprotokoll-fur-gesendetes-dokument-einsehen-klassische-ansicht.md)
- [Dokument Details](https://support.pandadoc.com/de/articles/9714823-dokument-details.md): Der Abschnitt Dokument Details ermöglicht es Ihnen, Details vorzusehen, Empfänger-Analysen zu prüfen, Audit Trails zu prüfen und Erinnerungen zu senden, ohne das Dokument zu öffnen.
- [Überprüfen Sie den Audit Trail für gesendete Dokumente](https://support.pandadoc.com/de/articles/9714819-uberprufen-sie-den-audit-trail-fur-gesendete-dokumente.md): Der Audit-Trail bietet eine schrittweise Historie der Dokumentstatusänderungen.
- [Teilen von Dokument mit Kooperationspartnern \(klassische Erfahrung\)](https://support.pandadoc.com/de/articles/15030613-teilen-von-dokument-mit-kooperationspartnern-klassische-erfahrung.md)
- [Home](https://support.pandadoc.com/de/articles/9714824-home.md): Der Home-Bereich ermöglicht es Ihnen, die letzte Aktivität Ihres Dokuments zu verfolgen und schnell alle zu identifizieren, die Aufmerksamkeit benötigen.
- [Manuelle Änderung des Aktenstatus](https://support.pandadoc.com/de/articles/9714842-manuelle-anderung-des-aktenstatus.md): Aktualisieren Sie PandaDoc Dokument manuell auf abgeschlossen, abgelaufen, abgelehnt oder bezahlt für Offline-Abschlüsse oder Zahlungen.
- [Dokument Auto-Nummerierung \(neue Erfahrung\)](https://support.pandadoc.com/de/articles/9714839-dokument-auto-nummerierung-neue-erfahrung.md): Die automatische Nummerierung ermöglicht es Ihnen, für jedes neue Dokument, das Sie erstellen, eine Reihenfolge und eine Zahl festzulegen.
- [Verwalten Sie Ihre Dokumente, Vorlagen und Inhaltsbibliothekselemente](https://support.pandadoc.com/de/articles/9714835-verwalten-sie-ihre-dokumente-vorlagen-und-inhaltsbibliothekselemente.md): Erfahren Sie, wie Sie Ihre Dokumente in PandaDoc effizient verwalten: filtern, suchen, organisieren, herunterladen und einfach wiederherstellen!
- [Wie kann ich mein Dokument wieder ablaufen lassen?](https://support.pandadoc.com/de/articles/9714669-wie-kann-ich-mein-dokument-wieder-ablaufen-lassen.md): Sobald ein Dokument abgelaufen ist, kann seine Laufzeit nicht verlängert werden. Business oder Enterprise Paket erlauben bis zu 3650 Tage. Bearbeitung abgelaufen Dokumente zum erneuten Senden.
- [Markiere ein Dokument als abgelehnt](https://support.pandadoc.com/de/articles/9714845-markiere-ein-dokument-als-abgelehnt.md): Du kannst ein Dokument in den Status "abgelehnt" versetzen, wenn ein potenzieller Kunde den Kostenvoranschlag nicht unterschrieben hat und der Deal verloren geht.
- [Was passiert mit dem Dokument eines gelöschten Nutzers?](https://support.pandadoc.com/de/articles/9714846-was-passiert-mit-dem-dokument-eines-geloschten-nutzers.md): Wenn du einen Benutzer löschst, bleibt er Eigentümer des erstellten Dokuments.
- [Teilen von Dokument-Ordnern mit Kooperationspartnern ](https://support.pandadoc.com/de/articles/9714804-teilen-von-dokument-ordnern-mit-kooperationspartnern.md): Das Teilen von Ordnern mit Kollaborateuren gewährt Benutzern ohne PandaDoc Lizenz oder niedrigere Berechtigungen gleichzeitig Zugriff auf mehrere Dokumente.
- [Dokument mit Mitarbeitern teilen](https://support.pandadoc.com/de/articles/9714800-dokument-mit-mitarbeitern-teilen.md): Erfahren Sie, wie Sie die Zusammenarbeit an Dokumenten in PandaDoc teilen und verwalten können, einschließlich des Einladens externer und interner Benutzer und der Anpassung von Berechtigungen.
- [Übertragung des Dokument-Eigentums auf einen anderen Nutzer](https://support.pandadoc.com/de/articles/9714843-ubertragung-des-dokument-eigentums-auf-einen-anderen-nutzer.md)
- [Wie kann ich ein bereits gesendetes Dokument kündigen oder ungültig machen?](https://support.pandadoc.com/de/articles/9714685-wie-kann-ich-ein-bereits-gesendetes-dokument-kundigen-oder-ungultig-machen.md): Nach dem Versand kann Dokument nicht mehr storniert werden, sondern kann archiviert, bearbeitet oder als "abgelaufen" markiert werden, PandaDoc den Zugriff des Empfängers zu blockieren.
- [Mark Dokument as bezahlt](https://support.pandadoc.com/de/articles/10637857-mark-dokument-as-bezahlt.md): Wie man Dokument mit Zahlungsanfragen als bezahlt kennzeichnet, um den korrekten Zahlungsstatus widerzuspiegeln, wenn Ihr Kunde außerhalb des Dokuments bezahlt hat.
- [PandaDoc KI-Assistent](https://support.pandadoc.com/de/articles/11100873-pandadoc-ki-assistent.md)
- [Dokument Auto-Nummerierung \(klassisches Erlebnis\)](https://support.pandadoc.com/de/articles/15424426-dokument-auto-nummerierung-klassisches-erlebnis.md): Die automatische Nummerierung ermöglicht es Ihnen, für jedes neue Dokument, das Sie erstellen, eine Reihenfolge und eine Zahl festzulegen.

### Integrationen

- [Salesforce: Zuordnen von Preistabellenspalten zu Feldern in Salesforce](https://support.pandadoc.com/de/articles/9714729-salesforce-zuordnen-von-preistabellenspalten-zu-feldern-in-salesforce.md)
- [HubSpot CRM](https://support.pandadoc.com/de/articles/9714877-hubspot-crm.md): Die PandaDoc-Integration mit HubSpot ermöglicht Datentransfer zwischen HubSpot und PandaDoc und automatisiert die Dokumenterstellung.
- [monday.com](https://support.pandadoc.com/de/articles/9714891-monday-com.md): Die Integration von PandaDoc mit monday.com ermöglicht es Ihnen, Ihre Dokumente in jedem Projekt, an dem Sie arbeiten, einfach zu erstellen, zu verfolgen und anzuzeigen.
- [Copper](https://support.pandadoc.com/de/articles/9714911-copper.md): Diese Integration ermöglicht es Ihnen, Dokumente aus Verkaufschancen, Personen und Unternehmensobjekten von Copper aus zu erstellen, zu versenden und zu verfolgen.
- [Zoho CRM](https://support.pandadoc.com/de/articles/9714903-zoho-crm.md)
- [Nimble](https://support.pandadoc.com/de/articles/9714913-nimble.md)
- [Greenhouse](https://support.pandadoc.com/de/articles/9714936-greenhouse.md)
- [BambooHR](https://support.pandadoc.com/de/articles/9714937-bamboohr.md): Die Datenimport-Integration mit BambooHR ermöglicht es Ihnen, die Dokumente von PandaDoc mit Daten von BambooHR zu füllen, um sie einfach zu versenden und zu signieren. Diese Integration funktionie...
- [PayPal](https://support.pandadoc.com/de/articles/9714952-paypal.md): Mit unserer PayPal Integration können Sie eine Zahlung direkt aus dem Dokument heraus über die Zahlungs-App anfordern.
- [Gmail](https://support.pandadoc.com/de/articles/9714972-gmail.md): Mit unserer Gmail-Integration können Sie mehrere Anhänge signieren, ohne Ihren Gmail Posteingang zu verlassen.
- [Microsoft Teams](https://support.pandadoc.com/de/articles/9714977-microsoft-teams.md)

### Automatisierungen

- [Automatisierungen](https://support.pandadoc.com/de/articles/9714985-automatisierungen.md): PandaDoc-Automatisierungen optimieren Workflows, indem sie Dokumentaktionen basierend auf Statusänderungen automatisieren.
- [Zapier](https://support.pandadoc.com/de/articles/9715006-zapier.md): Zapier hilft Ihnen, Ihr Unternehmen zu automatisieren, indem es Ihre Webanwendungen mit Triggern und Aktionen verbindet.

### Admin Hub

- [Erste Schritte](https://support.pandadoc.com/de/articles/9714544-erste-schritte.md): Erstellen und personalisieren Sie Dokumente in PandaDoc mit flexiblen Layouts, Zusammenarbeit in Echtzeit und dynamischer Daten-Integration.
- [PandaDoc Grundlagen](https://support.pandadoc.com/de/articles/9714552-pandadoc-grundlagen.md): Richten Sie Ihr PandaDoc-Profil ein, passen Sie das Branding an, erstellen Sie Vorlagen, fügen Sie Rollen/Variablen, Design und Preise hinzu
- [PandaDoc-Glossar](https://support.pandadoc.com/de/articles/9714549-pandadoc-glossar.md): Machen Sie sich mit der PandaDoc-Terminologie vertraut, um unsere Schulungs- und Help-Center-Materialien besser zu verstehen.
- [Zwei-Faktor-Authentifizierung \(2FA\)](https://support.pandadoc.com/de/articles/9715012-zwei-faktor-authentifizierung-2fa.md): Aktivieren Sie die 2FA bei PandaDoc für zusätzliche Sicherheit. Backup-Codes helfen, wenn Sie keinen Zugriff mehr auf Ihr Gerät haben.
- [Workspace](https://support.pandadoc.com/de/articles/9715019-workspace.md): Erfahren Sie, wie Sie PandaDoc Workspace für die Teamzusammenarbeit, die Inhaltsverteilung und Workspace-spezifische Einstellungen erstellen und verwalten.
- [E-Mail-Einstellungen](https://support.pandadoc.com/de/articles/9715022-e-mail-einstellungen.md): Passen Sie Ihr Branding individuell an, indem Sie Logos hochladen, Schaltflächen- und Textfarben ändern und benutzerdefinierte E-Mail-Fußzeilen festlegen.
- [\[Classic Editor und Editor 2.0\] Importieren Sie Kontakte in PandaDoc mit Zapier](https://support.pandadoc.com/de/articles/9715023-classic-editor-und-editor-2-0-importieren-sie-kontakte-in-pandadoc-mit-zapier.md): Unsere neue Zap-Vorlage „Kontakt erstellen“ ermöglicht Ihnen den Massenimport von Kontakten aus einem Google-Formular.
- [PandaDoc Europa und USA im Vergleich](https://support.pandadoc.com/de/articles/9997637-pandadoc-europa-und-usa-im-vergleich.md)
- [So kontaktieren Sie den PandaDoc Support](https://support.pandadoc.com/de/articles/9715061-so-kontaktieren-sie-den-pandadoc-support.md): Erfahren Sie, wie Sie 24/7-Support von unserem freundlichen Expertenteam erhalten.
- [PandaDoc KI-Richtlinie](https://support.pandadoc.com/de/articles/13794735-pandadoc-ki-richtlinie.md)

### Troubleshooting

- [Grundlegende Browser-Fehlerbehebung](https://support.pandadoc.com/de/articles/9715066-grundlegende-browser-fehlerbehebung.md): Erfahren Sie, wie Sie browserbezogene Probleme mit PandaDoc beheben können.

## Português

### Primeiros passos

- [](https://support.pandadoc.com/pt/articles/12680681.md)
- [Poupe tempo com um modelo reutilizável](https://support.pandadoc.com/pt/articles/9714616-poupe-tempo-com-um-modelo-reutilizavel.md): Crie e reutilize modelos para poupar tempo, automatizando a criação de documentos no PandaDoc.

### Criar documentos, modelos, itens da biblioteca de conteúdos e formulários

- [Biblioteca de conteúdos](https://support.pandadoc.com/pt/articles/9714631-biblioteca-de-conteudos.md)

### Assinatura eletrónica & Notário

- [Assinatura eletrônica qualificada no PandaDoc: Visão geral e requisitos](https://support.pandadoc.com/pt/articles/9714775-assinatura-eletronica-qualificada-no-pandadoc-visao-geral-e-requisitos.md): Aprenda como habilitar e enviar documentos com a assinatura eletrônica qualificada \(QES\) do PandaDoc, incluindo limitações e preços.

## Español

### Nueva experiencia

- [Nueva experiencia con documentos y plantillas: qué ha cambiado](https://support.pandadoc.com/es/articles/14729447-nueva-experiencia-con-documentos-y-plantillas-que-ha-cambiado.md): Si tu PandaDoc tiene un aspecto diferente, este artículo explica qué ha cambiado, dónde encontrar lo que ya conoces y cómo volver a cambiarlo si es necesario.
- [Plantilla Flujo de Trabajo Builder y Guía Creación de Documento — Guía completa](https://support.pandadoc.com/es/articles/12108203-plantilla-flujo-de-trabajo-builder-y-guia-creacion-de-documento-guia-completa.md): Documentación completa para el nuevo constructor de plantillas flujo de trabajo y creación de documentos guiado flujo — configuración, configuración y limitaciones.
- [Nuevo editor de PandaDoc](https://support.pandadoc.com/es/articles/12680681-nuevo-editor-de-pandadoc.md): Conoce las novedades del rediseñado editor de PandaDoc: una experiencia de edición más rápida, limpia e intuitiva.
- [Ahorra tiempo con una plantilla reutilizable \(nueva experiencia\)](https://support.pandadoc.com/es/articles/9714616-ahorra-tiempo-con-una-plantilla-reutilizable-nueva-experiencia.md): Crea y reutiliza plantillas para ahorrar tiempo automatizando la creación de documentos en PandaDoc.
- [Crear un documento \(nueva experiencia\)](https://support.pandadoc.com/es/articles/11197006-crear-un-documento-nueva-experiencia.md): Aprende a crear un documento en PandaDoc, desde subir un archivo hasta usar una plantilla y enviarlo por el flujo guiado.
- [Cómo cobrar pagos con PandaDoc](https://support.pandadoc.com/es/articles/9714741-como-cobrar-pagos-con-pandadoc.md)
- [Paso de rellenar los detalles del documento](https://support.pandadoc.com/es/articles/12115828-paso-de-rellenar-los-detalles-del-documento.md): Cumple con el paso de Rellenar los detalles del documento — una nueva forma de compartir tu plantilla como formulario público

### Creación de documentos, plantillas, elementos de la biblioteca de contenidos y formularios

- [Biblioteca de imágenes](https://support.pandadoc.com/es/articles/9714639-biblioteca-de-imagenes.md)
- [Modo de presentación](https://support.pandadoc.com/es/articles/9714818-modo-de-presentacion.md): El modo de presentación te permite hacer una demostración de tus documentos a colegas y clientes de forma fluida y sencilla.
- [Bloqueos de construcción de contenido \(nueva experiencia\)](https://support.pandadoc.com/es/articles/9714573-bloqueos-de-construccion-de-contenido-nueva-experiencia.md): Aprende a gestionar, organizar y personalizar bloque de contenido en PandaDoc plantilla y documento.
- [Bloque de contenido inteligente. Contenido condicional](https://support.pandadoc.com/es/articles/9714634-bloque-de-contenido-inteligente-contenido-condicional.md): Aprende a configurar bloque de contenido inteligente en PandaDoc: utiliza contenido condicional para automatizar la creación de documentos basada en variables o tabla de precios
- [Restringir la edición del bloque de contenido \(nueva experiencia\)](https://support.pandadoc.com/es/articles/9714578-restringir-la-edicion-del-bloque-de-contenido-nueva-experiencia.md): Lock bloque de contenido in PandaDoc plantilla para restringir las ediciones. Solo el administrador/gestor puede desbloquear.
- [Campos \(nueva experiencia\)](https://support.pandadoc.com/es/articles/9714583-campos-nueva-experiencia.md): Descubre cómo recopilar información de los clientes, como nombres, direcciones y fechas, utilizando los campos rellenables de PandaDoc.
- [Campo Añadir archivos a la colección](https://support.pandadoc.com/es/articles/9714591-campo-anadir-archivos-a-la-coleccion.md): El campo \<i\>Añadir archivos a la colección\</i\> permite que tus destinatarios puedan cargar archivos fácilmente en tu documento.
- [Campos condicionales ](https://support.pandadoc.com/es/articles/9714593-campos-condicionales.md)
- [Validación de campos de texto](https://support.pandadoc.com/es/articles/9714595-validacion-de-campos-de-texto.md)
- [Variables \(nueva experiencia\)](https://support.pandadoc.com/es/articles/9714599-variables-nueva-experiencia.md): Utiliza variables para ahorrarte tiempo rellenando automáticamente cualquier información que aparezca con frecuencia en tus documentos.
- [Diseño del documento](https://support.pandadoc.com/es/articles/9714603-diseno-del-documento.md): Descubre cómo formatear texto, ajustar la disposición de las páginas y personalizar tablas e imágenes en tu documento PandaDoc usando las opciones de diseño.
- [Perfiles de plantilla](https://support.pandadoc.com/es/articles/9714620-perfiles-de-plantilla.md)
- [¿Cuál es la diferencia entre una plantilla y un documento?](https://support.pandadoc.com/es/articles/9714560-cual-es-la-diferencia-entre-una-plantilla-y-un-documento.md)
- [Crea un documento](https://support.pandadoc.com/es/articles/9714623-crea-un-documento.md): Sube o crea documentos desde cero, o importalos desde almacenamiento en la nube. Archivos soportados: .pdf, .png, .jpg, .jpeg,
- [Adjuntar archivos a tu documento](https://support.pandadoc.com/es/articles/9714681-adjuntar-archivos-a-tu-documento.md): La aplicación Adjuntos te permite adjuntar archivos descargables a tu documento si no quieres incluirlos en el cuerpo del documento.
- [Biblioteca de contenidos](https://support.pandadoc.com/es/articles/9714631-biblioteca-de-contenidos.md): Guarda el contenido que usas con frecuencia en tu biblioteca y reutilízalo fácilmente, para no tener que recrearlo desde cero cada vez.
- [Recoger firmas con formularios](https://support.pandadoc.com/es/articles/9714780-recoger-firmas-con-formularios.md): Este artículo explica cómo los clientes rellenan los formularios y qué ocurre después.

### Envío de documentos

- [Añadir y gestionar destinatarios](https://support.pandadoc.com/es/articles/9714650-anadir-y-gestionar-destinatarios.md)
- [Orden de firmas](https://support.pandadoc.com/es/articles/9714771-orden-de-firmas.md): El orden de firmas asegura que los documentos se firmen secuencialmente, pasando al siguiente solo tras completar el anterior.
- [Comprobación de ID](https://support.pandadoc.com/es/articles/9997596-comprobacion-de-id.md): La comprobación de ID verifica las identidades de destinatarios utilizando identificaciones gubernamentales. Se puede configurar antes de abrir o firmar un documento en PandaDoc.
- [Recordatorios automáticos \(experiencia clásica\)](https://support.pandadoc.com/es/articles/15030611-recordatorios-automaticos-experiencia-clasica.md)
- [Vencimientos automáticos](https://support.pandadoc.com/es/articles/9714665-vencimientos-automaticos.md): Los vencimientos automáticos vencen documentos automáticamente si no se completan en un tiempo establecido, cambiando su estado a «Vencido».
- [Recordatorios automáticos](https://support.pandadoc.com/es/articles/9714663-recordatorios-automaticos.md): Con los recordatorios automáticos, puedes enviar correos a los firmantes que no hayan completado el documento.
- [Enviar automáticamente un PDF de un documento completo](https://support.pandadoc.com/es/articles/9714671-enviar-automaticamente-un-pdf-de-un-documento-completo.md): Cuando se activa 'auto-enviado PDFs al completar', todos los participantes reciben un correo electrónico con un PDF del documento finalizado una vez finalizado.
- [Redirigir a los destinatarios una vez finalizado el documento](https://support.pandadoc.com/es/articles/9714647-redirigir-a-los-destinatarios-una-vez-finalizado-el-documento.md): Sólo los firmantes del documento pueden ser redirigidos a una URL personalizada una vez finalizado el documento. Los destinatarios a los que se ha enviado una copia no pueden ser redirigidos despué...
- [Flujo de trabajo de aprobación](https://support.pandadoc.com/es/articles/9714799-flujo-de-trabajo-de-aprobacion.md): Aprende a configurar flujos de trabajo de aprobación automatizados en PandaDoc.
- [Personaliza tu imagen de marca en PandaDoc](https://support.pandadoc.com/es/articles/11704695-personaliza-tu-imagen-de-marca-en-pandadoc.md)
- [Enviar documentos de forma masiva](https://support.pandadoc.com/es/articles/9714678-enviar-documentos-de-forma-masiva.md): Envía documentos de forma masiva a varios destinatarios con copias únicas. Disponible en los planes Business y Enterprise con un paquete de volumen adicional.
- [Firmar en persona](https://support.pandadoc.com/es/articles/9714778-firmar-en-persona.md)
- [Firmar un PandaDoc - Guía del destinatario](https://support.pandadoc.com/es/articles/9714786-firmar-un-pandadoc-guia-del-destinatario.md)
- [Rechazar un documento: perspectiva del cliente](https://support.pandadoc.com/es/articles/9714662-rechazar-un-documento-perspectiva-del-cliente.md)
- [certificado de firma de completado documento](https://support.pandadoc.com/es/articles/9714781-certificado-de-firma-de-completado-documento.md): Haz un seguimiento de la firma de documentos con un certificado de firma, detallando a los firmantes, las marcas de tiempo y las direcciones IP en la última página del PDF.
- [Reenvío de documentos y firmas](https://support.pandadoc.com/es/articles/9714774-reenvio-de-documentos-y-firmas.md): Activa el reenvío de documentos y firmas para que los destinatarios puedan compartir documentos con otras personas para su revisión o firma.

### Contract Lifecycle Management 

- [Visión general de la Gestión del Ciclo de Vida del Contrato \(CLM\)](https://support.pandadoc.com/es/articles/15419844-vision-general-de-la-gestion-del-ciclo-de-vida-del-contrato-clm.md): Todo lo que necesitas para gestionar contratos desde la subida hasta la renovación — las capacidades de CLM de PandaDocautomatizan el trabajo de datos para que tu equipo pueda centrarse en el trato.
- [Documento de importación masiva a PandaDoc](https://support.pandadoc.com/es/articles/9714844-documento-de-importacion-masiva-a-pandadoc.md): La importación masiva te permite subir varios archivos a la vez, simplificando la creación de documentos y almacenando el documento completado en PandaDoc
- [Extracción de datos por IA para repositorio de contratos](https://support.pandadoc.com/es/articles/13376354-extraccion-de-datos-por-ia-para-repositorio-de-contratos.md)
- [Encuentra y reporta el documento con Búsqueda con IA](https://support.pandadoc.com/es/articles/15805347-encuentra-y-reporta-el-documento-con-busqueda-con-ia.md): Utiliza Búsqueda con IA para encontrar documento por contenido, filtra por datos de contratos extraídos por IA y crea un visto de reportes personalizado.
- [Renovaciones de acuerdos \(nueva experiencia\)](https://support.pandadoc.com/es/articles/9714670-renovaciones-de-acuerdos-nueva-experiencia.md): Haz un seguimiento de las próximas /es/renovaciones de contrato/ y recibe notificaciones antes de que ocurran — automáticamente o con configuración manual.
- [Renovaciones de acuerdos \(experiencia clásica\)](https://support.pandadoc.com/es/articles/15048447-renovaciones-de-acuerdos-experiencia-clasica.md): Ayuda a ver qué documentos se renovan pronto en tu lista de documentos y configura correos electrónicos de notificación de renovación.
- [Reportajes](https://support.pandadoc.com/es/articles/9714828-reportajes.md): Los informes proporcionan información sobre el rendimiento del equipo, flujo de trabajo, documento y plantilla, permitiendo tomar decisiones basadas en datos.

### Citando & pagos

- [Catálogo de productos: precios por volumen](https://support.pandadoc.com/es/articles/9714697-catalogo-de-productos-precios-por-volumen.md)
- [Catálogo de productos](https://support.pandadoc.com/es/articles/9714691-catalogo-de-productos.md)
- [Importa y exporta tu catálogo en CSV](https://support.pandadoc.com/es/articles/9714700-importa-y-exporta-tu-catalogo-en-csv.md)
- [Tabla de precios. Añade y establece tu tabla de precios](https://support.pandadoc.com/es/articles/9714703-tabla-de-precios-anade-y-establece-tu-tabla-de-precios.md): Aprende a personalizar la tabla de precios en PandaDoc: añadir productos, gestionar columnas, aplicar descuentos e integrarte con CRM.
- [Tabla de precios. Descuentos e impuestos](https://support.pandadoc.com/es/articles/9714706-tabla-de-precios-descuentos-e-impuestos.md): Puedes mostrar un descuento por partidas y el impuesto, así como los descuentos totales e impuestos.
- [Tabla de precios. Elementos opcionales y cantidad editable](https://support.pandadoc.com/es/articles/9714705-tabla-de-precios-elementos-opcionales-y-cantidad-editable.md): Habilitar productos opcionales y cantidades editables en PandaDoc. Asigna campos a destinatario permitiéndoles seleccionar artículos y ajustar la cantidad.
- [La tabla de precios está siendo mejorada a Creador de presupuestos](https://support.pandadoc.com/es/articles/14019817-la-tabla-de-precios-esta-siendo-mejorada-a-creador-de-presupuestos.md)
- [Añadir y configurar Creador de presupuestos](https://support.pandadoc.com/es/articles/9714713-anadir-y-configurar-creador-de-presupuestos.md): Aprende a crear presupuestos personalizados y precisos con PandaDoc's Creador de presupuestos.
- [Bloque Creador de presupuestos. Trabajar con paquetes de productos](https://support.pandadoc.com/es/articles/9714716-bloque-creador-de-presupuestos-trabajar-con-paquetes-de-productos.md): Añadir, agrupar, editar y personalizar productos fácilmente en Creador de presupuestos. Gestiona los paquetes desde el Catálogo, ajusta precios y establece opciones de destinatario.
- [Aprobaciones condicionales con Creador de presupuestos](https://support.pandadoc.com/es/articles/9714721-aprobaciones-condicionales-con-creador-de-presupuestos.md): Automatizar las aprobaciones en PandaDoc con aprobaciones condicionales basadas en los valores de Creador de presupuestos.
- [Map Creador de presupuestos columns to campos in your CRM](https://support.pandadoc.com/es/articles/9714725-map-creador-de-presupuestos-columns-to-campos-in-your-crm.md)
- [Bloque Creador de presupuestos. Habilitar opciones de destinatario](https://support.pandadoc.com/es/articles/9714719-bloque-creador-de-presupuestos-habilitar-opciones-de-destinatario.md): Ofrece a tus clientes más opciones haciendo que los productos de tu presupuesto sean opcionales y la cantidad de producto sea personalizable.
- [Bloque Creador de presupuestos. Opciones de diseño](https://support.pandadoc.com/es/articles/9714720-bloque-creador-de-presupuestos-opciones-de-diseno.md): Las opciones de diseño de Creador de presupuestos te permiten crear una experiencia más atractiva para tus clientes.
- [Experiencia simplificada de citas](https://support.pandadoc.com/es/articles/11785475-experiencia-simplificada-de-citas.md)
- [Cita en línea — interactividad y atajos](https://support.pandadoc.com/es/articles/14139985-cita-en-linea-interactividad-y-atajos.md): Aprende a navegar y editar tu presupuesto en línea más rápido usando atajos de teclado y controles con ratón.
- [Pago a plazos](https://support.pandadoc.com/es/articles/9714750-pago-a-plazos.md)
- [Cómo configurar cargos recurrentes en PandaDoc](https://support.pandadoc.com/es/articles/9714755-como-configurar-cargos-recurrentes-en-pandadoc.md)

### Firma electrónica y notario

- [Firma electrónica cualificada en PandaDoc: visión general y requisitos](https://support.pandadoc.com/es/articles/9714775-firma-electronica-cualificada-en-pandadoc-vision-general-y-requisitos.md): Aprende a habilitar y enviar documentos con la firma electrónica cualificada \(QES\) de PandaDoc, incluida la orden de firmas, limitaciones y precios.
- [Firma electrónica cualificada \(QES\): Guía de firma para destinatarios del documento](https://support.pandadoc.com/es/articles/11581359-firma-electronica-cualificada-qes-guia-de-firma-para-destinatarios-del-documento.md): Guía paso a paso para destinatarios sobre cómo firmar documentos de PandaDoc usando firma electrónica cualificada y verificar su identidad.
- [Proteger documentos con verificación del destinatario](https://support.pandadoc.com/es/articles/9714654-proteger-documentos-con-verificacion-del-destinatario.md)

### Negociar y colaborar

- [Salas en PandaDoc: organiza y colabora en un espacio seguro](https://support.pandadoc.com/es/articles/9714807-salas-en-pandadoc-organiza-y-colabora-en-un-espacio-seguro.md): Aprende a usar Salas organizar archivos de forma segura, colaborar con compradores y gestionar documentos de transacciones en un solo lugar

### Seguimiento & gestión de documentos

- [Review Análisis de documentos](https://support.pandadoc.com/es/articles/9714822-review-analisis-de-documentos.md): El análisis de documentos es una forma de ayudarte a rastrear cuándo y cuánto tiempo pasó tu destinatario en cada página del documento.
- [Análisis de documentos \(experiencia clásica\)](https://support.pandadoc.com/es/articles/15030615-analisis-de-documentos-experiencia-clasica.md)
- [Review Traza de auditoría for enviado documento \(experiencia clásica\)](https://support.pandadoc.com/es/articles/15030616-review-traza-de-auditoria-for-enviado-documento-experiencia-clasica.md)
- [Detalles del documento](https://support.pandadoc.com/es/articles/9714823-detalles-del-documento.md): La sección de detalles del documento te permite previsualizar detalles, visto destinatario analytics, Traza de auditoría y recordatorios enviado sin abrir el documento.
- [Review Traza de auditoría for enviado documento](https://support.pandadoc.com/es/articles/9714819-review-traza-de-auditoria-for-enviado-documento.md): Traza de auditoría proporciona un historial paso a paso de los cambios de estado del documento.
- [Compartiendo documento con colaboradores \(experiencia clásica\)](https://support.pandadoc.com/es/articles/15030613-compartiendo-documento-con-colaboradores-experiencia-clasica.md)
- [Inicio](https://support.pandadoc.com/es/articles/9714824-inicio.md): La sección de inicio te permite seguir la última actividad de tu documento e identificar rápidamente las que necesitan atención.
- [Cambiar manualmente el estado del documento](https://support.pandadoc.com/es/articles/9714842-cambiar-manualmente-el-estado-del-documento.md): Actualiza manualmente el estado de PandaDoc documento a completado, vencido, declinado o pagado para completaciones o pagos offline.
- [Numeración automática de documento \(nueva experiencia\)](https://support.pandadoc.com/es/articles/9714839-numeracion-automatica-de-documento-nueva-experiencia.md): La numeración automática te permite establecer una secuencia y un número para cada nuevo documento que crees.
- [Administra tus documentos, plantillas y artículos de la biblioteca de contenidos](https://support.pandadoc.com/es/articles/9714835-administra-tus-documentos-plantillas-y-articulos-de-la-biblioteca-de-contenidos.md): ¡Aprende cómo administrar eficientemente tus documentos en PandaDoc: filtra, Buscar, organiza, Descargar y Restaurar con facilidad!
- [¿Cómo puedo descaducar mi documento?](https://support.pandadoc.com/es/articles/9714669-como-puedo-descaducar-mi-documento.md): Una vez que es un documento vencido, su tiempo no puede extenderse. Business o Enterprise plan permiten hasta 3650 días. Edito la documentación de Vencido para reenviarla.
- [Marca un documento como declinado](https://support.pandadoc.com/es/articles/9714845-marca-un-documento-como-declinado.md): Puedes mover un documento al estado de "rechazado" si un posible cliente no firmó la propuesta y se pierde el trato.
- [¿Qué ocurre con el documento de un usuario eliminado?](https://support.pandadoc.com/es/articles/9714846-que-ocurre-con-el-documento-de-un-usuario-eliminado.md): Cuando eliminas a un usuario, sigue siendo el propietario del documento que creó.
- [Compartiendo carpetas de documentos con colaboradores ](https://support.pandadoc.com/es/articles/9714804-compartiendo-carpetas-de-documentos-con-colaboradores.md): Compartir carpetas con colaboradores otorga acceso a múltiples documentos a la vez a usuarios sin licencia PandaDoc o permisos inferiores.
- [Compartiendo documento con colaboradores](https://support.pandadoc.com/es/articles/9714800-compartiendo-documento-con-colaboradores.md): Aprende a compartir y gestionar la colaboración en documentos en PandaDoc, incluyendo invitar a usuarios externos e internos y ajustar permisos.
- [Transfiere la propiedad del documento a otro usuario](https://support.pandadoc.com/es/articles/9714843-transfiere-la-propiedad-del-documento-a-otro-usuario.md)
- [¿Cómo cancelo o anulo un documento que ya he enviado?](https://support.pandadoc.com/es/articles/9714685-como-cancelo-o-anulo-un-documento-que-ya-he-enviado.md): Una vez enviado, el documento no puede cancelarse, pero sí puede archivarse, editarse o marcarse como "vencido" en PandaDoc para bloquear el acceso del destinatario.
- [Marca documento como pagado](https://support.pandadoc.com/es/articles/10637857-marca-documento-como-pagado.md): Cómo marcar documentos con solicitudes de pago como pagado para reflejar el estado de pago correcto cuando tu cliente paga fuera del documento.
- [Asistente de IA de PandaDoc](https://support.pandadoc.com/es/articles/11100873-asistente-de-ia-de-pandadoc.md)
- [Numeración automática de documento \(experiencia clásica\)](https://support.pandadoc.com/es/articles/15424426-numeracion-automatica-de-documento-experiencia-clasica.md): La numeración automática te permite establecer una secuencia y un número para cada nuevo documento que crees.

### Integraciones

- [Automatizaciones de Salesforce](https://support.pandadoc.com/es/articles/9714990-automatizaciones-de-salesforce.md)
- [Salesforce: Asigna las columnas de la tabla de precios a los campos de Salesforce](https://support.pandadoc.com/es/articles/9714729-salesforce-asigna-las-columnas-de-la-tabla-de-precios-a-los-campos-de-salesforce.md)
- [HubSpot CRM. Asignación de productos a tablas de precios y secciones de tabla de precios](https://support.pandadoc.com/es/articles/9714731-hubspot-crm-asignacion-de-productos-a-tablas-de-precios-y-secciones-de-tabla-de-precios.md): Las reglas de combinación te permiten extraer fácilmente productos de su oferta de HubSpot a secciones específicas de la tabla de precios y/o tablas de precios específicas en sus documentos.
- [HubSpot CRM. Asignar campos de productos con columnas de tabla de precios](https://support.pandadoc.com/es/articles/9714732-hubspot-crm-asignar-campos-de-productos-con-columnas-de-tabla-de-precios.md): La asignación de columnas le permite extraer fácilmente campos de productos de negocios en columnas específicas de la tabla de precios en PandaDoc.
- [CRM de HubSpot](https://support.pandadoc.com/es/articles/9714877-crm-de-hubspot.md): La integración de PandaDoc con HubSpot permite transferir datos entre HubSpot y PandaDoc, automatizando la creación de documentos.
- [Automatizaciones de HubSpot](https://support.pandadoc.com/es/articles/9714992-automatizaciones-de-hubspot.md)
- [Automatizaciones de Pipedrive](https://support.pandadoc.com/es/articles/9714994-automatizaciones-de-pipedrive.md)
- [Automatizaciones Microsoft Dynamics](https://support.pandadoc.com/es/articles/9714996-automatizaciones-microsoft-dynamics.md)
- [monday.com](https://support.pandadoc.com/es/articles/9714891-monday-com.md): La integración de PandaDoc con monday.com te permite crear, dar seguimiento y ver tus documentos fácilmente dentro de cualquier proyecto en el que estés trabajando.
- [Copper](https://support.pandadoc.com/es/articles/9714911-copper.md): Esta integración te permitirá crear, enviar y hacer un seguimiento de los documentos de los objetos Oportunidades, Personas y Empresa desde Copper.
- [Zoho CRM](https://support.pandadoc.com/es/articles/9714903-zoho-crm.md)
- [Automatizaciones de Zoho](https://support.pandadoc.com/es/articles/9714999-automatizaciones-de-zoho.md)
- [Automatizaciones de Zendesk Sell](https://support.pandadoc.com/es/articles/9715000-automatizaciones-de-zendesk-sell.md)
- [Nimble](https://support.pandadoc.com/es/articles/9714913-nimble.md)
- [Greenhouse](https://support.pandadoc.com/es/articles/9714936-greenhouse.md)
- [Automatizaciones de Greenhouse](https://support.pandadoc.com/es/articles/9715001-automatizaciones-de-greenhouse.md)
- [BambooHR](https://support.pandadoc.com/es/articles/9714937-bamboohr.md): La integración de importación de datos con BambooHR te permite rellenar previamente los documentos de PandaDoc con datos de BambooHR para enviarlos y firmarlos electrónicamente con facilidad. Esta ...
- [Automatizaciones de BambooHR](https://support.pandadoc.com/es/articles/9715003-automatizaciones-de-bamboohr.md)
- [PayPal](https://support.pandadoc.com/es/articles/9714952-paypal.md): Con nuestra integración con PayPal, puedes solicitar un pago directamente desde el documento utilizando la aplicación de pago.
- [Gmail](https://support.pandadoc.com/es/articles/9714972-gmail.md): Con nuestra integración en Gmail, puedes firmar varios archivos adjuntos sin salir de tu bandeja de entrada de Gmail.
- [Microsoft Teams](https://support.pandadoc.com/es/articles/9714977-microsoft-teams.md)
- [ActiveCampaign](https://support.pandadoc.com/es/articles/9714979-activecampaign.md): Crear documentos: Puedes crear documentos PandaDoc utilizando contactos de ActiveCampaign como destinatarios del documento.
- [Automatizaciones de NetSuite](https://support.pandadoc.com/es/articles/9715004-automatizaciones-de-netsuite.md)

### Automatizaciones

- [Automatizaciones](https://support.pandadoc.com/es/articles/9714985-automatizaciones.md): Las automatizaciones de PandaDoc agilizan los flujos de trabajo automatizando las acciones sobre los documentos en función de los cambios de estado.
- [Zapier](https://support.pandadoc.com/es/articles/9715006-zapier.md): Zapier te ayuda a automatizar tu negocio conectando tus aplicaciones web con desencadenantes y acciones.

### Centro de administración

- [Cómo empezar](https://support.pandadoc.com/es/articles/9714544-como-empezar.md): Crea y personaliza documentos con diseños flexibles, opciones de diseño, colaboración en tiempo real e integración de datos dinámica.
- [Principios básicos de PandaDoc](https://support.pandadoc.com/es/articles/9714552-principios-basicos-de-pandadoc.md): Configura tu perfil de PandaDoc, personaliza la marca, crea plantillas, añade perfiles/variables, diseña y define los precios
- [Glosario de PandaDoc](https://support.pandadoc.com/es/articles/9714549-glosario-de-pandadoc.md): Familiarízate con la terminología de PandaDoc para entender mejor nuestra formación y los materiales del centro de ayuda.
- [Acceso a la cuenta](https://support.pandadoc.com/es/articles/9715011-acceso-a-la-cuenta.md): Las instrucciones sobre cómo acceder a su cuenta de PandaDoc se encuentran aquí.
- [Autenticación de dos factores \(2FA\)](https://support.pandadoc.com/es/articles/9715012-autenticacion-de-dos-factores-2fa.md): Activa la A2F en PandaDoc para mayor seguridad. Los códigos de copia de seguridad son esenciales si pierdes el acceso al dispositivo.
- [Espacio de trabajo](https://support.pandadoc.com/es/articles/9715019-espacio-de-trabajo.md): Descubre cómo crear y gestionar PandaDoc espacio de trabajo para la colaboración en equipo, la distribución de contenidos y entornos específicos de espacio de trabajo.
- [Configuración de correos electrónicos](https://support.pandadoc.com/es/articles/9715022-configuracion-de-correos-electronicos.md): Personaliza la imagen subiendo logotipos, cambiando los colores de botones y textos y configurando pies de página personalizados para el correo.
- [\[Classic Editor and Editor 2.0\] Importar contactos en PandaDoc utilizando Zapier](https://support.pandadoc.com/es/articles/9715023-classic-editor-and-editor-2-0-importar-contactos-en-pandadoc-utilizando-zapier.md): Nuestra nueva plantilla de zap "Crear contacto" te permite importar contactos desde una hoja de cálculo de Google de forma masiva.
- [Añade y gestiona tus contactos](https://support.pandadoc.com/es/articles/9715026-anade-y-gestiona-tus-contactos.md)
- [PandaDoc UE VS. EE. UU.](https://support.pandadoc.com/es/articles/9997637-pandadoc-ue-vs-ee-uu.md)
- [Cómo contactar con el soporte de PandaDoc](https://support.pandadoc.com/es/articles/9715061-como-contactar-con-el-soporte-de-pandadoc.md): Aprende cómo obtener asistencia las 24 horas del día, los 7 días de la semana, de nuestro amable equipo de expertos.
- [Política de IA de PandaDoc](https://support.pandadoc.com/es/articles/13794735-politica-de-ia-de-pandadoc.md)

### Troubleshooting

- [Solución básica de problemas del navegador](https://support.pandadoc.com/es/articles/9715066-solucion-basica-de-problemas-del-navegador.md): Aprende cómo solucionar problemas relacionados con el navegador en PandaDoc.