PandaDoc

New experience

Creating a document now happens one step at a time. This page covers why, what's different, and where the things you use have moved.

A new way of creating documents: what changed and where things moved

Full documentation for the new template workflow builder and document creation guided flow — setup, configuration, and limitations.

Template workflow builder and guided document creation — full guide

Learn what’s new in the redesigned PandaDoc editor — a faster, cleaner, and more intuitive editing experience.

New PandaDoc editor

Learn what's new in the document and template experience and get familiar with the updated editor.

Getting started 

Create and reuse templates to save time by automating document creation in PandaDoc.

Save time with a reusable template (new experience)

Approval workflow (new experience)

Set up reusable templates, define roles, and configure approval workflows.

Building templates

Learn how to create a document in PandaDoc — from uploading a file to using a template and sending through the guided flow.

Create a document (new experience)

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.

Roles, recipients, signing order, and switching signers

Set up the Pull data from integration workflow step to automatically populate documents with data from your CRM when your team creates them.

Pull data from integration — CRM workflow step

Create documents from templates, add recipients, assign roles, and prepare your document before sending.

Creating documents

Learn how PandaDoc flags unassigned fields, missing recipients, and unfilled variables before your document is sent — and how to fix each one.

Pre-send checks

Send documents via email, text (SMS), or link — or collect signatures in person. Track recipient interactions and download signed PDFs with a certificate.

Send and sign a document (new experience)

Collecting payments with PandaDoc (new experience)

Learn how the new document summary page works and what you can do from it after sending a document.

Document summary page

Send documents, run pre-send checks, and manage the signing process.

 Sending & signing

Meet the Fill in document details step — a new way to share your template as a public form

Fill in document details step

Learn how to show or hide form questions and set default values based on what a respondent enters.

Conditional logic in forms

Fill in document details and work with guided form steps.

Forms

Create a custom design with text, images, and links

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Build your first workflow and watch it run end to end.

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