How do I add a Contact?

Focus:  The focus of this self-help article is to provide steps and information to how to add contacts to your PandaDoc account.

Step 1: Contacts On the Left, click on the “Contacts” icon, then click on “New Contact”

Step 2: Enter in all fields for the contact record.  The only required field is the “Email Address”.

Step 3: Sending documents. Once you have added the contact, now you are ready to assign this contact to documents and send it out to them.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Click on the “Help” button next to your profile icon
  3. Choose Submit Help Request option

Or feel free to contact us using our public form:

Contact Support