Focus: The focus of this self-help article is to provide steps and information to creating a document using the PandaDoc document builder.
Please note: The PandaDoc document builder is used when you want to create your content from scratch, add “fields” so your clients can fill in information. The PandaDoc editor makes it easy when you want to edit in the future.
Step 1: Accessing your documents. Click on “Documents” icon on the left. Here you will see a list of your documents
Step 1a: Document Context menu For each document that you have in your account, you can use the far right menu to: “Duplicate”, “Move”, “Rename – draft status only”, and Delete the document.
Step 2: Create a Doc. Here you will see “New Document”. Click on the “Blank +” to start a new document via the builder.
Step 3: Providing a name and adding recipients. Next, you will be asked to provide or update the document name. Also, you can add recipients to the document, by clicking on “Recipients” on the right. . Also included is “Add me as a recipient”, you want to add yourself to the document. Example (You have to sign the document).
Step 4: Content creation using Content Blocks Over on the right, click and drag the text block over and then you can add your text. In this example, we will add a “text block”.
To add pieces of content, simple drag and drop them.
Step 5: Content block layout options. For the “heading”, “text” and “image” content blocks, each one of these has its own layout options. For text, you will see “Text”, “IMG Left” and “IMG Right”.
First Document/Template– To view the layout options for other blocks, click on each link: “Heading”, “Image”, “Video“, “Table Block”, “Pricing Table Block”, “TOC”, “Cover Page”, “Page Header”, “Page Footer”, “Attachment”
Step 6: Adding text and other content. Once you have added the block and select the layout, now you can add content and modify the text. You will see options for bold, italics, underline, layout justification (Left, Center, Right), Number points and bullet points, hyperlinking and adding images.
Step 7: Adding Fields You can also add PandaDoc fields if you have content that you wish be to filled out by the recipients of your document. Please note: Fields can only be added inside of the block. In this example, we will be adding a Signature field.
To Learn more Fields and how they can be used, click on each link: TextField Field, Signature Field, Initials Field, Date Field, Checkbox Field, Dropdown Field, Masked Field, Upload Field. To review all Fields, click here.
Step 8: Document Settings. Found under More > Settings. Here you will find details about this document including Document Author, Status, and ability to set the auto-expiration and auto-reminder. Click each link to view more information about these features.
Step 9: Design Options You also have the ability to modify the “Design” of the document. Click on “More…” > Design.
For more information about the Design options, click here.
Step 9-A: Ready to send Once you have added your fields, setup fields and added Recipients. You are now ready to send. Click on the Green “Send” button.
Step 9-B: Confirm Name of Document. Next, you will have the option to change the document name, if you did not do this in Step 3.
Step 10: Adding personal message and emailing your recipient(s) Next, you can modify the subject of the email and then add a Optional Message and to make it more personalize to your recipients. Add the message and when you are ready, click on the green “Send” button. Please note: You can also save your messages, click here to learn more….
PandaDoc will confirm the message has been sent.
Example email your recipients receive when you send through PandaDoc.
Step 11: Using PandaDoc document Activity The document activity will help you track what is going on with the document. Also includes options to add “public comments”. Click here for more details on how to use this.
Step 12: Using Audit Trail: Here you can view information about the document and review the status changes of the document. Click here for more details on how to use this.
Step 13: Using PandaDoc Analytics Once the document has been viewed by your client, “Analytics” option will be displayed. Click here for more details on how to use this.
Step 14: Editing the document If you ever need to “edit” the document after it has been sent. You can do this with the “edit” button. There are multiple ways to “edit” a document, click here for more information.
Step 15: Downloading document and printing after it has been completed At any time, you can download the document in case you need the file. Then as along as you have a PDF Viewer on your computer or device, you can print the document if needed.
Step 16: Tagging of documents You can also tag your documents in order to key track of them by using “keywords” to make it easier to find. Click here to learn more about Document tagging.
Step 17: Duplicating a document. At any time you can go back to Documents, check the document and click Duplicate. This will provide an exact duplicate of your document. Click here to learn more about this function.
Step 17: Printing and converting to a template At any time you can go to More… and then you can print and convert to template. Click here to learn more about converting to a template so you can use it again and again.
Recipient Access/Recipients can’t access document:
How recipients view the PandaDoc emails: All emails from PandaDoc are delivered from the email@example.com. It is not possible to obtain the document URL from PandaDoc and provide this to the recipients in order to open the document. PandaDoc is not able to provide the direct URL links, due to the UETA and ESIGN Acts for electronic signature.
Recipient access after the document has been sent: When you send out the document from PandaDoc, the link for the document access will be available for 60 days.
Recipients access after completion of the document (Signed): Once a document has been completed by all signers, you will have access to the document in PandaDoc. Your recipients will have access through completed document for 30 days through their email. After 30 days, your recipient will need to contact you for a copy of the document or sign up for a free PandaDoc account using the email it was sent to.