Quick summary
PandaDoc lets you create professional documents from scratch or using a template, add recipients, and send them via email or shareable link in minutes. This step-by-step walkthrough covers the full document creation workflow inside the PandaDoc dashboard.
Steps
- On your dashboard, click '+ Create document' to begin.
- Choose a template from the template library or start with a blank document.
- Select a template that fits your needs and click 'Add item'.
- Add recipients who need to view or sign the document.
- Click 'Continue' to proceed to the document editor.
- Add content to your document by clicking anywhere to type or paste text.
- Drag and drop images or use the upload button to insert visuals.
- Click the eye icon to preview your document and check the final version.
- If everything looks good, click 'Send' via email or generate a shareable link.
