How to Create Your First Document in PandaDoc
Here’s a step-by-step guide to creating your first document in PandaDoc:
- On your dashboard, click '+ Create document'.
- You can choose a template from the template library or start with a blank document.
- Select one that fits your needs and click 'Add item'.
- Add Recipients who need to view or sign the document.
- Click 'Continue'.
- Add content to your document, click anywhere to type or paste text.
- Drag and drop images or use the upload button.
- Click the eye icon to view your document and to check the final version.
- If everything looks good, click 'Send' via email or generate a sharable link.
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