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How to Create Your First Document in PandaDoc

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Here’s a step-by-step guide to creating your first document in PandaDoc:

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  1. On your dashboard, click '+ Create document'.
  2. You can choose a template from the template library or start with a blank document.
  3. Select one that fits your needs and click 'Add item'.
  4. Add Recipients who need to view or sign the document.
  5. Click 'Continue'.
  6. Add content to your document, click anywhere to type or paste text.
  7. Drag and drop images or use the upload button.
  8. Click the eye icon to view your document and to check the final version.
  9. If everything looks good, click 'Send' via email or generate a sharable link.
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