Note:
A maximum of 50 documents can be sent during the trial. You can add up to 5 recipients if you’re using PandaDoc on a trial basis, and up to 50 recipients if your PandaDoc account is active. If you’d like to send a document to more than 50 recipients, you can use our Bulk Send feature.
Note:
The Free eSign plan supports only uploaded documents.
Select +Create new... on the left panel or go to the Documents app and select +Document. From here, select:
Blank document — to start from scratch in the PandaDoc editor. You can also select one of your pre-made templates or a template from our Template gallery
Local file under Import from (see formats and limitations below) — to upload your own file or convert a .docx file into an editable PandaDoc. You can also simply drag and drop your file to the upload area
Google Drive, One Drive, Box, or Dropbox under Import from — to upload your own file from your cloud storage
You can mix and match all options inside the document later.
Learn how to bundle documents and bulk import documents.
Supported file formats for upload: .pdf, .png, .jpg, .jpeg and .docx.
You may run into an error uploading your document if it meets any of the following criteria:
Password protection is enabled
It contains form fields, embedded fonts, or comments
It exceeds 50 MB or contains more than 500 pages
It’s a .doc, .xls, or.ppt file from Microsoft Office 95 or older
It’s a PDF consisting of several layers (to learn how to flatten your PDF, read this article)
Inside the document, you have plenty of options to edit it: add content through content blocks, add fields for your recipients to fill out.
If you upload your own file, it won’t be editable, but you can add more information to it by using content blocks.
Add a pricing table or quote builder to display your pricing:
We have plenty of design options to help you make your document look professional:
Once finished, add recipients, name your document and send it.
Note:
Template/document title shouldn't exceed 250 characters.