Availability: All plans
In PandaDoc, all recipients you send documents to are added to your contact list. Learn here how to add and manage your contacts.
Find out more about importing your Google contacts in bulk to PandaDoc.
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Add new contacts
On the left, click on the Contacts icon, then click on +Contact.
Add information for the new contact record, the only required field is the Email Address. Click Add contact once finished.
Now you can add this contact as a recipient on your documents.
Note:
Contacts import/export
If you need to import or export contacts to or from the workspace, please reach out to our Support Team. For importing contacts, kindly provide a CSV file with the following columns. Our team will be available to assist you further:
first_name
last_name
company
phone
title
street_address
city
postal_code
country
state
Note:
Please ensure that you use a semicolon (;) as a delimiter between fields in your CSV file.
Edit contacts
Click on the contact record and click the Edit contact button in the pop-up window to edit contact info.
Delete contacts
Go to Contacts, check the contact name, and click the Delete button.
Note:
Deleting the contacts doesn't delete the documents associated with them.
Review documents under a contact
Click on a contact to view all documents sent to this person.