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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
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Can you bulk send in PandaDoc?
Go to the Documents app and select the arrow next to +Document, then select Bulk send from the dropdown. Select a template from the list.
How do I save a PandaDoc template to the content library?
Click the three dots above the page you would like to add to the library, here you will see the option to add the page to the Content Library. Specific blocks: To start, click on the block you wish to save, once the block is clicked a floating menu bar appears at the top. Click on the 'Add to Library' icon.
How to import a CSV file into Python?
Steps to Read CSV Files in Python Using csv.reader Import the CSV library. import csv. Open the CSV file. The .open() method in python is used to open files and return a file object. Use the csv.reader object to read the CSV file. csvreader = csv.reader(file) Extract the field names. Extract the rows/records. Close the file.
How do I add to PandaDoc content library?
Click the three dots above the page you would like to add to the library, here you will see the option to add the page to the Content Library. Specific blocks: To start, click on the block you wish to save, once the block is clicked a floating menu bar appears at the top. Click on the 'Add to Library' icon.
How to download documents from PandaDoc?
Bulk downloading documents Select all of the documents you'd like to download. Then click on the Download button at the top right. You will see a notification that the download has started and once it's processed, you will receive a notification email from PandaDoc that includes a . The link to the .
How to import CSV PandaDoc?
In PandaDoc, go to the Catalog, then select the +Product in the top left and click on Import from the dropdown. Next, select your CSV file from your computer, then click on Start import.
How to add fillable fields in PandaDoc?
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
How do I upload files to PandaDoc?
You can upload PDF, Word, PowerPoint, JPG, and PNG files. Maximum file size is 50MB. You can import files in bulk from the document list. To do this, click on Documents at the left panel, select the +Document button, then Bulk import from the dropdown.
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