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For pdfFiller’s FAQs
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.
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What is the difference between a document and a template in PandaDoc?
A PandaDoc Document is a single-use document that you create and send via PandaDoc out to to specific people. We use the word "document" in contrast to templates, content library items, and forms. A PandaDoc template is a master copy of your key document (your typical Proposal, Agreement, Contract, etc.)
How can I edit a document?
To make changes to a document, in the upper-right corner, select Edit Document > Edit. If someone else created the document, they might not allow editing. You can go to File > Save as, save it with another name, and edit the new document.
How do I edit a table of contents in PandaDoc?
You can customize the table of contents block as any text or table block in your template or document. Start by selecting the block, then select Properties on the floating panel, then go to Design on the right. Here you'll be able to customize: Row colors.
Can you edit documents in PandaDoc?
Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document. Make changes to the document that you need and once ready, send it out again. After you have resent the document, the recipient will get a new notification email with the latest document version.
How do I edit a PDF file?
How to edit PDF files: Open a file in Acrobat. Click on the “Edit PDF” tool in the right pane. Use Acrobat editing tools: Add new text, edit text, or update fonts using selections from the Format list. Save your edited PDF: Name your file and click the “Save” button. That's it.
How to edit signature in PandaDoc?
To set up or update your personal signature, go to Settings > My account, then select Change signature. You'll then be given three options: “Draw”, “Type,” or “Upload” an existing signature from your computer. Make your selection, then when you're finished, save your signature.
Can you edit a document in PandaDoc?
Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document.
How do I change the initials in PandaDoc?
Signature and initials options Meanwhile, Initials field only has two options: Draw and Type. Go to Settings > Workspace defaults and check/uncheck the options you need. Select Save Changes once done.
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