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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.
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How do I add to the content library in PandaDoc?
Just save your content from an existing template or document into your library by selecting theMoreJust save your content from an existing template or document into your library by selecting the desired blocks or pages. Then name the item add it to a folder if you wish to easily locate the content
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 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 do I set a group of radio buttons?
A radio group is defined by giving each of radio buttons in the group the same name . Once a radio group is established, selecting any radio button in that group automatically deselects any currently-selected radio button in the same group.
How do I copy a template in PandaDoc?
To copy, move, rename, or delete a single document/template, hover over the document on the far right, click on the vertical ellipses, and choose an action from the dropdown.
What is the radio button in PandaDoc?
Radio buttons allow your document's recipients to select only one predefined option from the list you provide. To add a radio button field, select the field on the content panel, then drag and drop it to where you'd like to place it in your document. Two options will be added to the radio button field by default.
How do I share a PandaDoc template?
To share a Template or Content Library item, start by going to your Templates/Content Library list. Hover on the far right over the content you'd like to share, click on the vertical ellipses, then choose Share to workspace from the dropdown menu.
How to export from PandaDoc?
Follow the steps: Open your Catalog and choose Export. Go to your email inbox, and open the PandaDoc email to download your CSV file.
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