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 to create a PandaDoc template?

Go to the Templates tab in Documents app and select +Template in the top left to create a new template. You will have a few options: +Blank allows you to create a template from scratch using the PandaDoc editor. Choose a template from our Template gallery.

How do I turn a document into a PandaDoc template?

1. PandaDoc Open the Dashboard or your document list, and click New Document > Create. Select Blank Template. Alternatively, select Local File under Upload to upload your own file or convert a . If you upload your own file, it won't be editable, but you can add more information to it using content blocks.

How do I add a signature field in PandaDoc?

Log in to your PandaDoc account. Upload a new PDF by selecting New Document > Upload or select an existing file from the Documents tab on the right of the screen. Open the Content > Fields tab. Drag the Signature field to the relevant place in the PDF.

How to convert a document into a template?

Word Open the Word document that you want to save as a template. On the File menu, click Save as Template. In the Save As box, type the name that you want to use for the new template. (Optional) In the Where box, choose a location where the template will be saved.

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 to create a custom variable in PandaDoc?

Custom variables To add a custom variable open the square opening bracket, type the name of your variable, and click Enter.

How to convert a document to a template in PandaDoc?

And it is right here to use the template. Go to your dashboard. And click on new document. AndMoreAnd it is right here to use the template. Go to your dashboard. And click on new document. And select a template from this tab my templates.

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