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Add fillable fields to your PDFs and share your forms with ease to collect accurate data.
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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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How do I save PandaDoc as a PDF?
Click on the File tab. In Windows, click Print and select Microsoft print to PDF. Alternatively, click on Export to and select PDF in MacOS or Download and then PDF document in Google Docs.
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 download a document 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 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 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.
How to make fields required in PandaDoc?
Make a field required We recommend keeping it required - your client won't be able to complete the document without putting their signature in. Click on a field, select Properties on the floating panel, and select/unselect "Required".
How to save a PandaDoc?
There are a few different ways that you can save a PandaDoc document as a PDF. One option is to use the built-in export feature within PandaDoc. To do this, simply open up your document in the program and click on the “File” menu. From there, select the “Export” option and choose PDF from the list of available formats.
How do I save a PDF version of PandaDoc to files?
Save PDF version of PandaDoc to “Attachments” To enable this feature in Salesforce, click on the “+” at the top and then click “PandaDoc Setup". Scroll down to “Document trigger settings”, enable “Save PDF version of PandaDoc to Files (new)” and click “Setup”.
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