How to Use PandaDoc

Getting started with PandaDoc

In this guide, you'll learn how to create, manage, and sign essential business documents using PandaDoc. By the end, you'll be able to generate proposals, contracts, and quotes quickly, using its AI content generation feature.

Step 1: Sign up and set up

1. Go to PandaDoc.
2. Click on the "Get Started Free" button located on the homepage.
3. Fill in your details, including your name, email, and password, or sign up using Google or Microsoft.
4. Confirm your email address by clicking the link in the verification email.
5. Once logged in, you’ll be taken to the dashboard. Explore the interface and familiarise yourself with the menu options on the left.

Step 2: Your first document

1. From the dashboard, click on the "Create New Document" button.
2. Choose from the available templates or select "Blank Document" to start from scratch.
3. If using a template, browse through categories (e.g., Proposals, Contracts) and select one that suits your needs.
4. Click "Use Template" to open the document editor.
5. Edit the text fields or add new content by clicking the "+" button to insert text, images, or tables.
6. To use the AI content generation, click on the "AI" icon in the toolbar, and enter a prompt describing what you need. The AI will generate text that you can easily insert into your document.
7. Once complete, click the "Send" button to share it for e-signature or review.

Step 3: Get better results

1. Use the "Content Library" to store and reuse frequently used text, images, and documents. Access this from the left sidebar.
2. Customise the document settings by clicking the "Settings" icon in the editor to adjust visibility, permissions, and notifications.
3. Take advantage of the "Analytics" feature after sending documents to track engagement and see how recipients interact with your proposals.

Pro tip

Use the "Clone Document" feature to quickly create similar documents based on an existing one. This saves time on formatting and content structure.

Common mistake to avoid

Avoid skipping the template selection step. Starting with a relevant template can significantly speed up the document creation process and ensure you include all necessary sections.