
lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostr navigation et dolore magna aliqua.


George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0095243f01ed60a4e270/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab.</li>
 <li>Open the document where you want to accept PayPal payments.</li>
 <li>Select 'Extensions' on the right panel and select 'Payment'.</li>
 <li>Click on 'Get started'.</li>
 <li>Choose 'PayPal' as the payment method and click on 'Connect'.</li>
</ol>

How to Accept PayPal Payments in PandaDoc Documents

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00ac243f01ed60a4e3fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the 'Documents' tab.</li>
 <li>Open a document in PandaDoc.</li>
 <li>Click the 'Apps' icon within the document.&nbsp;</li>
 <li>Click on 'Attachments' from the Apps menu.&nbsp;</li>
 <li>Click 'Add attachment' to initiate the file upload process.&nbsp;</li>
 <li>Choose 'OneDrive' from the list of cloud storage options.</li>
 <li>Click 'Connect to OneDrive' to log in to your OneDrive account and select the desired file from your OneDrive.</li>
</ol>

How to Access OneDrive Files in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a019b243f01ed60a4f6b7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Navigate to the document or template where you want to add the signature field.</li>
 <li>On the right-hand side, click on the content panel to expand it.</li>
 <li>Select the 'Signature' field.</li>
 <li>Drag and drop the 'Signature' field from the Fields tab to the desired location in your document.</li>
 <li>Ensure the 'Signature' field is placed where the recipient needs to sign.</li>
 <li>Click on the eye icon to view the document and make sure it looks good.</li>
 <li>The signature field will automatically be applied to the document. </li>
 <li>After placing all necessary fields, click 'Send'. </li>
 <li>Choose how to send the document to the designated recipients for signing.</li>
</ol>

How to Add a Signature Field in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2c9aa98365d08656ff11/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the document where you want to add recipient fields.</li>
 <li>In the document editor, look for the 'Fields' panel on the right-hand side.</li>
 <li>Ensure you have at least one recipient added to your document.</li>
 <li>Before placing the initial field, assign it to the appropriate recipient.</li>
 <li>From the 'Fields' panel, drag and drop the required fields onto the document.</li>
 <li>Each recipient should have their designated fields.</li>
 <li>Click 'Send' when your document is ready for signature.</li>
</ol>

How to Add Basic Recipient Fields in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ceca98365d0865703fa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the document or template where you want to add checkboxes.</li>
 <li>On the right-hand side, click on the content panel to expand it.</li>
 <li>Before placing the checkbox, assign it to the appropriate recipient.</li>
 <li>Click the 'Checkbox' field. </li>
 <li>Ensure the checkbox is placed where the recipient needs to make a selection.</li>
 <li>After placing all necessary fields, click 'Send'.</li>
 <li>By following these steps, you can effectively add and configure checkbox fields in your PandaDoc documents, enhancing the document completion process.</li>
</ol>

How to Add Checkboxes in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d4757f8f6cdddddd5a3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Navigate to the document or template where you want to add the date field.</li>
 <li>On the right-hand side, click on the content panel to expand it.</li>
 <li>Before placing the date field, assign it to the appropriate recipient</li>
 <li>Select the 'Date' field.</li>
 <li>Drag and drop the 'Date' field from the Fields tab to the desired location in your document.</li>
 <li>Ensure the field is placed where the recipient needs to input or view the date.</li>
 <li>After placing all necessary fields, click 'Send'.</li>
 <li>Choose how to send the document to the designated recipients for completion.</li>
</ol>

How to Add Date Fields in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e1bd673bd5aa8e5fff2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the document or template where you want to add initial fields.</li>
 <li>On the right-hand side, click on the content panel to expand it.</li>
 <li>Before placing the initial field, assign it to the appropriate recipient.</li>
 <li>Drag and drop the 'Initial' field from the Fields tab to the desired location in your document.</li>
 <li>Ensure the field is placed where the recipient needs to provide their initials.</li>
 <li>After placing all necessary fields, click 'Send'.</li>
 <li>By following these steps, you can effectively add and configure initial fields in your PandaDoc documents, enhancing the document completion process.</li>
</ol>

How to Add Initial Fields in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e63d673bd5aa8e604dd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Navigate to the document or template where you want to add signature fields.</li>
 <li>On the right-hand side, click on the content panel to expand it.</li>
 <li>Before placing signature fields, assign each field to the appropriate recipient.</li>
 <li>Click on the 'Signature' field button.</li>
 <li>Drag and drop the 'Signature' field from the Fields tab to the desired locations in your document.</li>
 <li>Ensure each signature field is assigned to the correct recipient.</li>
 <li>After placing all necessary fields, click 'Send'.</li>
 <li>Choose how to send the document to the designated recipients for signing.</li>
</ol>

How to Add Multiple Signature Fields in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f00d673bd5aa8e612a9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Navigate to the document or template where you want to add text fields.</li>
 <li>Click on the add icon to add a text field.</li>
 <li>Select 'Text' from the drop-down menu.</li>
 <li>Drag and drop the 'Text' field and type the text in the empty field.</li>
 <li>After placing all necessary fields, click 'Send'.</li>
 <li>By following these steps, you can effectively add and configure text fields in your PandaDoc documents, ensuring accurate data entry and enhancing the document completion process.</li>
</ol>

How to Add Text Fields in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a335aab56e05a00fd76ed/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To install the Chrome extension, first, go to your PandaDoc account and select 'Settings'. </li>
 <li>Click 'Integrations'.</li>
 <li>Click on 'Nutshell'. </li>
 <li>Click 'Install Chrome Extension' to initiate the process. </li>
 <li>Hit 'Add to Chrome'.</li>
 <li>To confirm the action, click 'Add extension'.</li>
 <li>By following these steps, you can effectively connect and utilize the PandaDoc Chrome extension to streamline your document processes across various platforms.</li>
</ol>

How to Connect Chrome Extension to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3376ab56e05a00fd79f9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In your PandaDoc interface, navigate to 'Settings'.</li>
 <li>Select 'Integrations' from the menu.</li>
 <li>Under the 'Integrations' section, locate and select 'eSignatures for Chrome'.</li>
 <li>Click 'Install' to initiate the integration process.</li>
 <li>Click 'Login with PandaDoc' to connect the Chrome extension to your PandaDoc account.</li>
 <li>Select 'Authorize' to grant the necessary permissions for integration.</li>
 <li>The integration is now complete. eSignatures for Chrome is successfully connected to PandaDoc.</li>
</ol>

How to Connect Digital Signatures to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3388ab56e05a00fd7be5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Dropbox' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Dropbox account.</li>
 <li>Map your trigger details and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Select an action event.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Dropbox to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33a0ab56e05a00fd7e02/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Chrome Web Store'. Click the search bar. </li>
 <li>Search for "PandaDoc for Gmail" and click on it. </li>
 <li>Click 'Add to Chrome' and follow the prompts to install it.</li>
 <li>Select 'Add extension' to proceed.</li>
 <li>To connect the PandaDoc in Gmail, click 'Login with PandaDoc'.</li>
 <li>Click 'Authorize' to allow Gmail access to your PandaDoc account.</li>
 <li>Once connected, click 'Go to Gmail'. </li>
 <li>Click the PandaDoc icon in the right-hand panel and you can send documents via Gmail to PandaDoc.</li>
</ol>

How to Connect Gmail to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33b3ab56e05a00fd7ff1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Google document and navigate to the 'Extensions' tab.</li>
 <li>Select 'Add-ons'. </li>
 <li>Then, click 'Get add-ons'.</li>
 <li>You will be redirected to the Google Workspace Marketplace. </li>
 <li>Use the search bar to locate 'PandaDoc for Google Docs'.</li>
 <li>Click on 'PandaDoc for Google Drive' from the results. </li>
 <li>Select the 'Install' button to begin the integration process.</li>
 <li>Choose the Google account you wish to use with PandaDoc.</li>
 <li>Grant the necessary permissions by selecting 'Allow'.</li>
 <li>Once completed, PandaDoc will be successfully integrated with Google Docs, enabling seamless document management and e-signature capabilities.</li>
</ol>

How to Connect Google Docs to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33b6ab56e05a00fd804d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Google Drive' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Google Drive account.</li>
 <li>Map your trigger details.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Google Drive to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33cfab56e05a00fd830f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to your HubSpot account. Click on the Marketplace icon.</li>
 <li>Select 'Apps'.</li>
 <li>In the search bar, type 'PandaDoc' and select it from the results.</li>
 <li>Click 'Install app'.</li>
 <li>Click on 'Choose Account'. </li>
 <li>Click 'Connect App' and follow the prompts to log into your PandaDoc account.</li>
 <li>A notification pops up once the authentication has been successfully accomplished.</li>
</ol>

How to Connect HubSpot Free CRM to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a341dab56e05a00fd892c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your PandaDoc account and select 'Settings'.</li>
 <li>Click 'Integrations'.</li>
 <li>Click 'Microsoft Word' to connect Microsoft Office with PandaDoc.</li>
 <li>Click 'Install'.</li>
 <li>Select 'Get it now'.</li>
 <li>Fill in the empty field. </li>
 <li>Provide the important details and click 'Get it now'.</li>
 <li>Click 'Open in Word'.</li>
 <li>You can now use the PandaDoc toolbar to send the document to PandaDoc for further customization, electronic signatures, or approvals.</li>
</ol>

How to Connect Microsoft Office to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a342dab56e05a00fd8aed/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'OneDrive' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your OneDrive account.</li>
 <li>Map your trigger details and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect OneDrive to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3430ab56e05a00fd8b64/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Outlook' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Outlook account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Outlook to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3432ab56e05a00fd8b98/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the Google Play Store on your device.</li>
 <li>Tap the search icon.</li>
 <li>Enter 'PandaDoc' in the search bar. Select the official PandaDoc app from the results.</li>
 <li>Tap 'Install' to download and install the application.</li>
</ol>

How to Connect PandaDoc to Android

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3433ab56e05a00fd8bb0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your PandaDoc account and go to 'Settings'.</li>
 <li>Click 'Billing'.</li>
 <li>Click on 'Payment details'.</li>
 <li>Select 'Add payment method'.</li>
 <li>Select 'PayPal' as your payment method.</li>
 <li>To confirm, click 'Save new payment method'. </li>
</ol>

How to Connect PayPal to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a34c1ab56e05a00fd933c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for PandaDoc for Salesforce.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Pandadoc salesforce integration

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<h2>Guide</h2>

<ol>
 <li>Click on 'Templates' in the left menu.</li>
 <li>Click on '+ Template'.</li>
 <li>Click on 'Select files' and upload your .docx file.</li>
 <li>Once uploaded, PandaDoc will attempt to convert your Word file into an editable document. Click 'Make it editable'.</li>
 <li>If the formatting needs adjustments, use the PandaDoc editor to modify text, add placeholders, and structure fields properly.</li>
 <li>You can now use this template for multiple documents by pre-filling customer details, signatures, and other required fields.</li>
</ol>

How to Convert Word Documents to PandaDoc Templates

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35bcab56e05a00fda333/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the PandaDoc dashboard, click '+ Create new'. </li>
 <li>Click 'Select files'.</li>
 <li>Select the file from your computer and click 'Open'. </li>
 <li>Click 'Make it editable' so PandaDoc will convert the Word document into an editable format.</li>
 <li>Add recipients and enter the email addresses of those who need to sign or review the document.</li>
 <li>Edit and customize the document. </li>
 <li>Add text, images, or other content as necessary.</li>
 <li>Click anywhere to type or paste text.</li>
 <li>Click the eye icon to ensure the document looks correct.</li>
 <li>Once your document is ready, click the three-dot menu at the top right.</li>
 <li>Select 'Download' from the drop-down menu.</li>
 <li>Select 'Download as .PDF'.</li>
 <li>The file will be saved to your computer as a PDF.</li>
</ol>

How to Convert Word to PDF in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35d8ab56e05a00fda5b2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Documents' in the left-hand menu.</li>
 <li>Find the document you want to copy. Click the three dot menu next to the document.</li>
 <li>Select 'Duplicate' from the dropdown menu.</li>
 <li>A notification pops up and a duplicate of the document will be created. </li>
</ol>

How to Copy Documents in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3921ab56e05a00fdf690/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab.</li>
 <li>Open the document where you want to add form fields.</li>
 <li>On the right-hand side, access the fields panel.</li>
 <li>Click and drag the required fields onto your document.</li>
 <li>Assign the field to a specific recipient.</li>
 <li>Adjust size and position for better alignment.</li>
 <li>Click the eye icon to review the document.</li>
 <li>Click 'Send' when ready for recipients to fill out the form. Now your document is ready for easy data collection</li>
</ol>

How to Create Basic Form Fields in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a398bab56e05a00fe00ce/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Documents' in the left-hand menu.</li>
 <li>Go to the 'Folders' section and click on the add icon to create a document folder.</li>
 <li>Type in a name for your folder.</li>
 <li>Click 'Create' to save the folder.</li>
 <li>Navigate to the 'Folders' section in the Documents page to view and manage your folders.</li>
</ol>

How to Create Document Folders in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a84ab56e05a00fe1a2b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your dashboard, click '+ Create document'.</li>
 <li>You can choose a template from the template library or start with a blank document.</li>
 <li>Select one that fits your needs and click 'Add item'. </li>
 <li>Add Recipients who need to view or sign the document.</li>
 <li>Click 'Continue'.</li>
 <li>Add content to your document, click anywhere to type or paste text.</li>
 <li>Drag and drop images or use the upload button.</li>
 <li>Click the eye icon to view your document and to check the final version.</li>
 <li>If everything looks good, click 'Send' via email or generate a sharable link.</li>
</ol>

How to Create Your First Document in PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Click 'Documents' in the left-hand menu.</li>
 <li>Locate the document you want to delete. Click the three-dot menu next to the document.</li>
 <li>Select 'Move to trash' from the dropdown menu.</li>
 <li>That’s it! Your document is now deleted in PandaDoc. Deleted documents are moved to the trash and can be restored if needed.</li>
 <li><h2 style={{"textAlign": "center"}}>Ready to Make an Impact?</h2>Thanks for exploring! Ready to see how this can work for you? Our team is here to help you get started.</li>
</ol>

How to Delete Documents in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c02ab56e05a00fe37d3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Documents' tab.</li>
 <li>Click 'Status' to find the document with a 'Completed' status.</li>
 <li>Select 'Completed'. </li>
 <li>Click 'Apply' to confirm.</li>
 <li>Click to open the document.</li>
 <li>Click on the three dot menu. </li>
 <li>Look for the 'Download' button.</li>
 <li>Choose 'Download as .PDF' to get the signed version.</li>
 <li>By following these steps, you’ll have your signed documents saved for record-keeping or sharing.</li>
</ol>

How to Download Signed Documents in PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Go to the 'Documents' tab.</li>
 <li>Open the document you want to send.</li>
 <li>Click on the recipients icon at the top-right corner of the document editor.</li>
 <li>Go to document settings and manage download permissions.</li>
 <li>Look for 'Download' and toggle it 'ON' to enable downloads or 'OFF' to disable them.</li>
</ol>

How to Enable/Disable Document Downloads in PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>At the top of the Documents list, you'll find filter options.</li>
 <li>You can filter documents based on date. Filter by modification, creation, or expiration dates.</li>
 <li>To filter documents by status, select documents based on their current status.</li>
 <li>Choose documents associated with specific team members.</li>
 <li>Filter documents sent to particular recipients.</li>
 <li>Click 'Apply' to proceed.</li>
 <li>By effectively using these filters, you can streamline your document management process in PandaDoc, making it easier to locate and organize your documents.</li>
</ol>

How to Filter Documents in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3edfab56e05a00fe6b64/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Click an existing document.</li>
 <li>Enter the email addresses of the individuals who need to sign the document.</li>
 <li>Select the 'Signature' field.</li>
 <li>Drag and drop the 'Signature' field into the document where signatures are required.</li>
 <li>Adjust the document layout, add additional fields, or include prefilled text.</li>
 <li>Click on the eye icon to view the document and make sure it looks good.</li>
 <li>The signature field will automatically be applied to the document. </li>
 <li>Click 'Send' to distribute the document to recipients for electronic signing.</li>
 <li>Choose how to send the document to the designated recipients for signing.</li>
</ol>

How to Get Electronic Signatures in PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Click the 'Documents' tab.</li>
 <li>Open a document in PandaDoc.</li>
 <li>Click the 'Apps' icon within the document.&nbsp;</li>
 <li>Click on 'Attachments' from the Apps menu.&nbsp;</li>
 <li>Click 'Add attachment' to initiate the file upload process.&nbsp;</li>
 <li>In the upload window, choose 'Google Drive' as your file source.&nbsp;</li>
 <li>Click 'Connect to Google Drive' to log in to your account and select the desired file from your Google Drive.</li>
</ol>

How to Import Documents from Google Drive to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fbcab56e05a00fe7c87/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the 'Documents' tab.</li>
 <li>Navigate to the document you want to add files to.&nbsp;</li>
 <li>Click the 'Apps' icon within the document.&nbsp;</li>
 <li>Click on 'Attachments' from the Apps menu.&nbsp;</li>
 <li>Click 'Add attachment' to initiate the file upload process.&nbsp;</li>
 <li>In the upload window, choose 'Dropbox' as your file source.&nbsp;</li>
 <li>Click 'Connect to Dropbox' to log in to your Dropbox account and select the files you want to import.&nbsp;</li>
</ol>

How to Import Files from Dropbox to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fbdab56e05a00fe7ca0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Google Docs, go to 'Extensions'.</li>
 <li>Select 'PandaDoc for Google Docs'.</li>
 <li>Click 'Sign with PandaDoc'.</li>
 <li>Click 'Connect with PandaDoc'. </li>
 <li>Click 'Authorize'. </li>
 <li>The document will now be available in PandaDoc for further editing and electronic signatures.</li>
</ol>

How to Import Google Docs to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fc8ab56e05a00fe7dc9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click '+ Create new'.</li>
 <li>Click 'Select files' to import word documents in PandaDoc.</li>
 <li>Once uploaded, PandaDoc will attempt to convert your Word file into an editable document. Click 'Make it editable'.</li>
 <li>You can use PandaDoc’s editor to add text fields, signature fields, and placeholders for interactive elements.</li>
 <li>You can either save the document as a template for future use or send it immediately for signatures.</li>
</ol>

How to Import Word Documents to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a419aab56e05a00fe9f17/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Google Chrome.</li>
 <li>Search for 'Chrome Web Store'.</li>
 <li>Go to the 'Chrome Web Store'.</li>
 <li>Search for 'PandaDoc' and select from the results.</li>
 <li>Click 'Add to Chrome'.</li>
 <li>To confirm, click 'Add extension'.</li>
 <li>Now you can use the PandaDoc Chrome Extension for easier document generation and signing. Follow these steps:</li>
</ol>

How to Integrate Chrome with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4249ab56e05a00feae03/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open PandaDoc and go to the 'Documents' tab.</li>
 <li>Click '+ Document'.</li>
 <li>Go to 'Import From' and select 'Dropbox'.</li>
 <li>Click 'Connect to Dropbox'.</li>
 <li>Click 'Allow' to grant PandaDoc permission to access your Dropbox files.</li>
</ol>

How to Integrate Dropbox with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4251ab56e05a00feaecc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your PandaDoc interface, click 'Settings'.</li>
 <li>Click 'Integrations'.</li>
 <li>Under 'Integrations', select 'eSignatures for Chrome'.</li>
 <li>Click 'Install' to proceed.</li>
 <li>Simply click 'Login with PandaDoc' to connect your new Chrome extension.</li>
 <li>Select 'Authorize' to allow access between PandaDoc and eSignatures for Chrome.</li>
 <li>That's it! You have successfully integrated eSignatures with PandaDoc.</li>
</ol>

How to Integrate eSignatures with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4276ab56e05a00feb1fb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Gmail' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Gmail account.</li>
 <li>Map your trigger details.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Click 'Authorize' to access PandaDoc.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Integrate Gmail with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a427fab56e05a00feb2c4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Google document, go to the 'Extensions' tab.</li>
 <li>Select 'Add-ons'.</li>
 <li>Click 'Get add-ons'.</li>
 <li>You will be directed to the Google Workspace Marketplace, click on the search bar.</li>
 <li>Type and select 'PandaDoc for Google Docs'.</li>
 <li>Click 'PandaDoc for Google Drive'.</li>
 <li>Click the 'Install' button to initiate integration.</li>
 <li>Select an account to continue with PandaDoc.</li>
 <li>Select 'Allow' to authorize PandaDoc.</li>
 <li>That's it! You have successfully integrated Google Docs with PandaDoc. </li>
</ol>

How to Integrate Google Docs with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4283ab56e05a00feb320/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your 'Google Apps' and click on it.</li>
 <li>Select 'Google Drive'.</li>
 <li>Click the plus icon to get add-ons.</li>
 <li>Go to the search bar and enter 'PandaDoc' in the Google Workspace Marketplace.</li>
 <li>Select 'PandaDoc for Google Workspace'.</li>
 <li>Click 'Install' and authorize to connect Google Drive to the PandaDoc add-on.</li>
</ol>

How to Integrate Google Drive with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a431cab56e05a00febd31/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "PandaDoc" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>You will be directed to Login to PandaDoc account.</li>
 <li>Select your HubSpot account and hit Connect.</li>
 <li>Accept the terms and hit the Connect app button.</li>
 <li>You will receive a success message upon successful integration.</li>
 <li>Head back to HubSpot and open any record, such as a Deal, Contact, or Company.</li>
 <li>On the right side (scroll down) of your screen, you should see a new PandaDoc module.</li>
</ol>

Pandadoc hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4461ab56e05a00fed652/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch Microsoft Word on your computer.</li>
 <li>Navigate to the 'Home' tab in the toolbar.</li>
 <li>Click on 'Get Add-ins' to access the Microsoft Office Add-ins Store.</li>
 <li>In the search bar, enter 'PandaDoc' and press Enter.</li>
 <li>Select 'PandaDoc for Word', then click 'Add' to install the add-in.</li>
 <li>By completing these steps, you will successfully integrate Microsoft Office with PandaDoc, enabling a seamless document workflow and enhanced e-signature functionality.</li>
</ol>

How to Integrate Microsoft Office with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44d8ab56e05a00fee590/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open PandaDoc and go to the 'Documents' tab.</li>
 <li>Click '+ Document'.</li>
 <li>Go to the 'Import From' and select 'OneDrive'.</li>
 <li>Click 'Connect to 'OneDrive'.</li>
 <li>Click 'Accept' to grant PandaDoc permission to access your OneDrive files.</li>
</ol>

How to Integrate OneDrive with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44dbab56e05a00fee5ef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Outlook' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Outlook account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Integrate Outlook with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44dfab56e05a00fee653/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel, then click 'Apps'.</li>
 <li>Search for 'PandaDoc' and select it from the suggested results.</li>
 <li>After that, head over to the top-right corner and click 'Add an Account'.</li>
 <li>Tap 'Connect' afterwards, then log into your PandaDoc account.</li>
 <li>Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.</li>
 <li>Click 'Close' afterwards.</li>
 <li>After completing these steps, your PandaDoc account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate PandaDoc with ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Open the Google Play Store on your website.</li>
 <li>Click on the search icon.</li>
 <li>Search for 'PandaDoc' and select the app developed by PandaDoc.</li>
 <li>Tap 'Install' to download and install the application.</li>
</ol>

How to Integrate PandaDoc with Android

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<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'PandaDoc' and select it as the Trigger app.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your PandaDoc account.</li>
 <li>Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.</li>
 <li>Click 'Continue' to proceed.</li>
 <li>Provide the required information to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue'.</li>
 <li>Tap 'Test Trigger' to run your inputs.</li>
 <li>Click 'Continue' afterwards.</li>
 <li>Following that, find 'Dropbox' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and choose the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' and then log into your Dropbox account.</li>
 <li>Once done, click 'Continue'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Following that, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your PandaDoc account will be integrated instantly with Dropbox.</li>
</ol>

How to Integrate PandaDoc with Dropbox

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44e9ab56e05a00fee70d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your PandaDoc account and go to 'Settings'. </li>
 <li>Click 'Integrations'.</li>
 <li>Go to 'Payment gateways' and find 'PayPal'.</li>
 <li>Click on 'Connect'.</li>
 <li>Fill in the empty field for your email. </li>
 <li>Click 'Next' to proceed. </li>
 <li>Provide the password for your email to log in to your Paypal account.</li>
 <li>Click 'Log in' to confirm.</li>
 <li>Click 'Agree and Connect' to apply the payment changes. Now you can use Paypal as your preferred payment processor.</li>
</ol>

How to Integrate PayPal with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4517ab56e05a00feeaf4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Pandadoc" in the search bar.</li>
 <li>Find "Pandadoc”, then click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Customize the user selection then click “Next.”</li>
 <li>Click "Allow and Install" to complete the integration.</li>
 <li>By following these steps, you can integrate Pipedrive with Pandadoc to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Pandadoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a45abab56e05a00fefbdd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to your PandaDoc account and go to your account settings located at the lower left corner of your dashboard.</li>
 <li>Select 'Integrations'.</li>
 <li>Scroll down and select 'Slack'.</li>
 <li>Click 'Install'.</li>
 <li>Click the 'Add to Slack' button.</li>
 <li>Select 'Authorize'.</li>
 <li>Select 'Allow' to grant PandaDoc access to your Slack workspace.</li>
 <li>That's it! You have successfully integrated Slack with PandaDoc.</li>
 <li>By leveraging this integration, you can enhance collaboration and keep everyone on the same page.</li>
</ol>

How to Integrate Slack with PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4819ab56e05a00ff2cba/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel, then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, tap the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'PandaDoc' and select it from the recommended matches.</li>
 <li>Next, specify the 'Trigger Event' you wish to use.</li>
 <li>Tap 'Sign In' afterwards and then log into your PandaDoc account.</li>
 <li>Subsequently, click 'Authorize' to accept the terms and grant the necessary permissions.</li>
 <li>Submit the required information to set up the Trigger accordingly.</li>
 <li>Once done, tap 'Continue' to run your input and test the Trigger.</li>
 <li>Click 'Continue' one more time to proceed further.</li>
 <li>Following that, search for 'HubSpot' and choose it as the Action app.</li>
 <li>Next, click the pull-down menu and pick the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards and then log into your HubSpot account.</li>
 <li>Subsequently, choose the specific HubSpot account you want to link to PandaDoc and then tap 'Choose Account'.</li>
 <li>Agree with the associated terms and tap 'Connect App' to proceed.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your PandaDoc account will be linked instantly to HubSpot. </li>
</ol>

How to Link PandaDoc to HubSpot Using Zapier

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<h2>Guide</h2>

<ol>
 <li>Click 'Documents' in the left-hand menu.</li>
 <li>Find the document you want to move. Click the three dot menu next to the document.</li>
 <li>Click 'Move'. </li>
 <li>Choose the destination folder from the list.</li>
 <li>Click 'Move here' to confirm.</li>
 <li>That’s it! Your document is now organized in the correct folder.</li>
</ol>

How to Move Documents Between Folders in PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Go to the 'Folder' section.</li>
 <li>Select a folder you want to organize.</li>
 <li>Click the order icon to change the list order.</li>
 <li>Select 'Documents first'</li>
</ol>

How to Organize Documents in Folders in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a9aab56e05a00ff5be2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Documents' in the left-hand menu.</li>
 <li>Find and click on the document you want to preview.</li>
 <li>Once the document is open, click on the eye icon to enter preview mode.</li>
 <li>The document will display exactly how the recipient will see it. You can now ensure everything looks perfect before sending the document.</li>
</ol>

How to Preview Documents in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4aa9ab56e05a00ff5ca0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Documents' in the left-hand menu.</li>
 <li>Find and open the document you want to print.</li>
 <li>Click the three-dot menu in the top-right corner.</li>
 <li>Select 'Print' from the drop-down menu.</li>
 <li>Open the downloaded PDF file on your computer and click on the 'Print' icon.</li>
 <li>Click 'Print'. That’s it! Your PandaDoc document is now printed.</li>
</ol>

How to Print Documents from PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4c53ab56e05a00ff7c94/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Documents' in the left-hand menu.</li>
 <li>Find the document you want to rename. Click the three dot menu next to the document.</li>
 <li>Select 'Rename'.</li>
 <li>Type in the new name in the empty field.</li>
 <li>Click 'Save'.</li>
 <li>The new document name will be updated instantly.</li>
</ol>

How to Rename Documents in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4d18ab56e05a00ff8b3a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Locate the 'Search' bar at the top.</li>
 <li>Type in keywords, document names, recipient names, or even specific phrases from within a document.</li>
 <li>Results will appear in real-time as you type.</li>
 <li>Using these methods, you can quickly locate any document in PandaDoc without wasting time.</li>
</ol>

How to Search for Documents in PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Go to the 'Documents' tab.</li>
 <li>Find the document you want to remind the recipient about. Click on the document to open it.</li>
 <li>Locate the three dot menu and click on it.</li>
 <li>Click 'Settings'.</li>
 <li>Select 'Reminders'.</li>
 <li>Toggle the 'Automatic Reminders' option.</li>
 <li>Select how to deliver your reminder. </li>
 <li>Set the reminder frequency.</li>
 <li>Click 'Apply' to proceed.</li>
 <li>Using these methods, you can ensure recipients don’t forget to complete their documents.</li>
</ol>

How to Send Reminder Emails in PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Go to the 'Documents' tab.</li>
 <li>Open the document you want to send.</li>
 <li>Click on the recipients icon at the top-right corner of the document editor.</li>
 <li>Toggle on the 'Set Signing Order' option.</li>
 <li>Now, recipients will receive the document in the specified order, and each must sign before the next person gets access.</li>
</ol>

How to Set Basic Signing Order in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4dbaab56e05a00ff9618/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the document you want to set an expiration date for.</li>
 <li>Click the three dot menu in the top right corner.</li>
 <li>Select 'Settings' from the dropdown.</li>
 <li>Find the 'Expiration' option and click on it.</li>
 <li>Select the date when the document should expire.</li>
 <li>Click 'Apply' to save the expiration setting.</li>
 <li>When sending the document, recipients will see the expiration notice. Now your documents will be automatically managed based on deadlines.</li>
</ol>

How to Set Document Expiration Dates in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4e95ab56e05a00ffa75c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab on the left-hand panel.</li>
 <li>Open an existing one that requires signatures.</li>
 <li>In the document editor, locate the 'Recipients' section.</li>
 <li>Assign each signature field to the appropriate recipient by selecting their name from the dropdown menu associated with the field.</li>
 <li>Click the 'Send' button at the top of the page.</li>
 <li>In the sending options, choose 'Email' to send the document directly to the recipients' inboxes.</li>
</ol>

How to Share Documents for Signing in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4edcab56e05a00ffabff/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the PandaDoc website and click 'Start free 14-day trial' to create a free account.</li>
 <li>Provide your personal details and click 'Start using PandaDoc'.</li>
 <li>Join or create an organization based on your needs. </li>
 <li>Invite your teammates to your new workspace.</li>
 <li>That's it! You can now use PandaDoc to create, manage, track, and electronically sign documents.</li>
</ol>

How to Sign Up for PandaDoc Free Account

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ee4ab56e05a00ffacd0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' section in your PandaDoc account.</li>
 <li>You can use 'Folders' to sort documents in PandaDoc. Drag and drop documents into the folders for better organization.</li>
 <li>Click on the filters to sort documents based on that criterion.</li>
 <li>By implementing these sorting and organizing strategies, you can enhance your workflow efficiency within PandaDoc.</li>
</ol>

How to Sort Documents in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4f9fab56e05a00ffbf8b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Documents' tab.</li>
 <li>Look at the 'Status' column to see document progress</li>
 <li>You can also use the filter option and select 'Status'.</li>
 <li>Choose a status that you want to track. </li>
 <li>Click 'Apply' to proceed. </li>
 <li>Using these methods, you can easily track document progress and take action when needed.</li>
</ol>

How to Track Document Status in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5081ab56e05a00ffd2c2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the PandaDoc dashboard, click '+ Create new'. </li>
 <li>Click 'Select files'.</li>
 <li>Assign them to recipients if multiple people need to fill them out.</li>
 <li>PandaDoc will process the file and open it for editing.</li>
 <li>Drag and drop signature, text, date, checkbox, or other fields onto the document.</li>
 <li>Click the eye icon to check everything.</li>
 <li>Once satisfied, click 'Send' to deliver the document.</li>
 <li>Decide how to send the PDF via email or generate a sharable link.</li>
</ol>

How to Upload a PDF to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5088ab56e05a00ffd371/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the PandaDoc dashboard, click '+ Create new'. </li>
 <li>Click 'Select files'.</li>
 <li>Select the file from your computer and click 'Open'. </li>
 <li>Click 'Make it editable' so PandaDoc will convert the Word document into an editable format.</li>
 <li>Add recipients and enter the email addresses of those who need to sign or review the document.</li>
 <li>Edit and customize the document. </li>
 <li>Add text, images, or other content as necessary.</li>
 <li>Click anywhere to type or paste text.</li>
 <li>Click the eye icon to ensure the document looks correct.</li>
 <li>Once everything is set, click 'Send' via email or generate a shareable link.</li>
 <li>Choose how you want to send your document via email or generated link. </li>
</ol>

How to Upload a Word Document to PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5218ab56e05a00fff239/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Once you’re connected, you will see the PandaDoc module ready to create new documents. Click on it. </li>
 <li>Select 'Go to Nutshell CRM'.</li>
 <li>In your Nutshell CRM, click 'Create new document' through Chrome extension.</li>
 <li>You need to select a template that you want to add. </li>
 <li>Click 'Add item'.</li>
 <li>Click 'Variables' in the right panel.</li>
 <li>Next, find the default role variables by the role name at the beginning. </li>
 <li>Go to the 'Settings' in your Nutshell account and select 'Variables'. </li>
 <li>Copy the variable name with the square brackets and add it to the template.</li>
</ol>

How to Use PandaDoc Browser Extension

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a52a5ab56e05a00fffe39/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Documents' tab.</li>
 <li>Click on the document you want to analyze.</li>
 <li>Once inside the document, find the 'Analytics' tab. Click on it to view tracking data.</li>
 <li>You can review the key metrics and track engagement.</li>
</ol>

How to View Basic Analytics in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a52a5ab56e05a00fffe53/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Documents' tab.</li>
 <li>Find and click on the document you want to check.</li>
 <li>Inside the document, click on the three dot menu.</li>
 <li>Click 'Version history'.</li>
 <li>You are now able to see a timeline of all actions taken.</li>
 <li>The 'Version History' will show when the document was created and if any edits were made and by whom.</li>
</ol>

How to View Document History in PandaDoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a535eab56e05a000011ad/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the 'Google Play Store' on your Android device.</li>
 <li>Tap the search icon.</li>
 <li>Enter 'PandaDoc' in the search bar. Select the official PandaDoc app from the results.</li>
 <li>Tap 'Install' to download and install the application.</li>
</ol>

PandaDoc Android Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a535eab56e05a000011c7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to your PandaDoc account and navigate to 'Settings'.</li>
 <li>Select 'Integrations' from the menu.</li>
 <li>Locate and click on 'Nutshell'.</li>
 <li>Click 'Install Chrome Extension' to begin the installation process.</li>
 <li>Click 'Add to Chrome' in the Chrome Web Store.</li>
 <li>Confirm the installation by selecting 'Add Extension'.</li>
 <li>By completing these steps, you can seamlessly integrate the PandaDoc Chrome extension, enhancing your document management workflow across multiple platforms.</li>
</ol>

PandaDoc Chrome Extension Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5360ab56e05a000011de/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open PandaDoc and navigate to the 'Documents' tab.</li>
 <li>Click '+ Document' to create a new document.</li>
 <li>Select 'Import From' and choose 'Dropbox' as the source.</li>
 <li>Click 'Connect to Dropbox' to initiate the integration.</li>
 <li>When prompted, click 'Allow' to grant PandaDoc permission to access your Dropbox files.</li>
</ol>

PandaDoc Dropbox Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5362ab56e05a000011f8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your PandaDoc interface and go to 'Settings'.</li>
 <li>Navigate to the 'Integrations' tab.</li>
 <li>Find 'eSignatures for Chrome' under the list of available integrations and select it.</li>
 <li>Click 'Install' to initiate the integration.</li>
 <li>Choose 'Login with PandaDoc' to link the Chrome extension to your account.</li>
 <li>Click 'Authorize' to grant the required permissions.</li>
 <li>Your integration is now successfully set up, 'eSignatures for Chrome' is ready to use with PandaDoc.</li>
</ol>

PandaDoc eSignature Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5368ab56e05a00001216/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Chrome Web Store'. Click the search bar. </li>
 <li>Search for 'PandaDoc for Gmail' and click on it.</li>
 <li>Click 'Add to Chrome' and follow the prompts to install it.</li>
 <li>Select 'Add extension' to proceed.</li>
 <li>To connect the PandaDoc in Gmail, click 'Login with PandaDoc'.</li>
 <li>Click 'Authorize' to allow Gmail access to your PandaDoc account.</li>
 <li>Once connected, click 'Go to Gmail'. </li>
 <li>Click the PandaDoc icon in the right-hand panel and you can send documents via Gmail to PandaDoc.</li>
</ol>

PandaDoc Gmail Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536aab56e05a0000123c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch 'Google Docs' and open any document where you want to enable the PandaDoc integration. At the top menu bar, click on 'Extensions' to access the add-ons management section.</li>
 <li>From the drop-down menu, select 'Add-ons'.</li>
 <li>Click 'Get add-ons'.</li>
 <li>This will redirect you to the 'Google Workspace Marketplace', where you can find various third-party integrations.</li>
 <li>In the Google Workspace Marketplace, click on the search bar at the top. Type 'PandaDoc for Google Docs'.</li>
 <li>Select the appropriate option from the search results.</li>
 <li>Select the 'Install' button to begin the integration process.</li>
 <li>You will be prompted to select the Google account you wish to connect with PandaDoc.</li>
 <li>After selecting your account, click 'Allow' to grant the necessary permissions for the integration to function properly.</li>
 <li>By following these steps, you have successfully integrated PandaDoc with Google Docs, enhancing your document workflow with powerful e-signature and automation tools.</li>
</ol>

PandaDoc Google Docs Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536bab56e05a00001258/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to PandaDoc and select 'Settings'. </li>
 <li>Select 'Integrations'.</li>
 <li>Scroll down to 'Collaboration and more' and select 'Google Workspace'.</li>
 <li>Click 'Install'.</li>
 <li>You'll be directed to 'Google Workspace Marketplace' and click 'Install' to proceed.</li>
 <li>Click 'Continue' to grant PandaDoc permission to access your Google Drive files.</li>
</ol>

PandaDoc Google Drive Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536cab56e05a00001277/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to your PandaDoc account and navigate to 'Settings'.</li>
 <li>Select 'Integrations' from the menu.</li>
 <li>Locate 'HubSpot' in the list of available integrations and click on it.</li>
 <li>Click 'Connect' to begin the integration process.</li>
 <li>Select the HubSpot account you want to connect.</li>
 <li>Once logged in, select an account. </li>
 <li>Once authenticated, select the appropriate account and click 'Connect app' to finalize the integration.</li>
 <li>Your PandaDoc and HubSpot accounts are now successfully integrated.</li>
</ol>

PandaDoc HubSpot Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536cab56e05a00001297/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Microsoft Word on your computer.</li>
 <li>Go to the 'Home' tab.</li>
 <li>Click 'Get Add-ins'.</li>
 <li>In the search bar, type 'PandaDoc' and press Enter.</li>
 <li>Click 'Add' to install the PandaDoc for Word add-in.</li>
 <li>By following these steps, you can successfully connect Microsoft Office to PandaDoc, enhancing your document workflow and e-signature capabilities.</li>
</ol>

PandaDoc Microsoft Office Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536dab56e05a000012ad/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open PandaDoc and navigate to the 'Documents' tab.</li>
 <li>Click '+ Document' to create a new document.</li>
 <li>Select 'Import From' and choose 'OneDrive' as the source.</li>
 <li>Click 'Connect to OneDrive' to initiate the integration.</li>
 <li>When prompted, click 'Accept' to grant PandaDoc permission to access your OneDrive files.</li>
</ol>

PandaDoc OneDrive Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536eab56e05a000012d8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a new zap.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Outlook' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Outlook account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'PandaDoc' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your PandaDoc account.</li>
 <li>Configure the action details.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

PandaDoc Outlook Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a536fab56e05a000012fc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to your PandaDoc account and navigate to 'Settings'.</li>
 <li>Select 'Integrations'.</li>
 <li>Go to 'Payment Gateways' and locate 'PayPal'.</li>
 <li>Click 'Connect'.</li>
 <li>Enter your PayPal email address in the designated field and click 'Next'.</li>
 <li>Provide your PayPal account password to log in.</li>
 <li>Click 'Log in' to confirm your credentials.</li>
 <li>Select 'Agree and Connect' to finalize the integration. Once completed, PayPal will be set as your preferred payment processor, allowing you to seamlessly collect payments through PandaDoc.</li>
</ol>

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