How to Create Your First Document in PandaDoc
- George Apostolov
How to Create Your First Document in PandaDoc: step-by-step guide
On your dashboard, click '+ Create document'.
You can choose a template from the template library or start with a blank document.
Select one that fits your needs and click 'Add item'.
Add Recipients who need to view or sign the document.
Click 'Continue'.
Add content to your document, click anywhere to type or paste text.
Drag and drop images or use the upload button.
Click the eye icon to view your document and to check the final version.
If everything looks good, click 'Send' via email or generate a sharable link.
Quick answer: To create your first document in PandaDoc, click '+ Create document' on your dashboard, choose a template or blank document, and click 'Add item'. Next, add recipients, click 'Continue', add content by typing, pasting, or adding images, click the eye icon to review, and click 'Send' or generate a link.
About this PandaDoc tutorial
Start building your first PandaDoc document today by choosing templates, adding recipients, inserting content, and sending it via email or link. This guide shows how to create Your First Document in PandaDoc in 9 steps, starting with "On your dashboard, click '+ Create document'" and finishing with "If everything looks good, click 'Send' via email or generate a sharable link". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Your First Document in PandaDoc?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Delete Documents in PandaDoc, How to Download Signed Documents in PandaDoc and How to Enable/Disable Document Downloads in PandaDoc. Last reviewed 05 Oct 2026.
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