Guide

1. On the PandaDoc dashboard, click '+ Create new'.

2. Click 'Select files'.

3. Assign them to recipients if multiple people need to fill them out.

4. PandaDoc will process the file and open it for editing.

5. Drag and drop signature, text, date, checkbox, or other fields onto the document.

6. Click the eye icon to check everything.

7. Once satisfied, click 'Send' to deliver the document.

8. Decide how to send the PDF via email or generate a sharable link.