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class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_01HBH2DP5NRHAS7ZZ2A7MKRV78" href="#h_01HBH2DP5NRHAS7ZZ2A7MKRV78" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_01HBGZZS3BCTM3GYDPW08WECPZ" href="#h_01HBGZZS3BCTM3GYDPW08WECPZ" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_01HBH02AKP9YNGF5J7PA0109NE" href="#h_01HBH02AKP9YNGF5J7PA0109NE" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_01HBH0AS8XM28CAYTVMP9P164T" href="#h_01HBH0AS8XM28CAYTVMP9P164T" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_01HBZVAF3JVP0RJQ8MBY8MDMN0" href="#h_01HBZVAF3JVP0RJQ8MBY8MDMN0" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_01HBH1P9FR8HV22TFDJBAH5BFF" href="#h_01HBH1P9FR8HV22TFDJBAH5BFF" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_01HBH1WS1E8JH55AP84011FWNC" href="#h_01HBH1WS1E8JH55AP84011FWNC" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get familiar with the PandaDoc terminology to better understand our training and Help Center materials.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01HBH2DP5NRHAS7ZZ2A7MKRV78">Skip to:</h1></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="#h_01HBGZZS3BCTM3GYDPW08WECPZ">Foundational objects</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="#h_01HBH02AKP9YNGF5J7PA0109NE">Editor objects</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="#h_01HBH0AS8XM28CAYTVMP9P164T">Types of blocks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="#h_01HBZVAF3JVP0RJQ8MBY8MDMN0">Types of fields</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="#h_01HBH1P9FR8HV22TFDJBAH5BFF">Types of variables</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="#h_01HBH1WS1E8JH55AP84011FWNC">Other key objects in the app </a></p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01HBGZZS3BCTM3GYDPW08WECPZ">Foundational objects</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119728/f4a045feed15695727891d28/18702174018839?expires=1739795400&signature=74dcecaabc20bada3022bcaa3f7ec09b75db9d3752691b1d3b3b06b03df0f3ac&req=dSEkHsh%2FlIZdUfMW1HO4zdUBpS9Ur5FO7fpgCBJg%2FNSdmHn1KvMuSWvrwhAL%0AqCJd%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119728/f4a045feed15695727891d28/18702174018839?expires=1739795400&signature=74dcecaabc20bada3022bcaa3f7ec09b75db9d3752691b1d3b3b06b03df0f3ac&req=dSEkHsh%2FlIZdUfMW1HO4zdUBpS9Ur5FO7fpgCBJg%2FNSdmHn1KvMuSWvrwhAL%0AqCJd%0A" alt="Documents-1.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119724/f0a2b1eb55d83b8304ea2ce4/18702174024599?expires=1739795400&signature=d62ebceac3a4b28da2b0f3d30b8bbe5d2c20a59d724c934e28230c77b3dabec8&req=dSEkHsh%2FlIZdXfMW1HO4zcNwcE5alO0kgbVf4SPhssM3zqa1gvbRFLi7ln%2Fg%0A1N7S%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119724/f0a2b1eb55d83b8304ea2ce4/18702174024599?expires=1739795400&signature=d62ebceac3a4b28da2b0f3d30b8bbe5d2c20a59d724c934e28230c77b3dabec8&req=dSEkHsh%2FlIZdXfMW1HO4zcNwcE5alO0kgbVf4SPhssM3zqa1gvbRFLi7ln%2Fg%0A1N7S%0A" alt="Templates (1).png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Documents</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A PandaDoc Document is a single-use document that you <a href="https://support.pandadoc.com/en/articles/9714623">create</a> and <a href="https://support.pandadoc.com/en/articles/9714673">send</a> via PandaDoc out to to specific people. We use the word "document" in contrast to templates, content library items, and forms.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Templates</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A PandaDoc <a href="https://support.pandadoc.com/en/articles/9714616">template</a> is a master copy of your key document (your typical Proposal, Agreement, Contract, etc.) that you pre-build so you can generate documents faster than creating every new document from scratch each time.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119730/53798ce4c289da5ce720f707/18702174025879?expires=1739795400&signature=f497cb36a338cb858313dcdd30fbe4c76b205fdebd1c3584c7955539953c0554&req=dSEkHsh%2FlIZcWfMW1HO4zYFsMUZWnae%2Bp%2BC0rMYoL5A6L3fSKfccchO7TsQB%0AfZGZ%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119730/53798ce4c289da5ce720f707/18702174025879?expires=1739795400&signature=f497cb36a338cb858313dcdd30fbe4c76b205fdebd1c3584c7955539953c0554&req=dSEkHsh%2FlIZcWfMW1HO4zYFsMUZWnae%2Bp%2BC0rMYoL5A6L3fSKfccchO7TsQB%0AfZGZ%0A" alt="Content_Library_Items.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119727/da9b73bb430bbc61bbb4a020/18702191960471?expires=1739795400&signature=d8c571ad113d7c8130d1a23938b9b08ef4af43fcea5c573725fe52ddac26c092&req=dSEkHsh%2FlIZdXvMW1HO4zcdszkEzslxbN6xFZnSe9s%2BwAgLVjfvB22%2FlSBil%0A6Apd%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119727/da9b73bb430bbc61bbb4a020/18702191960471?expires=1739795400&signature=d8c571ad113d7c8130d1a23938b9b08ef4af43fcea5c573725fe52ddac26c092&req=dSEkHsh%2FlIZdXvMW1HO4zcdszkEzslxbN6xFZnSe9s%2BwAgLVjfvB22%2FlSBil%0A6Apd%0A" alt="Forms-1.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Content library items</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://support.pandadoc.com/en/articles/9714631">Content library </a>items are modular chunks of saved content that you can insert throughout documents on an as-needed basis. You can also use our <a href="https://support.pandadoc.com/en/articles/9714634">Smart Content</a> feature to set up conditional logic to insert pre-built content library items into documents automatically.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Forms </b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://support.pandadoc.com/en/articles/9714641">Forms</a> are designed to collect information and electronic signatures from your recipients. You can share a PandaDoc Form via a direct link or by embedding it on your website — no coding necessary.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b> </b></p></div></td></tr></tbody></table></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01HBH02AKP9YNGF5J7PA0109NE">Editor objects</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119749/0b7ad0f80128bea55760b762/18707264272919?expires=1739795400&signature=49601a394da812cae18a32a7478247624e7dfae42525da5c62946377401de3ee&req=dSEkHsh%2FlIZbUPMW1HO4zYK2gX7xZwjlpM6tLknWXExkYg74mdVJQ7gWr7xF%0AfwwF%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119749/0b7ad0f80128bea55760b762/18707264272919?expires=1739795400&signature=49601a394da812cae18a32a7478247624e7dfae42525da5c62946377401de3ee&req=dSEkHsh%2FlIZbUPMW1HO4zYK2gX7xZwjlpM6tLknWXExkYg74mdVJQ7gWr7xF%0AfwwF%0A" alt="Blocks.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119746/371fc944c797643e4f06d674/18707264277911?expires=1739795400&signature=195d4dd32d1daf733db4ae92b91b2bc751cefe7166c248252c0caa926bf9e1b4&req=dSEkHsh%2FlIZbX%2FMW1HO4zeL28JlyApZ9EAd7EcreYrwlNcUTVli3WUYLaHCW%0ACCLo%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119746/371fc944c797643e4f06d674/18707264277911?expires=1739795400&signature=195d4dd32d1daf733db4ae92b91b2bc751cefe7166c248252c0caa926bf9e1b4&req=dSEkHsh%2FlIZbX%2FMW1HO4zeL28JlyApZ9EAd7EcreYrwlNcUTVli3WUYLaHCW%0ACCLo%0A" alt="Fillable_Fields.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Blocks</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>These drag-and-drop elements are for <a href="https://support.pandadoc.com/en/articles/9714573">building the content</a> of your Template (or Document). For example, a text block will allow you to add the text for your Template, a Table of contents block will allow you to auto-create the table of content for your template (document), etc.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Fillable fields</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>These are drag-and-drop elements overlaid on the top of your document. They’re used to collect information from your recipient, like when they have to fill out a form. The most popular <a href="https://support.pandadoc.com/en/articles/9714583">field</a> is the Signature field which you will use as an eSignature tool.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119745/3d764c79e8d3473219a20c96/18707248601879?expires=1739795400&signature=f25ab8f759a76f7f91729baa4a8b18d67352585b695cd15f8a33ca5596a14e5b&req=dSEkHsh%2FlIZbXPMW1HO4zcgoR%2BpZlZOvx%2FNlrgI0naBEBuRmjz1owNbATRz6%0AP4EI%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119745/3d764c79e8d3473219a20c96/18707248601879?expires=1739795400&signature=f25ab8f759a76f7f91729baa4a8b18d67352585b695cd15f8a33ca5596a14e5b&req=dSEkHsh%2FlIZbXPMW1HO4zcgoR%2BpZlZOvx%2FNlrgI0naBEBuRmjz1owNbATRz6%0AP4EI%0A" alt="Variables.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119747/dc7d5585308e74425fe2fa7e/18707248602903?expires=1739795400&signature=8cba9d53f2a4498da512f6ea97e713509d71e25bd71958321f145886401ac608&req=dSEkHsh%2FlIZbXvMW1HO4zU0lUwWsoJUQxZCDRNPNeJItZ73W0%2FBr3ccNK8Hm%0A89LF%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119747/dc7d5585308e74425fe2fa7e/18707248602903?expires=1739795400&signature=8cba9d53f2a4498da512f6ea97e713509d71e25bd71958321f145886401ac608&req=dSEkHsh%2FlIZbXvMW1HO4zU0lUwWsoJUQxZCDRNPNeJItZ73W0%2FBr3ccNK8Hm%0A89LF%0A" alt="Template_Roles.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Variables</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://support.pandadoc.com/en/articles/9714599">Variables</a> are text placeholders, designed to help you auto-fill any dynamic information in your document. For example, a document is prepared for [Client.FirstName]. Variables can be created on both templates and documents.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Template roles</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Template Roles are placeholders in a template that will be assigned to recipients when a document is created. Using template roles makes it easy to pre-assign fields and auto-fill variables to save time and clicks. <a href="https://support.pandadoc.com/en/articles/9714620">Template roles</a> will help you set your template up for signing order, workflow, and auto-fill tokens.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119761/757547deb04ff3c0b8bf09c8/18707264290071?expires=1739795400&signature=be2922f8b7fa30a69b09396b90d5a0b90521cbbe4c0d129d079596c997d00f2a&req=dSEkHsh%2FlIZZWPMW1HO4zVLNu%2BjO8VHyBa7fzGkJihkvXr4Kx8I9f%2FS2MrHv%0ARjZ3%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119761/757547deb04ff3c0b8bf09c8/18707264290071?expires=1739795400&signature=be2922f8b7fa30a69b09396b90d5a0b90521cbbe4c0d129d079596c997d00f2a&req=dSEkHsh%2FlIZZWPMW1HO4zVLNu%2BjO8VHyBa7fzGkJihkvXr4Kx8I9f%2FS2MrHv%0ARjZ3%0A" alt="Recipients.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119764/b4d02b211578faaf65850096/18707248615447?expires=1739795400&signature=7f6ce418401bf88cdc347bbed2f608e7a93c7ff6014b183e0eca58dcb0d6158c&req=dSEkHsh%2FlIZZXfMW1HO4zfm7sBnb0N%2BrBMCIpOVU0%2FZX%2Brv2kFxaM5Hr5fQl%0Awta3%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119764/b4d02b211578faaf65850096/18707248615447?expires=1739795400&signature=7f6ce418401bf88cdc347bbed2f608e7a93c7ff6014b183e0eca58dcb0d6158c&req=dSEkHsh%2FlIZZXfMW1HO4zfm7sBnb0N%2BrBMCIpOVU0%2FZX%2Brv2kFxaM5Hr5fQl%0Awta3%0A" alt="Design_Theme.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Recipients</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Recipients are people who are designated to receive a particular document.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Design theme</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The design elements help you stylize your document, template, content library item, or form in a standardized way. You can save your design settings to create a theme that you can apply to any document, template, content library item, or form in just one click.</p></div></td></tr></tbody></table></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01HBH0AS8XM28CAYTVMP9P164T">Types of blocks</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119770/2374dc77aca4be91a0cc2d57/18707264305303?expires=1739795400&signature=357366d3bf5abf19318b25a6c87571845ab63eff310d255a440ecd976da39b1e&req=dSEkHsh%2FlIZYWfMW1HO4zQUbZ6zxGnXt2gLPDBJzjI6oYit0X8OcJEoAZZV4%0AeVqV%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119770/2374dc77aca4be91a0cc2d57/18707264305303?expires=1739795400&signature=357366d3bf5abf19318b25a6c87571845ab63eff310d255a440ecd976da39b1e&req=dSEkHsh%2FlIZYWfMW1HO4zQUbZ6zxGnXt2gLPDBJzjI6oYit0X8OcJEoAZZV4%0AeVqV%0A" alt="Text.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119773/9803520edd6bb9596b033a68/18707248621975?expires=1739795400&signature=b73e47cd63bd1767e660a61593c24822c01812d666e8c4bc586a576d80e88aa4&req=dSEkHsh%2FlIZYWvMW1HO4zdfRSFUUkm5rnxNvLYMb6tfqVrAAyyjCeG5ka1Lr%0ATfUG%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119773/9803520edd6bb9596b033a68/18707248621975?expires=1739795400&signature=b73e47cd63bd1767e660a61593c24822c01812d666e8c4bc586a576d80e88aa4&req=dSEkHsh%2FlIZYWvMW1HO4zdfRSFUUkm5rnxNvLYMb6tfqVrAAyyjCeG5ka1Lr%0ATfUG%0A" alt="Image (27).png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119789/51ee1295e0fc5d2c2246d973/18707248627351?expires=1739795400&signature=3b4097d96100ecf11b9ea735c6d4736e0681f85facaf79b1cb662db3e949d205&req=dSEkHsh%2FlIZXUPMW1HO4zXiS6mmLGbuJTbR0nP9rysPpplXo3HKGN7P6o56I%0A3ZiH%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119789/51ee1295e0fc5d2c2246d973/18707248627351?expires=1739795400&signature=3b4097d96100ecf11b9ea735c6d4736e0681f85facaf79b1cb662db3e949d205&req=dSEkHsh%2FlIZXUPMW1HO4zXiS6mmLGbuJTbR0nP9rysPpplXo3HKGN7P6o56I%0A3ZiH%0A" alt="Video.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Text</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can use text blocks to include letters, symbols, and numbers.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Image</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Image blocks allow for JPG, PNG, WebP files. You can save images to the image library when you upload them so you can easily reuse them later.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Video</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Video blocks allow you to embed videos from YouTube, Vimeo, Wistia, and Vidyard in your document using web-hosted URLs.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119790/1e6ec7b80880fb1ccd17c0bf/18707264320151?expires=1739795400&signature=9483d64a10212d1b0cb108e0a104d7c546bfe6d45a8eb1c7f246e0d1b7e22a97&req=dSEkHsh%2FlIZWWfMW1HO4zbeixY%2BlrostkR88u8kc38avJHYmStxTFkvUbnr%2F%0AWwZB%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119790/1e6ec7b80880fb1ccd17c0bf/18707264320151?expires=1739795400&signature=9483d64a10212d1b0cb108e0a104d7c546bfe6d45a8eb1c7f246e0d1b7e22a97&req=dSEkHsh%2FlIZWWfMW1HO4zbeixY%2BlrostkR88u8kc38avJHYmStxTFkvUbnr%2F%0AWwZB%0A" alt="Table.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119802/7c30ad84891969c8708b4ef6/18707248640407?expires=1739795400&signature=1111b1288d9699c7b0cfb595e5210b2b354b032eebd2c67a6d24e4573bde917e&req=dSEkHsh%2FlIlfW%2FMW1HO4zY2mb5I4Bd4fJ9DDpTx4%2B9ZBBBELfPFV7zckwlO0%0AGvRU%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119802/7c30ad84891969c8708b4ef6/18707248640407?expires=1739795400&signature=1111b1288d9699c7b0cfb595e5210b2b354b032eebd2c67a6d24e4573bde917e&req=dSEkHsh%2FlIlfW%2FMW1HO4zY2mb5I4Bd4fJ9DDpTx4%2B9ZBBBELfPFV7zckwlO0%0AGvRU%0A" alt="Pricing_Table.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119801/c31df511524a9a15e084f971/18707821749655?expires=1739795400&signature=a68c7f1adc13afbf14509b66bbef3ac232299df8983559bfb09a11ad6ea0c72c&req=dSEkHsh%2FlIlfWPMW1HO4zdyUWST5NVG92gHGcMTkgu9oUIDxC5yGfd0U3Afd%0As8Kh%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119801/c31df511524a9a15e084f971/18707821749655?expires=1739795400&signature=a68c7f1adc13afbf14509b66bbef3ac232299df8983559bfb09a11ad6ea0c72c&req=dSEkHsh%2FlIlfWPMW1HO4zdyUWST5NVG92gHGcMTkgu9oUIDxC5yGfd0U3Afd%0As8Kh%0A" alt="Quote_Builder.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Table</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Table blocks allow you to format text across an adjustable number of rows and columns.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Pricing Table </b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The PandaDoc <a href="https://support.pandadoc.com/en/articles/9714703">pricing table</a> serves as a quoting tool for your templates (documents).</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Quote Builder </b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://support.pandadoc.com/en/articles/9714713">Quote builder</a> block allows you to build more advanced quotes than the pricing table allows with more calculation and design functionality.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119808/09919fe672a0a1940e2d702b/18707805328535?expires=1739795400&signature=a42df5c868e40d889d447888eab94a49ab178cb318c41512afd7b652b5c7fd33&req=dSEkHsh%2FlIlfUfMW1HO4zQWqws%2Ffq5MuiakCCvpcXZ3HcHhhxTjKtBU%2FlIE3%0ABNoV%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119808/09919fe672a0a1940e2d702b/18707805328535?expires=1739795400&signature=a42df5c868e40d889d447888eab94a49ab178cb318c41512afd7b652b5c7fd33&req=dSEkHsh%2FlIlfUfMW1HO4zQWqws%2Ffq5MuiakCCvpcXZ3HcHhhxTjKtBU%2FlIE3%0ABNoV%0A" alt="Table_of_Contents.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119814/60379280f354523ee17d1387/18707805331735?expires=1739795400&signature=a99d184bda8353b673fd7d7750e022568fd9f76835d2ac9b7da4939fd137f5f5&req=dSEkHsh%2FlIleXfMW1HO4zWfyDzq6ckMyTc4ZNzxare4VrHoCh4uzDg1cFVSM%0Aosjn%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119814/60379280f354523ee17d1387/18707805331735?expires=1739795400&signature=a99d184bda8353b673fd7d7750e022568fd9f76835d2ac9b7da4939fd137f5f5&req=dSEkHsh%2FlIleXfMW1HO4zWfyDzq6ckMyTc4ZNzxare4VrHoCh4uzDg1cFVSM%0Aosjn%0A" alt="Page_Break.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119818/a5cda6265776ec1724ba4955/18707821769495?expires=1739795400&signature=fb00d7b1373707d8a1e1b2d552d7f31443e950f38aae03e0afc54b4d58b2ed12&req=dSEkHsh%2FlIleUfMW1HO4zbYIXK%2BuV2vwNTgTBDNPCnybsJeMBMs1SOxmU9N7%0AgbbU%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119818/a5cda6265776ec1724ba4955/18707821769495?expires=1739795400&signature=fb00d7b1373707d8a1e1b2d552d7f31443e950f38aae03e0afc54b4d58b2ed12&req=dSEkHsh%2FlIleUfMW1HO4zbYIXK%2BuV2vwNTgTBDNPCnybsJeMBMs1SOxmU9N7%0AgbbU%0A" alt="Smart_Content.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Table of contents</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Table of contents blocks allow you to insert a dynamic and clickable table of contents that is powered by your header settings.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Page break</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Page break block allows you to create page separation where you want it- you can have a long scrolling page that feels more like a website or create standard page sizes that feel more like a classic document.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Smart content</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Smart Content blocks allow you to pre-define content library items you want automatically inserted into a document based on conditional logic.</p></div></td></tr></tbody></table></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01HBZVAF3JVP0RJQ8MBY8MDMN0">Types of fields</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119822/ac84a5d0785d7d5db7e68b7f/18707805342359?expires=1739795400&signature=cdd81e99fca82aae0b8c88b98e75b5ada9d519a72328ad72e4070478ef01c88c&req=dSEkHsh%2FlIldW%2FMW1HO4zYf%2BZ2nanSoM5C0PE7dfcn0Jck6P21wLtH22lI8S%0AZZWp%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119822/ac84a5d0785d7d5db7e68b7f/18707805342359?expires=1739795400&signature=cdd81e99fca82aae0b8c88b98e75b5ada9d519a72328ad72e4070478ef01c88c&req=dSEkHsh%2FlIldW%2FMW1HO4zYf%2BZ2nanSoM5C0PE7dfcn0Jck6P21wLtH22lI8S%0AZZWp%0A" alt="Text_Field.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119829/022a0393eeceaac7def2387a/18707805348119?expires=1739795400&signature=9d2ba0ad7e0ae60ce837031df5bc489fce2d969278861473a64b1771d37e2969&req=dSEkHsh%2FlIldUPMW1HO4zXphDxFvL2SA5UVqNR%2B%2BF%2FVRBL8vfWxIpClEIik3%0A%2FHAs%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119829/022a0393eeceaac7def2387a/18707805348119?expires=1739795400&signature=9d2ba0ad7e0ae60ce837031df5bc489fce2d969278861473a64b1771d37e2969&req=dSEkHsh%2FlIldUPMW1HO4zXphDxFvL2SA5UVqNR%2B%2BF%2FVRBL8vfWxIpClEIik3%0A%2FHAs%0A" alt="Signature.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Text field</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Text fields collect letters, numbers, and symbols.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Signature</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Signature fields collect drawn, typed, or uploaded esignatures.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119839/e1fb2f648ce793dbd496d6d9/18707805358487?expires=1739795400&signature=2513f89a2e1df83032f6263abb583fb399dfb8e8ae3715cf36359cfd8e3cc66b&req=dSEkHsh%2FlIlcUPMW1HO4zRhl5DlAHkrs5pQa3rjLyvuWQfan0hLM6RMgXgym%0Axu%2Fu%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119839/e1fb2f648ce793dbd496d6d9/18707805358487?expires=1739795400&signature=2513f89a2e1df83032f6263abb583fb399dfb8e8ae3715cf36359cfd8e3cc66b&req=dSEkHsh%2FlIlcUPMW1HO4zRhl5DlAHkrs5pQa3rjLyvuWQfan0hLM6RMgXgym%0Axu%2Fu%0A" alt="Initials.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119840/cd3e2e7adab1b677125dbcd1/18707805360663?expires=1739795400&signature=3de130468a348e32f2f0dc899b46b7421b893666cab177ddf1c99f1ad96fe695&req=dSEkHsh%2FlIlbWfMW1HO4zaiDU%2Fk2mJqYr2DL3oVQ81MB12KwDPf5otwSRtYd%0Ac42w%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119840/cd3e2e7adab1b677125dbcd1/18707805360663?expires=1739795400&signature=3de130468a348e32f2f0dc899b46b7421b893666cab177ddf1c99f1ad96fe695&req=dSEkHsh%2FlIlbWfMW1HO4zaiDU%2Fk2mJqYr2DL3oVQ81MB12KwDPf5otwSRtYd%0Ac42w%0A" alt="Date.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Initials </b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Initial fields collect drawn, typed, or uploaded initials.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Date</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Date fields use a calendar dropdown to collect a date or can be set up to automatically fill in the signing date.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119842/0a201cfa03bea746fdb3ca0e/18707821800215?expires=1739795400&signature=10e0d18fef04e7773ef27a5029c81e7f4a0ca3555df032d83007d3a9e2eb44ce&req=dSEkHsh%2FlIlbW%2FMW1HO4zVLmwWYPsVV59Ekeg5TrGh4qkQh9PT2meiP8tN7S%0AheVZ%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119842/0a201cfa03bea746fdb3ca0e/18707821800215?expires=1739795400&signature=10e0d18fef04e7773ef27a5029c81e7f4a0ca3555df032d83007d3a9e2eb44ce&req=dSEkHsh%2FlIlbW%2FMW1HO4zVLmwWYPsVV59Ekeg5TrGh4qkQh9PT2meiP8tN7S%0AheVZ%0A" alt="Check_Box.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119851/5d4df70c6a308bb60b074996/18707805375767?expires=1739795400&signature=bb4272b7c3d4cebdf27d7aeac049173215f94a2afd48f551651ee0663115e76e&req=dSEkHsh%2FlIlaWPMW1HO4zVbxHupTgaIjaWYwDfR5wUryeaEydJ%2Fghz13rUEL%0AInRh%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119851/5d4df70c6a308bb60b074996/18707805375767?expires=1739795400&signature=bb4272b7c3d4cebdf27d7aeac049173215f94a2afd48f551651ee0663115e76e&req=dSEkHsh%2FlIlaWPMW1HO4zVbxHupTgaIjaWYwDfR5wUryeaEydJ%2Fghz13rUEL%0AInRh%0A" alt="Radio_Buttons.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Checkbox</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Check box fields allow selection or acknowledgment of text or data.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Radio buttons</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Radio buttons allow for a single selection of multiple options visually laid out on the page.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119861/a8754ba2f30af0a3339d885e/18707821806615?expires=1739795400&signature=e715bdcac8ca05351accc783e6270ce016566c8fb39f6d78e27f1d50ea7c1dad&req=dSEkHsh%2FlIlZWPMW1HO4zeZqhtY4bn45kADX6wI5ORXivmUbR55WLiRdkLmX%0Ah3Gm%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119861/a8754ba2f30af0a3339d885e/18707821806615?expires=1739795400&signature=e715bdcac8ca05351accc783e6270ce016566c8fb39f6d78e27f1d50ea7c1dad&req=dSEkHsh%2FlIlZWPMW1HO4zeZqhtY4bn45kADX6wI5ORXivmUbR55WLiRdkLmX%0Ah3Gm%0A" alt="Dropdown.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119867/64a4b62e88dd9ddf53415393/18707805387415?expires=1739795400&signature=dd39dc1b80aef35d5e40dbc35e77fe5376fce62230680f07c0ef4293eee56b87&req=dSEkHsh%2FlIlZXvMW1HO4zYreiIGKUGJ7ufdL1RC6FfWfvQtiJnOP7WjnNBxw%0AKghj%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119867/64a4b62e88dd9ddf53415393/18707805387415?expires=1739795400&signature=dd39dc1b80aef35d5e40dbc35e77fe5376fce62230680f07c0ef4293eee56b87&req=dSEkHsh%2FlIlZXvMW1HO4zYreiIGKUGJ7ufdL1RC6FfWfvQtiJnOP7WjnNBxw%0AKghj%0A" alt="Card_details.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Dropdown</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Dropdown fields allow for a single selection of multiple options selected from a menu.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Card details</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Card details fields allow for the collection of a credit card number for use in Stripe.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119862/5150803c0581b2111ed7c39b/18707821819031?expires=1739795400&signature=77dba23adbf2ca293c4b2a9a4af7714f974e3c509d47b5fa17aa806d46dddb12&req=dSEkHsh%2FlIlZW%2FMW1HO4zbv%2F5CNtUyCcOnpp%2FndXKIX71zzO1annZjBaIRBE%0A33hM%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119862/5150803c0581b2111ed7c39b/18707821819031?expires=1739795400&signature=77dba23adbf2ca293c4b2a9a4af7714f974e3c509d47b5fa17aa806d46dddb12&req=dSEkHsh%2FlIlZW%2FMW1HO4zbv%2F5CNtUyCcOnpp%2FndXKIX71zzO1annZjBaIRBE%0A33hM%0A" alt="Collect_files.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119869/ab939b2c6daee10888d28aa6/18707805403031?expires=1739795400&signature=bc75aab9eff873c9f76d1fa742672aa51921a7d1907d1757afebb8eb3c9d6b22&req=dSEkHsh%2FlIlZUPMW1HO4zdup2tnd1e6colAjP5fFXvU08BzhU9NAgahC7dbl%0ACzY1%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119869/ab939b2c6daee10888d28aa6/18707805403031?expires=1739795400&signature=bc75aab9eff873c9f76d1fa742672aa51921a7d1907d1757afebb8eb3c9d6b22&req=dSEkHsh%2FlIlZUPMW1HO4zdup2tnd1e6colAjP5fFXvU08BzhU9NAgahC7dbl%0ACzY1%0A" alt="Stamp.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Collect files </b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Collect files fields allow for a file to be uploaded as part of the document completion process.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Stamp</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Stamp fields allow for the collection of a notary stamp.</p></div></td></tr></tbody></table></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01HBH1P9FR8HV22TFDJBAH5BFF">Types of variables</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119874/506346772a6c3bbb0bf28968/18707917847063?expires=1739795400&signature=1ac78c7686eb9ec358df031523f1c6d898dd44d1dce569c636bcaef3e32aab3a&req=dSEkHsh%2FlIlYXfMW1HO4zRDk5GLG6lkc00GXHb%2BqsPOvtz5WSX4RTbHg2ATR%0AuVrw%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119874/506346772a6c3bbb0bf28968/18707917847063?expires=1739795400&signature=1ac78c7686eb9ec358df031523f1c6d898dd44d1dce569c636bcaef3e32aab3a&req=dSEkHsh%2FlIlYXfMW1HO4zRDk5GLG6lkc00GXHb%2BqsPOvtz5WSX4RTbHg2ATR%0AuVrw%0A" alt="Template_Role_Variables.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119883/2c0b8a90e8fdbaf7e4f05daa/18707917854487?expires=1739795400&signature=97ca35be8048a37f35af38665f3bb4ad9b8cc547f267d858387993b2ce7aeb78&req=dSEkHsh%2FlIlXWvMW1HO4zWsCoiSIUiywCaBVk5uG%2F4X0tNMA%2B8mAAnpIcjT1%0AqX%2Bk%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119883/2c0b8a90e8fdbaf7e4f05daa/18707917854487?expires=1739795400&signature=97ca35be8048a37f35af38665f3bb4ad9b8cc547f267d858387993b2ce7aeb78&req=dSEkHsh%2FlIlXWvMW1HO4zWsCoiSIUiywCaBVk5uG%2F4X0tNMA%2B8mAAnpIcjT1%0AqX%2Bk%0A" alt="CRM_Variables.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Template role variables</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Template role variables are automatically generated when you create a role on your template. Open the variables tab on the righthand sidebar in the editor to copy the variables and paste them into a block.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>CRM variables</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>CRM variables are created when you select within your CRM which fields you want variables generated for. Once generated, you'll copy and paste the variables from the CRM into a block in your document where you want the data to be merged.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119887/15b0d4cbfecfd994a4132c23/18707917859991?expires=1739795400&signature=7319d137434801459427d88e5923fdc3b3fc289339c4b9607d155edc8426ab1b&req=dSEkHsh%2FlIlXXvMW1HO4zTgcG%2F91Gpg76uKIygN6YcBiUOfRz7sX%2B3ydfxcb%0AoN5S%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119887/15b0d4cbfecfd994a4132c23/18707917859991?expires=1739795400&signature=7319d137434801459427d88e5923fdc3b3fc289339c4b9607d155edc8426ab1b&req=dSEkHsh%2FlIlXXvMW1HO4zTgcG%2F91Gpg76uKIygN6YcBiUOfRz7sX%2B3ydfxcb%0AoN5S%0A" alt="Custom_Variables.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119745/3d764c79e8d3473219a20c96/18707248601879?expires=1739795400&signature=f25ab8f759a76f7f91729baa4a8b18d67352585b695cd15f8a33ca5596a14e5b&req=dSEkHsh%2FlIZbXPMW1HO4zcgoR%2BpZlZOvx%2FNlrgI0naBEBuRmjz1owNbATRz6%0AP4EI%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119745/3d764c79e8d3473219a20c96/18707248601879?expires=1739795400&signature=f25ab8f759a76f7f91729baa4a8b18d67352585b695cd15f8a33ca5596a14e5b&req=dSEkHsh%2FlIZbXPMW1HO4zcgoR%2BpZlZOvx%2FNlrgI0naBEBuRmjz1owNbATRz6%0AP4EI%0A" alt="Variables.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom variables</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Custom variables are created when you start with a bracket [ type your desired text and close with another bracket ]. This will allow you to use variables to update text throughout your document quickly and will also serve as a reminder before sending if any variable is left unfilled.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>System variables</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>These variables have been predefined by PandaDoc. They will automatically populate information about your document, specific to that individual document and its content (such as document created date, document sent date, reference number, document value, etc.).</p></div></td></tr></tbody></table></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01HBH1WS1E8JH55AP84011FWNC">Other key objects in the app</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119891/1442996ab91df61fcb0968e0/18707917861655?expires=1739795400&signature=6934ca2eff5abe625128644a5f8f72d1fc31134fa0d7a3e420d9b7be64e3b85f&req=dSEkHsh%2FlIlWWPMW1HO4zSPmDyj8SygFuvFLQdqpkXG44Bifef4pplW8tdTY%0AXryG%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119891/1442996ab91df61fcb0968e0/18707917861655?expires=1739795400&signature=6934ca2eff5abe625128644a5f8f72d1fc31134fa0d7a3e420d9b7be64e3b85f&req=dSEkHsh%2FlIlWWPMW1HO4zSPmDyj8SygFuvFLQdqpkXG44Bifef4pplW8tdTY%0AXryG%0A" alt="Catalog (1).png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119898/2d2bbc1615c2954635b649b8/18707917866007?expires=1739795400&signature=1409653b457df663802f025b78b1ecc49342850c5aed642b32afae37f537dcec&req=dSEkHsh%2FlIlWUfMW1HO4zT7LjwRTEyHbVwiyIo6M6%2B8OuDXCzTc8%2BG4VqoZF%0Az%2BMs%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119898/2d2bbc1615c2954635b649b8/18707917866007?expires=1739795400&signature=1409653b457df663802f025b78b1ecc49342850c5aed642b32afae37f537dcec&req=dSEkHsh%2FlIlWUfMW1HO4zT7LjwRTEyHbVwiyIo6M6%2B8OuDXCzTc8%2BG4VqoZF%0Az%2BMs%0A" alt="Contacts.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Catalog</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The Catalog allows you to create or import your products to be easily added to a pricing table or quote builder block. Configure pricing, description, image, and more.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Contacts</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Contacts are stored whenever a recipient's information is added to a document either manually or though a CRM integration. Once a contact is created, it's even easier to add them to a document in the future.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119904/37240821f00cc1e47a2409c6/18707917870999?expires=1739795400&signature=9cca8b43d3cdd3b5b0092acdf8924b6cd098b8252cc1ddb46e9edbd72f9484f6&req=dSEkHsh%2FlIhfXfMW1HO4zULcohlDAGlhu6iXZrNVXxJeXEtBHjP0ftmxJ7GV%0Ad9WC%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119904/37240821f00cc1e47a2409c6/18707917870999?expires=1739795400&signature=9cca8b43d3cdd3b5b0092acdf8924b6cd098b8252cc1ddb46e9edbd72f9484f6&req=dSEkHsh%2FlIhfXfMW1HO4zULcohlDAGlhu6iXZrNVXxJeXEtBHjP0ftmxJ7GV%0Ad9WC%0A" alt="User_Roles.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119909/0fc7c9e9f1bef667ec71cb42/18707934271511?expires=1739795400&signature=31166d34b1e14970e67599d061d4e85de280611b5016404fa09b08c47f099f62&req=dSEkHsh%2FlIhfUPMW1HO4zTWpngGM4bVmKUXbBwwoP9%2BPIFjHQtGRc2RleqHm%0A717s%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119909/0fc7c9e9f1bef667ec71cb42/18707934271511?expires=1739795400&signature=31166d34b1e14970e67599d061d4e85de280611b5016404fa09b08c47f099f62&req=dSEkHsh%2FlIhfUPMW1HO4zTWpngGM4bVmKUXbBwwoP9%2BPIFjHQtGRc2RleqHm%0A717s%0A" alt="Workspaces.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>User roles</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The <a href="https://support.pandadoc.com/en/articles/9715043">account permissions</a> that you can set up for each user (from your team). In PandaDoc, there are three permission levels: Team Member, Manager, and Admin.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Workspaces</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A <a href="https://support.pandadoc.com/en/articles/9715019">Workspace</a> is an isolated working environment and only its members have access to documents and other information within it. It’s a great way to separate different teams, divisions, or parts of your organization.</p></div></td></tr><tr><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119910/0eca0ce867d8e80e0065b227/18707917889175?expires=1739795400&signature=add59246d3931a81e74e9a52971b3328dcf1c62d53a2cb3cd0fa4779630e56cc&req=dSEkHsh%2FlIheWfMW1HO4zd2Q4a6Bu31Kbz41fudUwamT6Un8gt9yFd9I9d9x%0AAuV4%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119910/0eca0ce867d8e80e0065b227/18707917889175?expires=1739795400&signature=add59246d3931a81e74e9a52971b3328dcf1c62d53a2cb3cd0fa4779630e56cc&req=dSEkHsh%2FlIheWfMW1HO4zd2Q4a6Bu31Kbz41fudUwamT6Un8gt9yFd9I9d9x%0AAuV4%0A" alt="Reporting.png"/></a></div></td><td><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119918/3c017da7e11e57683c8fa850/18707917890071?expires=1739795400&signature=a6258fd6eb1514874156bef9cd1c8fcb3288f2677416e8b3ad5e2e4a82b1d02a&req=dSEkHsh%2FlIheUfMW1HO4zVJtYT97%2FJXMtPV%2FzL9cbLKQQtM6Fkco8mQ3F7wI%0A5Jzv%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119918/3c017da7e11e57683c8fa850/18707917890071?expires=1739795400&signature=a6258fd6eb1514874156bef9cd1c8fcb3288f2677416e8b3ad5e2e4a82b1d02a&req=dSEkHsh%2FlIheUfMW1HO4zVJtYT97%2FJXMtPV%2FzL9cbLKQQtM6Fkco8mQ3F7wI%0A5Jzv%0A" alt="Bundling.png"/></a></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Reporting</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The reporting module allows you to measure the performance of your document funnel, individual users, template usage, and more.</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Bundling</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://support.pandadoc.com/en/articles/9714565">Bundling</a> allows you to group multiple documents, send, and track them all at once in one tidy package.</p></div></td></tr></tbody></table></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Next Steps: Learn <a href="https://support.pandadoc.com/en/articles/9714552">PandaDoc fundamentals</a> to understand how to use PandaDoc.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://learn.pandadoc.com/page/getting-started-with-pandadoc" rel="nofollow noopener noreferrer" target="_blank">New to PandaDoc? Take one of our Getting Started with PandaDoc classes through the PandaDoc Learning Academy!</a></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://learn.pandadoc.com/page/digital-credentials" rel="nofollow noopener noreferrer" target="_blank">Ready to show off your PandaDoc skills? Earn your document creator badge and get certified as a PandaDoc Administrator through the PandaDoc Learning Academy!</a></p></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://support.pandadoc.com/en/articles/9714552-pandadoc-fundamentals" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">PandaDoc fundamentals</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://support.pandadoc.com/en/articles/9714860-salesforce-lightning-create-and-send-pandadoc-documents" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Salesforce Lightning. 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better understand our training and Help Center materials.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Skip to:","idAttribute":"h_01HBH2DP5NRHAS7ZZ2A7MKRV78"},{"type":"unorderedNestedList","text":"- \u003ca href=\"#h_01HBGZZS3BCTM3GYDPW08WECPZ\"\u003eFoundational objects\u003c/a\u003e\n- \u003ca href=\"#h_01HBH02AKP9YNGF5J7PA0109NE\"\u003eEditor objects\u003c/a\u003e\n- \u003ca href=\"#h_01HBH0AS8XM28CAYTVMP9P164T\"\u003eTypes of blocks\u003c/a\u003e\n- \u003ca href=\"#h_01HBZVAF3JVP0RJQ8MBY8MDMN0\"\u003eTypes of fields\u003c/a\u003e\n- \u003ca href=\"#h_01HBH1P9FR8HV22TFDJBAH5BFF\"\u003eTypes of variables\u003c/a\u003e\n- \u003ca href=\"#h_01HBH1WS1E8JH55AP84011FWNC\"\u003eOther key objects in the app \u003c/a\u003e","items":[{"content":[{"type":"paragraph","text":"\u003ca href=\"#h_01HBGZZS3BCTM3GYDPW08WECPZ\"\u003eFoundational objects\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003ca href=\"#h_01HBH02AKP9YNGF5J7PA0109NE\"\u003eEditor objects\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003ca href=\"#h_01HBH0AS8XM28CAYTVMP9P164T\"\u003eTypes of blocks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003ca href=\"#h_01HBZVAF3JVP0RJQ8MBY8MDMN0\"\u003eTypes of fields\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003ca href=\"#h_01HBH1P9FR8HV22TFDJBAH5BFF\"\u003eTypes of variables\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003ca href=\"#h_01HBH1WS1E8JH55AP84011FWNC\"\u003eOther key objects in the app \u003c/a\u003e","class":"no-margin"}]}]},{"type":"heading","text":"Foundational objects","idAttribute":"h_01HBGZZS3BCTM3GYDPW08WECPZ"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119728/f4a045feed15695727891d28/18702174018839?expires=1739795400\u0026signature=74dcecaabc20bada3022bcaa3f7ec09b75db9d3752691b1d3b3b06b03df0f3ac\u0026req=dSEkHsh%2FlIZdUfMW1HO4zdUBpS9Ur5FO7fpgCBJg%2FNSdmHn1KvMuSWvrwhAL%0AqCJd%0A","text":"Documents-1.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119724/f0a2b1eb55d83b8304ea2ce4/18702174024599?expires=1739795400\u0026signature=d62ebceac3a4b28da2b0f3d30b8bbe5d2c20a59d724c934e28230c77b3dabec8\u0026req=dSEkHsh%2FlIZdXfMW1HO4zcNwcE5alO0kgbVf4SPhssM3zqa1gvbRFLi7ln%2Fg%0A1N7S%0A","text":"Templates (1).png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eDocuments\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"A PandaDoc Document is a single-use document that you \u003ca href=\"https://support.pandadoc.com/en/articles/9714623\"\u003ecreate\u003c/a\u003e and \u003ca href=\"https://support.pandadoc.com/en/articles/9714673\"\u003esend\u003c/a\u003e via PandaDoc out to to specific people. We use the word \"document\" in contrast to templates, content library items, and forms.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eTemplates\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"A PandaDoc \u003ca href=\"https://support.pandadoc.com/en/articles/9714616\"\u003etemplate\u003c/a\u003e is a master copy of your key document (your typical Proposal, Agreement, Contract, etc.) that you pre-build so you can generate documents faster than creating every new document from scratch each time.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119730/53798ce4c289da5ce720f707/18702174025879?expires=1739795400\u0026signature=f497cb36a338cb858313dcdd30fbe4c76b205fdebd1c3584c7955539953c0554\u0026req=dSEkHsh%2FlIZcWfMW1HO4zYFsMUZWnae%2Bp%2BC0rMYoL5A6L3fSKfccchO7TsQB%0AfZGZ%0A","text":"Content_Library_Items.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119727/da9b73bb430bbc61bbb4a020/18702191960471?expires=1739795400\u0026signature=d8c571ad113d7c8130d1a23938b9b08ef4af43fcea5c573725fe52ddac26c092\u0026req=dSEkHsh%2FlIZdXvMW1HO4zcdszkEzslxbN6xFZnSe9s%2BwAgLVjfvB22%2FlSBil%0A6Apd%0A","text":"Forms-1.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eContent library items\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003ca href=\"https://support.pandadoc.com/en/articles/9714631\"\u003eContent library \u003c/a\u003eitems are modular chunks of saved content that you can insert throughout documents on an as-needed basis. You can also use our \u003ca href=\"https://support.pandadoc.com/en/articles/9714634\"\u003eSmart Content\u003c/a\u003e feature to set up conditional logic to insert pre-built content library items into documents automatically.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eForms \u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003ca href=\"https://support.pandadoc.com/en/articles/9714641\"\u003eForms\u003c/a\u003e are designed to collect information and electronic signatures from your recipients. You can share a PandaDoc Form via a direct link or by embedding it on your website — no coding necessary.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e \u003c/b\u003e","class":"no-margin"}]}]}]},{"type":"heading","text":"Editor objects","idAttribute":"h_01HBH02AKP9YNGF5J7PA0109NE"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119749/0b7ad0f80128bea55760b762/18707264272919?expires=1739795400\u0026signature=49601a394da812cae18a32a7478247624e7dfae42525da5c62946377401de3ee\u0026req=dSEkHsh%2FlIZbUPMW1HO4zYK2gX7xZwjlpM6tLknWXExkYg74mdVJQ7gWr7xF%0AfwwF%0A","text":"Blocks.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119746/371fc944c797643e4f06d674/18707264277911?expires=1739795400\u0026signature=195d4dd32d1daf733db4ae92b91b2bc751cefe7166c248252c0caa926bf9e1b4\u0026req=dSEkHsh%2FlIZbX%2FMW1HO4zeL28JlyApZ9EAd7EcreYrwlNcUTVli3WUYLaHCW%0ACCLo%0A","text":"Fillable_Fields.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eBlocks\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"These drag-and-drop elements are for \u003ca href=\"https://support.pandadoc.com/en/articles/9714573\"\u003ebuilding the content\u003c/a\u003e of your Template (or Document). For example, a text block will allow you to add the text for your Template, a Table of contents block will allow you to auto-create the table of content for your template (document), etc.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eFillable fields\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"These are drag-and-drop elements overlaid on the top of your document. They’re used to collect information from your recipient, like when they have to fill out a form. The most popular \u003ca href=\"https://support.pandadoc.com/en/articles/9714583\"\u003efield\u003c/a\u003e is the Signature field which you will use as an eSignature tool.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119745/3d764c79e8d3473219a20c96/18707248601879?expires=1739795400\u0026signature=f25ab8f759a76f7f91729baa4a8b18d67352585b695cd15f8a33ca5596a14e5b\u0026req=dSEkHsh%2FlIZbXPMW1HO4zcgoR%2BpZlZOvx%2FNlrgI0naBEBuRmjz1owNbATRz6%0AP4EI%0A","text":"Variables.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119747/dc7d5585308e74425fe2fa7e/18707248602903?expires=1739795400\u0026signature=8cba9d53f2a4498da512f6ea97e713509d71e25bd71958321f145886401ac608\u0026req=dSEkHsh%2FlIZbXvMW1HO4zU0lUwWsoJUQxZCDRNPNeJItZ73W0%2FBr3ccNK8Hm%0A89LF%0A","text":"Template_Roles.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eVariables\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003ca href=\"https://support.pandadoc.com/en/articles/9714599\"\u003eVariables\u003c/a\u003e are text placeholders, designed to help you auto-fill any dynamic information in your document. For example, a document is prepared for [Client.FirstName]. Variables can be created on both templates and documents.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eTemplate roles\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Template Roles are placeholders in a template that will be assigned to recipients when a document is created. Using template roles makes it easy to pre-assign fields and auto-fill variables to save time and clicks. \u003ca href=\"https://support.pandadoc.com/en/articles/9714620\"\u003eTemplate roles\u003c/a\u003e will help you set your template up for signing order, workflow, and auto-fill tokens.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119761/757547deb04ff3c0b8bf09c8/18707264290071?expires=1739795400\u0026signature=be2922f8b7fa30a69b09396b90d5a0b90521cbbe4c0d129d079596c997d00f2a\u0026req=dSEkHsh%2FlIZZWPMW1HO4zVLNu%2BjO8VHyBa7fzGkJihkvXr4Kx8I9f%2FS2MrHv%0ARjZ3%0A","text":"Recipients.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119764/b4d02b211578faaf65850096/18707248615447?expires=1739795400\u0026signature=7f6ce418401bf88cdc347bbed2f608e7a93c7ff6014b183e0eca58dcb0d6158c\u0026req=dSEkHsh%2FlIZZXfMW1HO4zfm7sBnb0N%2BrBMCIpOVU0%2FZX%2Brv2kFxaM5Hr5fQl%0Awta3%0A","text":"Design_Theme.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eRecipients\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Recipients are people who are designated to receive a particular document.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eDesign theme\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"The design elements help you stylize your document, template, content library item, or form in a standardized way. You can save your design settings to create a theme that you can apply to any document, template, content library item, or form in just one click.","class":"no-margin"}]}]}]},{"type":"heading","text":"Types of blocks","idAttribute":"h_01HBH0AS8XM28CAYTVMP9P164T"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119770/2374dc77aca4be91a0cc2d57/18707264305303?expires=1739795400\u0026signature=357366d3bf5abf19318b25a6c87571845ab63eff310d255a440ecd976da39b1e\u0026req=dSEkHsh%2FlIZYWfMW1HO4zQUbZ6zxGnXt2gLPDBJzjI6oYit0X8OcJEoAZZV4%0AeVqV%0A","text":"Text.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119773/9803520edd6bb9596b033a68/18707248621975?expires=1739795400\u0026signature=b73e47cd63bd1767e660a61593c24822c01812d666e8c4bc586a576d80e88aa4\u0026req=dSEkHsh%2FlIZYWvMW1HO4zdfRSFUUkm5rnxNvLYMb6tfqVrAAyyjCeG5ka1Lr%0ATfUG%0A","text":"Image (27).png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119789/51ee1295e0fc5d2c2246d973/18707248627351?expires=1739795400\u0026signature=3b4097d96100ecf11b9ea735c6d4736e0681f85facaf79b1cb662db3e949d205\u0026req=dSEkHsh%2FlIZXUPMW1HO4zXiS6mmLGbuJTbR0nP9rysPpplXo3HKGN7P6o56I%0A3ZiH%0A","text":"Video.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eText\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You can use text blocks to include letters, symbols, and numbers.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eImage\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Image blocks allow for JPG, PNG, WebP files. You can save images to the image library when you upload them so you can easily reuse them later.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eVideo\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Video blocks allow you to embed videos from YouTube, Vimeo, Wistia, and Vidyard in your document using web-hosted URLs.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119790/1e6ec7b80880fb1ccd17c0bf/18707264320151?expires=1739795400\u0026signature=9483d64a10212d1b0cb108e0a104d7c546bfe6d45a8eb1c7f246e0d1b7e22a97\u0026req=dSEkHsh%2FlIZWWfMW1HO4zbeixY%2BlrostkR88u8kc38avJHYmStxTFkvUbnr%2F%0AWwZB%0A","text":"Table.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119802/7c30ad84891969c8708b4ef6/18707248640407?expires=1739795400\u0026signature=1111b1288d9699c7b0cfb595e5210b2b354b032eebd2c67a6d24e4573bde917e\u0026req=dSEkHsh%2FlIlfW%2FMW1HO4zY2mb5I4Bd4fJ9DDpTx4%2B9ZBBBELfPFV7zckwlO0%0AGvRU%0A","text":"Pricing_Table.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119801/c31df511524a9a15e084f971/18707821749655?expires=1739795400\u0026signature=a68c7f1adc13afbf14509b66bbef3ac232299df8983559bfb09a11ad6ea0c72c\u0026req=dSEkHsh%2FlIlfWPMW1HO4zdyUWST5NVG92gHGcMTkgu9oUIDxC5yGfd0U3Afd%0As8Kh%0A","text":"Quote_Builder.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eTable\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Table blocks allow you to format text across an adjustable number of rows and columns.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003ePricing Table \u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"The PandaDoc \u003ca href=\"https://support.pandadoc.com/en/articles/9714703\"\u003epricing table\u003c/a\u003e serves as a quoting tool for your templates (documents).","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eQuote Builder \u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003ca href=\"https://support.pandadoc.com/en/articles/9714713\"\u003eQuote builder\u003c/a\u003e block allows you to build more advanced quotes than the pricing table allows with more calculation and design functionality.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119808/09919fe672a0a1940e2d702b/18707805328535?expires=1739795400\u0026signature=a42df5c868e40d889d447888eab94a49ab178cb318c41512afd7b652b5c7fd33\u0026req=dSEkHsh%2FlIlfUfMW1HO4zQWqws%2Ffq5MuiakCCvpcXZ3HcHhhxTjKtBU%2FlIE3%0ABNoV%0A","text":"Table_of_Contents.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119814/60379280f354523ee17d1387/18707805331735?expires=1739795400\u0026signature=a99d184bda8353b673fd7d7750e022568fd9f76835d2ac9b7da4939fd137f5f5\u0026req=dSEkHsh%2FlIleXfMW1HO4zWfyDzq6ckMyTc4ZNzxare4VrHoCh4uzDg1cFVSM%0Aosjn%0A","text":"Page_Break.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119818/a5cda6265776ec1724ba4955/18707821769495?expires=1739795400\u0026signature=fb00d7b1373707d8a1e1b2d552d7f31443e950f38aae03e0afc54b4d58b2ed12\u0026req=dSEkHsh%2FlIleUfMW1HO4zbYIXK%2BuV2vwNTgTBDNPCnybsJeMBMs1SOxmU9N7%0AgbbU%0A","text":"Smart_Content.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eTable of contents\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Table of contents blocks allow you to insert a dynamic and clickable table of contents that is powered by your header settings.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003ePage break\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Page break block allows you to create page separation where you want it- you can have a long scrolling page that feels more like a website or create standard page sizes that feel more like a classic document.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eSmart content\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Smart Content blocks allow you to pre-define content library items you want automatically inserted into a document based on conditional logic.","class":"no-margin"}]}]}]},{"type":"heading","text":"Types of fields","idAttribute":"h_01HBZVAF3JVP0RJQ8MBY8MDMN0"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119822/ac84a5d0785d7d5db7e68b7f/18707805342359?expires=1739795400\u0026signature=cdd81e99fca82aae0b8c88b98e75b5ada9d519a72328ad72e4070478ef01c88c\u0026req=dSEkHsh%2FlIldW%2FMW1HO4zYf%2BZ2nanSoM5C0PE7dfcn0Jck6P21wLtH22lI8S%0AZZWp%0A","text":"Text_Field.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119829/022a0393eeceaac7def2387a/18707805348119?expires=1739795400\u0026signature=9d2ba0ad7e0ae60ce837031df5bc489fce2d969278861473a64b1771d37e2969\u0026req=dSEkHsh%2FlIldUPMW1HO4zXphDxFvL2SA5UVqNR%2B%2BF%2FVRBL8vfWxIpClEIik3%0A%2FHAs%0A","text":"Signature.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eText field\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Text fields collect letters, numbers, and symbols.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eSignature\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Signature fields collect drawn, typed, or uploaded esignatures.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119839/e1fb2f648ce793dbd496d6d9/18707805358487?expires=1739795400\u0026signature=2513f89a2e1df83032f6263abb583fb399dfb8e8ae3715cf36359cfd8e3cc66b\u0026req=dSEkHsh%2FlIlcUPMW1HO4zRhl5DlAHkrs5pQa3rjLyvuWQfan0hLM6RMgXgym%0Axu%2Fu%0A","text":"Initials.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119840/cd3e2e7adab1b677125dbcd1/18707805360663?expires=1739795400\u0026signature=3de130468a348e32f2f0dc899b46b7421b893666cab177ddf1c99f1ad96fe695\u0026req=dSEkHsh%2FlIlbWfMW1HO4zaiDU%2Fk2mJqYr2DL3oVQ81MB12KwDPf5otwSRtYd%0Ac42w%0A","text":"Date.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eInitials \u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Initial fields collect drawn, typed, or uploaded initials.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eDate\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Date fields use a calendar dropdown to collect a date or can be set up to automatically fill in the signing date.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119842/0a201cfa03bea746fdb3ca0e/18707821800215?expires=1739795400\u0026signature=10e0d18fef04e7773ef27a5029c81e7f4a0ca3555df032d83007d3a9e2eb44ce\u0026req=dSEkHsh%2FlIlbW%2FMW1HO4zVLmwWYPsVV59Ekeg5TrGh4qkQh9PT2meiP8tN7S%0AheVZ%0A","text":"Check_Box.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119851/5d4df70c6a308bb60b074996/18707805375767?expires=1739795400\u0026signature=bb4272b7c3d4cebdf27d7aeac049173215f94a2afd48f551651ee0663115e76e\u0026req=dSEkHsh%2FlIlaWPMW1HO4zVbxHupTgaIjaWYwDfR5wUryeaEydJ%2Fghz13rUEL%0AInRh%0A","text":"Radio_Buttons.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eCheckbox\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Check box fields allow selection or acknowledgment of text or data.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eRadio buttons\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Radio buttons allow for a single selection of multiple options visually laid out on the page.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119861/a8754ba2f30af0a3339d885e/18707821806615?expires=1739795400\u0026signature=e715bdcac8ca05351accc783e6270ce016566c8fb39f6d78e27f1d50ea7c1dad\u0026req=dSEkHsh%2FlIlZWPMW1HO4zeZqhtY4bn45kADX6wI5ORXivmUbR55WLiRdkLmX%0Ah3Gm%0A","text":"Dropdown.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119867/64a4b62e88dd9ddf53415393/18707805387415?expires=1739795400\u0026signature=dd39dc1b80aef35d5e40dbc35e77fe5376fce62230680f07c0ef4293eee56b87\u0026req=dSEkHsh%2FlIlZXvMW1HO4zYreiIGKUGJ7ufdL1RC6FfWfvQtiJnOP7WjnNBxw%0AKghj%0A","text":"Card_details.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eDropdown\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Dropdown fields allow for a single selection of multiple options selected from a menu.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCard details\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Card details fields allow for the collection of a credit card number for use in Stripe.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119862/5150803c0581b2111ed7c39b/18707821819031?expires=1739795400\u0026signature=77dba23adbf2ca293c4b2a9a4af7714f974e3c509d47b5fa17aa806d46dddb12\u0026req=dSEkHsh%2FlIlZW%2FMW1HO4zbv%2F5CNtUyCcOnpp%2FndXKIX71zzO1annZjBaIRBE%0A33hM%0A","text":"Collect_files.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119869/ab939b2c6daee10888d28aa6/18707805403031?expires=1739795400\u0026signature=bc75aab9eff873c9f76d1fa742672aa51921a7d1907d1757afebb8eb3c9d6b22\u0026req=dSEkHsh%2FlIlZUPMW1HO4zdup2tnd1e6colAjP5fFXvU08BzhU9NAgahC7dbl%0ACzY1%0A","text":"Stamp.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eCollect files \u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Collect files fields allow for a file to be uploaded as part of the document completion process.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eStamp\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Stamp fields allow for the collection of a notary stamp.","class":"no-margin"}]}]}]},{"type":"heading","text":"Types of variables","idAttribute":"h_01HBH1P9FR8HV22TFDJBAH5BFF"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119874/506346772a6c3bbb0bf28968/18707917847063?expires=1739795400\u0026signature=1ac78c7686eb9ec358df031523f1c6d898dd44d1dce569c636bcaef3e32aab3a\u0026req=dSEkHsh%2FlIlYXfMW1HO4zRDk5GLG6lkc00GXHb%2BqsPOvtz5WSX4RTbHg2ATR%0AuVrw%0A","text":"Template_Role_Variables.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119883/2c0b8a90e8fdbaf7e4f05daa/18707917854487?expires=1739795400\u0026signature=97ca35be8048a37f35af38665f3bb4ad9b8cc547f267d858387993b2ce7aeb78\u0026req=dSEkHsh%2FlIlXWvMW1HO4zWsCoiSIUiywCaBVk5uG%2F4X0tNMA%2B8mAAnpIcjT1%0AqX%2Bk%0A","text":"CRM_Variables.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eTemplate role variables\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Template role variables are automatically generated when you create a role on your template. Open the variables tab on the righthand sidebar in the editor to copy the variables and paste them into a block.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCRM variables\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"CRM variables are created when you select within your CRM which fields you want variables generated for. Once generated, you'll copy and paste the variables from the CRM into a block in your document where you want the data to be merged.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119887/15b0d4cbfecfd994a4132c23/18707917859991?expires=1739795400\u0026signature=7319d137434801459427d88e5923fdc3b3fc289339c4b9607d155edc8426ab1b\u0026req=dSEkHsh%2FlIlXXvMW1HO4zTgcG%2F91Gpg76uKIygN6YcBiUOfRz7sX%2B3ydfxcb%0AoN5S%0A","text":"Custom_Variables.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119745/3d764c79e8d3473219a20c96/18707248601879?expires=1739795400\u0026signature=f25ab8f759a76f7f91729baa4a8b18d67352585b695cd15f8a33ca5596a14e5b\u0026req=dSEkHsh%2FlIZbXPMW1HO4zcgoR%2BpZlZOvx%2FNlrgI0naBEBuRmjz1owNbATRz6%0AP4EI%0A","text":"Variables.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom variables\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Custom variables are created when you start with a bracket [ type your desired text and close with another bracket ]. This will allow you to use variables to update text throughout your document quickly and will also serve as a reminder before sending if any variable is left unfilled.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eSystem variables\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"These variables have been predefined by PandaDoc. They will automatically populate information about your document, specific to that individual document and its content (such as document created date, document sent date, reference number, document value, etc.).","class":"no-margin"}]}]}]},{"type":"heading","text":"Other key objects in the app","idAttribute":"h_01HBH1WS1E8JH55AP84011FWNC"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119891/1442996ab91df61fcb0968e0/18707917861655?expires=1739795400\u0026signature=6934ca2eff5abe625128644a5f8f72d1fc31134fa0d7a3e420d9b7be64e3b85f\u0026req=dSEkHsh%2FlIlWWPMW1HO4zSPmDyj8SygFuvFLQdqpkXG44Bifef4pplW8tdTY%0AXryG%0A","text":"Catalog (1).png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119898/2d2bbc1615c2954635b649b8/18707917866007?expires=1739795400\u0026signature=1409653b457df663802f025b78b1ecc49342850c5aed642b32afae37f537dcec\u0026req=dSEkHsh%2FlIlWUfMW1HO4zT7LjwRTEyHbVwiyIo6M6%2B8OuDXCzTc8%2BG4VqoZF%0Az%2BMs%0A","text":"Contacts.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eCatalog\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"The Catalog allows you to create or import your products to be easily added to a pricing table or quote builder block. Configure pricing, description, image, and more.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eContacts\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Contacts are stored whenever a recipient's information is added to a document either manually or though a CRM integration. Once a contact is created, it's even easier to add them to a document in the future.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119904/37240821f00cc1e47a2409c6/18707917870999?expires=1739795400\u0026signature=9cca8b43d3cdd3b5b0092acdf8924b6cd098b8252cc1ddb46e9edbd72f9484f6\u0026req=dSEkHsh%2FlIhfXfMW1HO4zULcohlDAGlhu6iXZrNVXxJeXEtBHjP0ftmxJ7GV%0Ad9WC%0A","text":"User_Roles.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119909/0fc7c9e9f1bef667ec71cb42/18707934271511?expires=1739795400\u0026signature=31166d34b1e14970e67599d061d4e85de280611b5016404fa09b08c47f099f62\u0026req=dSEkHsh%2FlIhfUPMW1HO4zTWpngGM4bVmKUXbBwwoP9%2BPIFjHQtGRc2RleqHm%0A717s%0A","text":"Workspaces.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUser roles\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"The \u003ca href=\"https://support.pandadoc.com/en/articles/9715043\"\u003eaccount permissions\u003c/a\u003e that you can set up for each user (from your team). In PandaDoc, there are three permission levels: Team Member, Manager, and Admin.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eWorkspaces\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"A \u003ca href=\"https://support.pandadoc.com/en/articles/9715019\"\u003eWorkspace\u003c/a\u003e is an isolated working environment and only its members have access to documents and other information within it. It’s a great way to separate different teams, divisions, or parts of your organization.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119910/0eca0ce867d8e80e0065b227/18707917889175?expires=1739795400\u0026signature=add59246d3931a81e74e9a52971b3328dcf1c62d53a2cb3cd0fa4779630e56cc\u0026req=dSEkHsh%2FlIheWfMW1HO4zd2Q4a6Bu31Kbz41fudUwamT6Un8gt9yFd9I9d9x%0AAuV4%0A","text":"Reporting.png"}]},{"content":[{"type":"image","url":"https://pandadoc-dd769ec6c844.intercom-attachments-7.com/i/o/1138119918/3c017da7e11e57683c8fa850/18707917890071?expires=1739795400\u0026signature=a6258fd6eb1514874156bef9cd1c8fcb3288f2677416e8b3ad5e2e4a82b1d02a\u0026req=dSEkHsh%2FlIheUfMW1HO4zVJtYT97%2FJXMtPV%2FzL9cbLKQQtM6Fkco8mQ3F7wI%0A5Jzv%0A","text":"Bundling.png"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"\u003cb\u003eReporting\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"The reporting module allows you to measure the performance of your document funnel, individual users, template usage, and more.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eBundling\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003ca href=\"https://support.pandadoc.com/en/articles/9714565\"\u003eBundling\u003c/a\u003e allows you to group multiple documents, send, and track them all at once in one tidy package.","class":"no-margin"}]}]}]},{"type":"paragraph","text":"Next Steps: Learn \u003ca href=\"https://support.pandadoc.com/en/articles/9714552\"\u003ePandaDoc fundamentals\u003c/a\u003e to understand how to use PandaDoc.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003ca href=\"https://learn.pandadoc.com/page/getting-started-with-pandadoc\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eNew to PandaDoc? Take one of our Getting Started with PandaDoc classes through the PandaDoc Learning Academy!\u003c/a\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003ca href=\"https://learn.pandadoc.com/page/digital-credentials\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eReady to show off your PandaDoc skills? Earn your document creator badge and get certified as a PandaDoc Administrator through the PandaDoc Learning Academy!\u003c/a\u003e","class":"no-margin"}],"collectionId":"10117332","description":"Get familiar with the PandaDoc terminology to better understand our training and Help Center materials.","id":"10053636","lastUpdated":"Updated over 3 months ago","relatedArticles":[{"title":"PandaDoc fundamentals","url":"https://support.pandadoc.com/en/articles/9714552-pandadoc-fundamentals"},{"title":"Salesforce Lightning. 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