Overview
Guides for customizing and managing document content -- via the API or by embedding the PandaDoc editor directly in your app. See Understanding the Document Workflow Lifecycle for how these capabilities fit the overall flow.
Interactive fields
Map native PDF form fields (text inputs, checkboxes, radio buttons, dropdowns) to PandaDoc fields during document creation.
Use text-based bracket notation ([field.Name]) to place interactive fields in PDFs, DocX, and template text blocks.
Pre-fill text, date, checkbox, and dropdown fields with values when creating a document from a template.
Work with fields that aren't assigned to a specific recipient.
Content blocks
Insert and update markdown content in text blocks via the API.
Populate table rows and columns when creating or updating a document.
Configure sections, row data, column types, taxes, fees, and data merge in pricing tables.
Update quote content in existing documents.
Media and variables
Add images to image blocks when creating a document.
Dynamically populate document names using variables and tokens at creation time.
Embedded document preparation
Embed the PandaDoc Editor so users can create and edit documents and templates within your app.
Embed the PandaDoc Editor in field-placement mode for uploading PDFs, placing fields, and sending for eSignature.
Updated about 4 hours ago