Mobile App: Creating, Sending, And Tracking Documents

Create, view, send, track, and sign documents while you’re on the go with the PandaDoc mobile app.

Download PandaDoc mobile app: Google Play and AppStore

Supported versions:

• iOS - version 10+, 11+

• Android - versions 6.1+

Creating a document in the mobile app

How to create a document from a template

Note: To create a template from scratch, please use the PandaDoc Web app.

You can create your documents from templates just in a few steps using your mobile device. To start, open your app and tap the green ” +” button. Tap Templates, then choose any template you’d like to use.

If you’ve created roles in your template, you can easily assign these to your recipients. Simply tap the Assign button next to your role, then choose one of the recipients in your contact list. If you have role variables in your templates, they’ll auto-populate with the recipient’s info once you tap Done in the top right corner. 

Once you’ve created your document, you can change its content, including pricing tables. However, you’ll be unable to add new content blocks, new variables, and new products to the pricing tables from your catalog.

If certain role variables are unfilled in your document, or if you have custom variables where values need to be inserted manually, you can easily fill or insert these by tapping on the variables icon on top of the page, which includes useful counters of unfilled variables in your document. You can then easily navigate to the first unfilled variable and add a value to it. Once you start adding a value, your variable will be automatically zoomed in.

If you decide to skip this step and send your document right away, you’ll see the following window once you hit Send and choose Send via email or Send via link. You can choose to Review and fill your unfilled variables, then tap through them and add values. Other options are Replace unfilled variables with blanks or Do not replace. 

If certain fields are unassigned to recipients, you’ll be unable to send your document. Once you tap Send and choose Send via email or Send via link option, you’ll see the number of unassigned fields at the bottom of your screen. Simply go through these fields and assign each one to an appropriate recipient.  

You can zoom in your fields by tapping the button at the bottom left corner. 

Creating a document via upload

You can easily upload a document — or take photos of it — then send it to your recipients with the PandaDoc mobile app. Once you’ve uploaded your document, all you need to do is add fields, assign them to your recipients, and send the document.

To upload a document, tap the “+ (Create)” button at the bottom of the screen, then choose one of these options:

• Take photos

• Choose a picture from your gallery

• Choose a document from your files

If you want to take a photo of your document, tap Create, choose Camera, then snap your photo. The indicator in the lower-right corner shows how many photos you’ve already taken. To preview your photos before they’re combined into one document, tap the arrow button. You can also use the arrow button to delete unnecessary photos or add new ones.

Once you tap Done, the document will be uploaded.

To add fields to your document, tap the “+” button in the bottom right corner, then choose which fields you’d like to add. Signature, Text, Date, and Initials fields are available. 

To assign a specific field to a recipient, tap the field and choose Assign on the floating panel. Next, choose Add recipient and start typing the name or email address of the assignee. Choose Add new contact if you’re sending a document to a recipient for the first time. 

Editing and sending documents

Note: You'll be unable to edit quote builder blocks in the mobile app.

If you have a ready-made draft document, you can edit, review, and send it using the PandaDoc mobile app.

You can also use the app to do any of the following:

1. Change content (including pricing tables) in your editable document. However, you’ll be unable to change text formatting, add new content blocks, add new variables, and new products to the pricing table from your catalog. Note: Cost and profit margin calculation is not available in the mobile app.

2. Add fields to both editable and uploaded documents. Signature, Text, Date, and Initials fields are available.

3. Modify a document’s name and accompanying email message.

4. Review and/or add recipients.

5. Send a document via email or link.

Note: To change the expiration setting of your documents, please use the PandaDoc Web app.

If your document was created from a template, it will inherit the expiration and auto-reminders settings in your template. If your document was created from an uploaded file, it will inherit the expiration and auto-reminders settings from the general settings in the Web app. 

Once you’ve made final changes and reviewed your document, you can send it to your recipients.

To send your document, tap the Send button at the top of the screen. You can then choose to send your document via email or link.

Tracking your documents 

Dashboard and Timeline

Dashboard and Timeline are helpful tools for tracking activity on your documents. Timeline allows you to see when it was viewed, whether it’s been completed, and more, while Dashboard offers an overview of your documents for a given period of time.

Once a document has been sent, you can track the status, send a reminder to a signer, or leave a comment. Start by accessing your document from the Dashboard, Document List, or Timeline, then tap on the document name. Next, tap the recipient's name to send a reminder and see how much time they've spent on the page. 

Inbox

Any documents on which you’re a signer or CC’d that require your attention will appear in your inbox. Documents you haven't yet viewed will be highlighted.

Approving documents

With the PandaDoc mobile app, you can easily approve documents from anywhere, anytime.

Simply navigate to your dashboard, select For approval, choose the document you’d like to approve, then tap View document. From here, you can either reject or approve a document, and also leave a comment for the document sender.

Profile settings

By tapping the Profile icon in the top left corner, you can do any of the following:

• Switch to another workspace (if you have more than one)

• Set up your signature

• Change app language

• Add a PIN code for additional security that will appear each time you open the mobile app

• Log out

• Submit a request to the PandaDoc Support team

• See which version of the app you’re using