Upgrade plan

screenElements: Icon Stepper Banner

screenElements:
Tile
Text Field

screenElements:
Icon
Stepper
Banner
Tile
Text Field

screenPatterns:
Checkout
Subscription & Paywall
Feature Info
Pricing
Checkout
Payment Method
Promotions & Rewards

screenKeywords:
Payment Details Order summary X
Enterprise annual plan $3,204.00
®mDmEE ' PayPal $89.00 x 3 seats x 12 months
Credit card information Apply X
CARD NUMBER EXPIRES CVVv
4889 5080 3906 5149 02 29 730 Overall total $3,204.00
Your subscription will renew on Apr 23, 2025.
Billing information Final charge may differ due to proration, credit
refunds, or local taxes.
FIRST NAME LAST NAME
Jane Doe
ADDRESS CITY
Address City
COUNTRY STATE ZIP CODE
United States v New York v
By continuing, | agree with the Payment Policy and understand that my subscription will renew automatically at the end
of its term unless | cancel it.
’,
Today'’s total $3,204.00
o No payment method -$3,204.00
& Back Save and pay now
|Payment Details Order summary X
Enterprise annual plan $3,204.00
®mDmEE ' PayPal $89.00 x 3 seats x 12 months
Credit card information + Add coupon code
CARD NUMBER EXPIRES CVVv
4889 5080 3906 5149 02 29 730 Overall total $3,204.00
Your subscription will renew on Apr 23, 2025.
Billing information Final charge may differ due to proration, credit
refunds, or local taxes.
FIRST NAME LAST NAME
Jane Doe
ADDRESS CITY
Address City
COUNTRY STATE ZIP CODE
United States v New York v
By continuing, | agree with the Payment Policy and understand that my subscription will renew automatically at the end
of its term unless | cancel it.
’,
Today'’s total $3,204.00
o No payment method -$3,204.00
& Back Save and pay now
|Selected products Order summary X
Enterprise annual plan $3,204.00
$89.00 x 3 seats x 12 months

Enterprise annual plan A
4+ Add coupon code
Enjoy our powerful CPQ add-on, plus an unlimited number of team workspaces. Compare plans
INCLUDED ADD-ONS Overall total $3,204.00
ﬂ Advanced Quotes 7 Approvals Your subscription will renew on Apr 23, 2025.
Final charge may differ due to proration, credit
_‘_ Auto-reminders 4 External Automations refunds, or local taxes.
ég Content and Image Libraries & Content Locking
(T) Expiration Date |I| Reporting
C  Agreement Renewals |.7.| Rooms
235 Multiple Workspaces
SUBSCRIPTION BILLING CYCLE
Annual subscription
$89.00
per seat per month, billed annually
NUMBER OF SEATS
— 3 +
Number of seats can’t be fewer than ’
number of users Today's total $3,204.00
Go to your team settings and remove
users before reducing your total
number of seats. © No payment method -$3,204.00
Open team settings + Add payment method
|Payment Details Order summary X
Enterprise annual plan $3,204.00
®mDmEE ' PayPal $89.00 x 3 seats x 12 months
Credit card information 1234 Apply X
Invalid coupon code
CARD NUMBER EXPIRES CVVv
4889 5080 3906 5149 02 29 730
Overall total $3,204.00
- . . Your subscription will renew on Apr 23, 2025.
Billing information
Final charge may differ due to proration, credit
FIRST NAME LAST NAME refunds, or local taxes.
Jane Doe
ADDRESS CITY
Address City
COUNTRY STATE ZIP CODE
United States v New York v
By continuing, | agree with the Payment Policy and understand that my subscription will renew automatically at the end
of its term unless | cancel it.
’,
Today'’s total $3,204.00
o No payment method -$3,204.00
& Back Save and pay now
|Selected products Order summary X
Enterprise annual plan $4,272.00
$89.00 x 4 seats x 12 months

Enterprise annual plan A
4+ Add coupon code
Enjoy our powerful CPQ add-on, plus an unlimited number of team workspaces. Compare plans
INCLUDED ADD-ONS Overall total $4,272.00
ﬂ Advanced Quotes 7 Approvals Your subscription will renew on Apr 23, 2025.
Final charge may differ due to proration, credit
_‘_ Auto-reminders 4 External Automations refunds, or local taxes.
ég Content and Image Libraries & Content Locking
(T) Expiration Date |I| Reporting
C  Agreement Renewals |.7.| Rooms
235 Multiple Workspaces
SUBSCRIPTION BILLING CYCLE
Annual subscription
$89.00
per seat per month, billed annually
NUMBER OF SEATS
—_— 4 +
’,
Today'’s total $4,272.00
o No payment method -$4,272.00
4+ Add payment method
|Payment Details Order summary X
Enterprise annual plan $3,204.00
®mDmEE ' PayPal $89.00 x 3 seats x 12 months
Credit card information 1234 Apply X
CARD NUMBER EXPIRES CVVv
4889 5080 3906 5149 02 29 730 Overall total $3,204.00
Your subscription will renew on Apr 23, 2025.
Billing information Final charge may differ due to proration, credit
refunds, or local taxes.
FIRST NAME LAST NAME
Jane Doe
ADDRESS CITY
Address City
COUNTRY STATE ZIP CODE
United States v New York v
By continuing, | agree with the Payment Policy and understand that my subscription will renew automatically at the end
of its term unless | cancel it.
’,
Today'’s total $3,204.00
o No payment method -$3,204.00
& Back Save and pay now
|Payment Details Order summary X
Enterprise annual plan $3,204.00
®mDmEE ' PayPal $89.00 x 3 seats x 12 months
Credit card information + Add coupon code
CARD NUMBER EXPIRES CVVv
= Overall total $3,204.00
Your subscription will renew on Apr 23, 2025.
Billing information Final charge may differ due to proration, credit
refunds, or local taxes.
FIRST NAME LAST NAME
Jane Doe
ADDRESS CITY
Address City
COUNTRY STATE ZIP CODE
United States v New York v
By continuing, | agree with the Payment Policy and understand that my subscription will renew automatically at the end
of its term unless | cancel it.
’,
Today'’s total $3,204.00
o No payment method -$3,204.00
& Back Save and pay now
|JDMobbin ~ &« Home Overview Team dashboard Q search ®
-+ Create new... Save time with Integ.rate with your Show off your logo Get started
:H: templates * favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents Explore dozens of — ‘ customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 3 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2, Contacts LAST BYELE
5 Explore integrations
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe See how you can emb...
EXPLORE by Jane Doe Apr 19, 2024
o+
oo Marketplace Green minimalist by e b ° Hriteten e TseEs
professional Business... Draft No recipients Apr 19, 2024 Zr;rag 2Oy24ane oe S
Template gallery by Jane Doe '
Website Development Your trial period is ending 9 days
created by Jane Doe soon left
Proposal & Agreement Draft D Js Apr 17,2024 Apr 17,2024
by Jane Doe
Pay now
Timeline C
Agreement 1JDMobbin Contract
Jane Doe
O+ H
=t Invite people ® Completed (X
o Jane Doe
Jane Doe manually completed - les
than a minute aao
|Payment Details Order summary X
Enterprise annual plan $3,204.00
®mDmEE ' PayPal $89.00 x 3 seats x 12 months
Credit card information 1234 C Applying X
CARD NUMBER EXPIRES CVVv
4889 5080 3906 5149 02 29 730 Overall total $3,204.00
Your subscription will renew on Apr 23, 2025.
Billing information Final charge may differ due to proration, credit
refunds, or local taxes.
FIRST NAME LAST NAME
Jane Doe
ADDRESS CITY
Address City
COUNTRY STATE ZIP CODE
United States v New York v
By continuing, | agree with the Payment Policy and understand that my subscription will renew automatically at the end
of its term unless | cancel it.
’,
Today'’s total $3,204.00
o No payment method -$3,204.00
& Back Save and pay now


Downloading a document (Documents)

appName: PandaDoc

appCategory: Business

appTagline: Create, approve, track & esign docs 40% faster

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

pageType: Application Application Application

allAppCategories: Productivity Business

screenKeywords:
. Documents My documents Templates Content library Catalog Forms Q search ®
+ -
Cut document creation
[ 1 Al ° o,
@ ) tlme by 50 /0 @ Quick access Q Search templates
[’ Shared with me . o . [} Mytemplates
n Spend far less time building documents with the v+ Shared with Selectatemplate
25 Shared with me
[ Trash help of a template — a master copy you can use
again and again. ﬁ
Import
SMART VIEWS A 4+ Local file + Travel Agency
o Tr‘isy() Proposal
. . Created by me & Google Drive ftinerary
< Dropbox T T
4 Upcoming renewals Explore templates Maybe later ~ el ;"' Collaborate
|>=_| @ Expiring soon Duplicate
2 23 Move
FOLDERS + All /" Rename =
» P | -
- roposats Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥ 0 Add tags
G Change status
D Title Status Value M L. Download
. < Transfer ownership
Agreement 1 JDMobbin Contract = -
D @ Completed $0.00 i
Jessica Smith, Jon Smith, Jane Doe v
m Move to trash
Website Development Proposal & Agreement .
| P P = ® Completed $0.00 o © nfo g
Jon Smith, Jane Doe, Jessica Smith v
D JDMobbin Proposal Draft $0.00 o Apr19,2024
No recipients
Green minimalist professional Business Proposal Presentation
o 0O P P Draft SGD0.00 o Apr19,2024
= No recipients X
D
m Website Development Proposal & Agreement Draft $0.00 o Apri7, 2024
|Preparing your PDF file X
Your download will start shortly
We are converting your document into PDF format and
ensuring it is protected. To verify that the document was not
Q altered, simply open it in Adobe Reader. Read more
Downloading...
|Preparing your PDF file X
Your download will start shortly
We are converting your document into PDF format and
ensuring it is protected. To verify that the document was not
Q altered, simply open it in Adobe Reader. Read more


Switching view

screenElements:
Thumbnail
Grid List

screenElements:
Stacked List
Thumbnail

screenElements:
Thumbnail
Grid List
Stacked List
Thumbnail

screenKeywords:
® Get started > ® Add recipients > ® Review content X
@ Quick access Create a document
My templates
[ My temp Q_ Search templates
2. Shared with me
Importibrom i Drag and drop your files here i
1, Local file E Supported files: PDF, Word, PowerPoint, JPG, PNG E
£. Google Drive : 4 select files i
22 Dropbox i i
@ OneDrive e
box Box Create a document from a template, or start with a blank document = H
+ T A - TT=
Template Gallery 4, T e s ik A B ‘
Featured + ! i = : — Welcome to PandaDoc!
Community Gallery i Y B Iz i
T = S — e
Presentations SR e E— -
Blank document New Template Website Development Sample Sales Quote Sample Invoice Start exploring here!
Agreements Proposal &... (Product guide)
Brief Templates e [ope. — 1 ’ B
S 3 3 % Il
Business plans Susdisianlef N \ KL L4 \ ko
P [Sentcompany] Conversion Rate ‘\',:15/ \ R ) X Ll
Optimization X / - - .
Car = Proposal Template . Advertising Sales
S __ + susinessproposatrompicte A .
. ) 4 o o for [Client.company] L A——
Construction ﬁa e _lraen'::]:f:mpml
Consulting
Sample Sales Conversion Rate HVAC Proposal Business Proposal Advertising Sales Mortgage Proposal
o Proposal Optimization Propos... Template Template UK Proposal Template Template
|® Get started > ® Add recipients > ® Review content X
@ Quick access Create a document
My templates
[ My temp Q_ Search templates
2. Shared with me
Importibrom i Drag and drop your files here i
1, Local file E Supported files: PDF, Word, PowerPoint, JPG, PNG E
£. Google Drive : 4 select files i
22 Dropbox i i
@ OneDrive e
box Box Create a document from a template, or start with a blank document = H
. o s - =
Template Gallery 4, T e s ik A B ‘
Featured + ! i = : — Welcome to PandaDoc!
Community Gallery i Y B Iz i
PR B e e I
Presentations SR e E— -
Blank document New Template Website Development Sample Sales Quote Sample Invoice Start exploring here!

More v Proposal &... (Product guide)

B e [ Sl 4 B

S ol & ’ Il
Sales Proposal for A Y N g | 3 ' AR .J ]
[Sentcompany] Conversion Rate W ‘\\',:1 b A \ R ) X Ll
Optimization X / - - .
> Proposal Template . Advertising Sales
S __ + susinessproposatrompicte A .
3 4 S = for [Client.Company] - A
— Mortgage Proposal
ﬁa . et Template
Wie oy e
Sample Sales Conversion Rate HVAC Proposal Business Proposal Advertising Sales Mortgage Proposal
Proposal Optimization Propos... Template Template UK Proposal Template Template
|® Get started > ® Add recipients > ® Review content X
() Quickaccess Create a document
My templates
B v 2 Q_ Search templates
2. Shared with me
Importkrom i Drag and drop your files here i
T, Local file i Supported files: PDF, Word, PowerPoint, JPG, PNG i
£. Google Drive : 4 select files i
22 Dropbox i i
@ OneDrive e
box Box Create a document from a template, or start with a blank document = H
o + Blank document
Template Gallery 4,
Featured New Template
Community Gallery
! Website Development Proposal & Agreement
Presentations
Agreements - Sample Sales Quote
Brief Templates B Sample Invoice
Business plans
c =\ Start exploring here! (Product guide)
ar
Construction ;:; Sample Sales Proposal
Consulting .
E‘Q Conversion Rate Optimization Proposal Template
ontra _


Reports

screenElements:
Animation & Video
Button
Dialog

hotspotType: Hover

screenPatterns: Charts Dashboard

hotspotType: Scroll Vertically

screenElements:
Animation & Video
Button
Dialog
Trial Bar
Side Navigation
Logo
Carousel
Table
Floating Action Button
Progress Indicator
Banner
Tab
Tooltip

screenPatterns:
Charts
Dashboard
Subscription & Paywall
Home
Guided Tour & Tutorial
Progress
Multi-Column Layout

pageType: Application Application Application Application Application Application

screenKeywords:
il Reports ®
. e ey e e
+ GENERAL
. Document progress Total document o,
Workflow overview ‘ o .o /0
O Track how documents are moving through the workflow funnel. progress losd e
@ DATA ANALYTICS PN Documents PeememiE
4- 5
Leaderboard
th
Document efficiency 3-
Template efficiency 2- 5
D Create new report =
4 0% 0% 0%
— o] — ] —
|,=_| CONTENT LIBRARY A 23 Mar 26 Mar 29 Mar 1 Apr 4 Apr 7 Apr 10 Apr 13 Apr 16 Apr 19 Apr 22 Apr
& Usage analytics Created ® Sent ® Viewed ® Completed
=Y Created ® Sent ® Viewed ® Completed
Status transition time Total status transition time
Review the average (median) time your documents spend in status transition — from created to sent
to completed.
No data No data
Once data becomes available, we'll show it Onc?e data b?comes
here available, we'll show
. it here.
& x
D 0
|ili Reports ®
+ GENERAL Workflow overview Help center 7
Workflow overview Workflow overview charts help you better understand your document funnel.
O To learn how each metric is calculated, please visit our Help Center.
@ DATA ANALYTICS A
il Leaderboard Mar 23,2024 — Apr 23,2024 ~ Filter by workspace ~ Include deleted documents (@)
Document efficiency
Template efficiency Document progress Total document o ocy
0 i rogress /0
Create new report Track how documents are moving through the workflow funnel. prog o D
4 Documents Doclments
|)=| CONTENT LIBRARY A 4- 5
o) Usage analytics 3-
=19
P
2
1-
0% 0% 0%
— o] — ] —
23 Mar 26 Mar 29 Mar 1 Apr 4 Apr 7 Apr 10 Apr 13 Apr 16 Apr 19 Apr 22 Apr
Created ® Sent ® Viewed ® Completed
Created ® Sent ® Viewed ® Completed
Status transition time Total status transition time
Review the average (median) time your documents spend in status transition — from created to sent
to completed.
& No data No data »
Once data becomes available, we'll show it Onc?e data b?comes
o available, we'll show
o it here
|& Inbox ®
+
[
9
& Advanced
Reporting
L po——————————— [ ) 3 O
Take your reporting to the
next level
Get deeper insights into your entire document
proce ith our most robust reporting update yet
Upgrade to Enterprise plan toda
o
|Your PandaDoc trial ends in 9 days. Start your subscription today X
JDMobbin ~ &« Home Overview Team dashboard Q search ®
-+ Create new... Save time with Integrate with your Show off your logo Get started
:H: templates * favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents Explore dozens of — ‘ customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 5 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2 Contacts YESTERDAY
Explore integrations
. 5
JDMobbin Contract Draft oY Apr 22, 2024 commented by Tom Lee See how you can emb...
EXPLORE by Jane Doe ’ Apr 22,2024
o+
oo Marketplace Website Development by e b ° Hriteten e TseEs
Proposal & Agreement Draft Js D # Apr 22,2024 Zr;ra;z zoymane oe
Template gallery by Jane Doe '
Your trial period is ending 9 days
LAST WEEK soon left
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe
by Jane Doe Apr 19, 2024 Pay now
Green minimalist tod by Jane D
o o . create y Jane Doe
Ertjfesleonal Business... Draft No recipients Apr 19, 2024 Apr 19, 2024 S Timeline G
y Jane Doe
O+ |nvite | Website Development .
= people
Proposal & Agreement Draft D Js Apr 17,2024 Z?ra;;eigéiane boe j\gresment 1JDMobbin Cont X
g ane Doe
o Jane Doe . by Jane Doe
Draft $0.
|ili Reports ®
+ GENERAL Usage analytics
Workflow overview This report shows how many times your content library items have been used
O in your documents.
@ DATA ANALYTICS A
il Leaderboard Mar 23, 2024 — Apr 23,2024 ~
Document efficiency
Title Times used Created
Template efficiency
D JDMobbin Template E... Advantages: three columns 1 50% Panda Templates
4 Create new report
- Panda T lat
|)=_| Advantages: three columns with icons 1 50% andatempiates
) CONTENT LIBRARY A
=19
Usage analytics
Ex x
D 0
|ili Reports ®
+ GENERAL Workflow overview Help center 7
Workflow overview Workflow overview charts help you better understand your document funnel.
O To learn how each metric is calculated, please visit our Help Center.
@ DATA ANALYTICS A
il Leaderboard Mar 23,2024 — Apr 23,2024 ~ Filter by workspace ~ Include deleted documents (@)
Document efficiency
Template efficiency Document progress Total document 0 ocy
° (]
D Create new report Track how documents are moving through the workflow funnel. progress losd e
4 DV Documents
=, CONTENT LIBRARY A 4- April 22 5
o) Usage analytics 3- 2
=19
Sent [o]
2= °
Viewed o] / 2
1= Completed 2
0% 0% 0%
\/ \ — o] — ] —
(]
23 Mar 26 Mar 29 Mar 1 Apr 4 Apr 7 Apr 10 Apr 13 Apr 16 Apr 19 Apr 22 Apr
Created ® Sent ® Viewed ® Completed
Created ® Sent ® Viewed ® Completed
Status transition time Total status transition time
Review the average (median) time your documents spend in status transition — from created to sent
to completed.
& No data No data »
Once data becomes available, we'll show it Onc?e data b?comes
o available, we'll show
o it here


Searching home

hotspotType: Keyboard Input

screenElements:
Search Bar
Keyboard Key

screenElements:
Search Bar
Keyboard Key
Search Bar

screenPatterns: Search Search

pageType: Application Application Application Application

screenKeywords:
JDMobbin ~ « Q green
All matches Titles only
+ Create new... Q_  View1matches Select <!
Green minimalist professional Business Proposal Presentation
Q Home All
@ Inbox 11 Navigate « Select esc Dismiss
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 3 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2, Contacts LAST WEEK
s Explore integrations
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe See how you can emb...
EXPLORE by Jane Doe Apr 19, 2024
o+
oo Marketplace Green minimalist by e b ° Hriteten e TseEs
professional Business... Draft No recipients Apr 19, 2024 Zr;rag 2Oy24ane oe S
Template gallery by Jane Doe ,
Website Development Your trial period is ending 9 days
created by Jane Doe soon left
Proposal & Agreement Draft D Js Apr 17,2024 Apr 17,2024
by Jane Doe
Pay now
Timeline C
Agreement 1JDMobbin Contract
Jane Doe
O+ H
=t Invite people ® Completed (X
o Jane Doe
Jane Doe manually completed - les
than a minute aao
|. Documents My documents Templates Content library Catalog Forms Q search ®
Searchresults =
+ + Document .
Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥
[ 1 Anl
@ [ shared with me -
dh I Trash All matches: 1 Titles only
|:| Title Status Value Modified
SMART VIEWS A
B 2 Created by me Green minimalist professional Business Proposal Presentation
D No recipients Draft SGD 0.00 o Apr19, 2024
4 Upcoming renewals I Al
|>=_| @ Expiring soon
o)
(=}
FOLDERS +
2 x
. Q
|JDMobbin ~ &« Home Overview Team dashboard Q search ®
-+ Create new... Save time with Integ.rate with your Show off your logo Get started
:H: templates * favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents Explore dozens of — ‘ customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 3 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2, Contacts LAST BYELE
5 Explore integrations
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe See how you can emb...
EXPLORE by Jane Doe Apr 19, 2024
o+
oo Marketplace Green minimalist by e b ° Hriteten e TseEs
professional Business... Draft No recipients Apr 19, 2024 Zr;rag 2Oy24ane oe S
Template gallery by Jane Doe '
Website Development Your trial period is ending 9 days
created by Jane Doe soon left
Proposal & Agreement Draft D Js Apr 17,2024 Apr 17,2024
by Jane Doe
Pay now
Timeline C
Agreement 1JDMobbin Contract
Jane Doe
O+ H
=t Invite people ® Completed (X
o Jane Doe
Jane Doe manually completed - les
than a minute aao
|JDMobbin ~ « Home Overview Team dashboard Q ®
-+ Create new... Save time with Integ.rate with your Show off your logo Get started
:H: templates favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents ‘ Explore dozens of — ‘ customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 3 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2, Contacts LAST BYELE
5 Explore integrations
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe See how you can emb...
EXPLORE by Jane Doe Apr 19, 2024
o+
oo Marketplace Green minimalist by e b ° Hriteten e TseEs
professional Business... Draft No recipients Apr 19, 2024 Zr;rag 2Oy24ane oe S
Template gallery by Jane Doe '
Website Development Your trial period is ending 9 days
created by Jane Doe soon left
Proposal & Agreement Draft D Js Apr 17,2024 Apr 17,2024
by Jane Doe
Pay now
Timeline C
Agreement 1JDMobbin Contract
Jane Doe
O+ H
=t Invite people ® Completed (X
o Jane Doe
Jane Doe manually completed - les
than a minute aao


Inviting a teammate

screenElements:
Trial Bar
Side Navigation
Logo
Carousel
Table
Floating Action Button
Progress Indicator
Banner
Tab
Select

screenPatterns:
Invite Teammates
Home
Guided Tour & Tutorial
Progress
Multi-Column Layout

pageType: Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.
INVITE BY LINK
https://app.pandadoc.com/invite-link/571 (& Manager ¥ GO Copy link
INVITE BY EMAIL
Type name or email v Manager ¥
. jdoe.mobbini@gmail.com .
) jdoe.mobbinl@gmail.com Admin ~
|X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.

INVITE BY LINK

https://app.pandadoc.com/invite-link/82¢ Admin ¥ GO Copy link
INVITE BY EMAIL

Type name or email v Admin ¥
|Your PandaDoc trial ends in 9 days. Start your subscription today X
JDMobbin ~ &« Home Overview Team dashboard Q search ®
-+ Create new... Save time with Integrate with your Show off your logo Get started
:H: templates * favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents Explore dozens of — ‘ customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 5 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2 Contacts YESTERDAY
Explore integrations
. 5
JDMobbin Contract Draft oY Apr 22, 2024 commented by Tom Lee See how you can emb...
EXPLORE by Jane Doe ’ Apr 22,2024
o+
oo Marketplace Website Development by e b ° Hriteten e TseEs
Proposal & Agreement Draft Js D # Apr 22,2024 Zr;ra;z zoymane oe
Template gallery by Jane Doe '
Your trial period is ending 9 days
LAST WEEK soon left
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe
by Jane Doe Apr 19, 2024 Pay now
Green minimalist tod by Jane D
o o . create y Jane Doe
Ertjfesleonal Business... Draft No recipients Apr 19, 2024 Apr 19, 2024 S Timeline G
y Jane Doe
O+ |nvite | Website Development .
= people
Proposal & Agreement Draft D Js Apr 17,2024 Z?ra;;eigéiane boe j\gresment 1JDMobbin Cont X
g ane Doe
o Jane Doe . by Jane Doe
Draft $0.
|X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.
INVITE BY LINK
https://app.pandadoc.com/invite-link/82¢ Admin ¥ GO Copy link
others' templates. Cannot access
INVITE BY EMAIL documents created by other members.
Type name or email
Manager
Can access documents created by
members in same workspace, plus othe
Mavybe | information. Can also add new member
aybelatey to workspace.
v/ Admin
Can access documents created by
members in same workspace, plus othe
information. Can also access all settings
|X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.

INVITE BY LINK

https://app.pandadoc.com/invite-link/571 (& Manager ¥ GO Copy link
INVITE BY EMAIL

jdoe.mobbini@gmail.com| v Admin ¥

Select new user
&+  "jdoe.mobbinl@gmail.com"
|X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.
INVITE BY LINK
https://app.pandadoc.com/invite-link/82¢ Admin ¥ GO Copy link
INVITE BY EMAIL SYSTEM ROLES
Type name or email Member
Can access their own documents and
others' templates. Cannot access
documents created by other members.
Maybe later
Manager
Can access documents created by
members in same workspace, plus othe
information. Can also add new member
to workspace.
|JDMobbin ~ &« Home Overview Team dashboard Q search ®
-+ Create new... Save time with Integrate with your Show off your logo Get started
:H: templates * favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents Explore dozens of — . customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
,0 Drafts Actions required Waiting for others N =
D Documents v 3 documents 0 documents 1 document = R Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2, Contacts LAST BYELE
Explore integrations
. 5
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe See how you can emb...
EXPLORE by Jane Doe Apr 19, 2024
o+
oo Marketplace Green minimalist by e b ° Hriteten e TseEs
professional Business... Draft No recipients Apr 19, 2024 Zr;a;g 20y24ane oe S
Template gallery by Jane Doe '
. Your trial period is endin
Website Development Qb ) b soon P 9 Ii?tays
Proposal & Agreement Draft D s Apr 17, 2024 Zr;aﬁ 20243”6’ oe
by Jane Doe '
Pay now
Timeline C
Agreement 2 JDMobbin Contrac...
Jane Doe
2t Invite people o Completed X
Invitations are successfully sent m
o Jane Doe
Jane Doe manually completed « 1
minutes aao
|X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.
INVITE BY LINK
https://app.pandadoc.com/invite-link/571 (& Manager ¥ GO Copy link
INVITE BY EMAIL
Type name or email v Manager ¥
. jdoe.mobbini@gmail.com .
) jdoe.mobbinl@gmail.com Admin ~
|X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.

INVITE BY LINK

https://app.pandadoc.com/invite-link/t Manager ¥ v/ Link Copied
INVITE BY EMAIL

Type name or email v Admin ¥
|JDMobbin ~ &« Home Overview Team dashboard Q search ®
-+ Create new... Save time with Integ.rate with your Show off your logo Get started
:H: templates * favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents Explore dozens of — ‘ customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 3 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2, Contacts LAST BYELE
5 Explore integrations
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe See how you can emb...
EXPLORE by Jane Doe Apr 19, 2024
o+
oo Marketplace Green minimalist by e b ° Hriteten e TseEs
professional Business... Draft No recipients Apr 19, 2024 Zr;rag 2Oy24ane oe S
Template gallery by Jane Doe '
Website Development Your trial period is ending 9 days
created by Jane Doe soon left
Proposal & Agreement Draft D Js Apr 17,2024 Apr 17,2024
by Jane Doe
Pay now
Timeline C
Agreement 1JDMobbin Contract
Jane Doe
O+ H
=t Invite people ® Completed (X
o Jane Doe
Jane Doe manually completed - les
than a minute aao
|X
] . ] ]
Invite teammates to join JDMobbin
Let your teams work within their own private workspaces. You can invite new or
existing users by link or email.

INVITE BY LINK

https://app.pandadoc.com/invite-link/571 (& Manager ¥ GO Copy link
INVITE BY EMAIL

Type name or email v Admin ¥


Creating a contact

pageType: Application Application Application Application Application

screenKeywords:
Contact details X
e
/ \ 3
Josephine Doerman
J D JDMobbin
AN J Product Designer
~_—
Contact information Documents
EMAIL PHONE
jdoe.mobbini@gmail.com +44 7738 661021
COMPANY JOB TITLE
JDMobbin Product Designer
STREET ADDRESS
Add street address
CcITY POSTAL CODE
Add city Add postal code
COUNTRY STATE/REGION
|&), Contacts Q search ®
All
+ + Contact .
O -+ Contact [J nName ¢ Email
@ G Import from Google |:| D Jane Doe jdoe2@content-mobbin.com
JDMobbin .
|:| Js  Jane Smith jsmith2@content-mobbin.com
|:| Js  Jessica Smith jsmith.mobbin5@gmail.com
|)='| |:| Js  Jon Smith jonsmith@content-mobbin.com
ah
O L Tom Lee t57987149@gmail.com
&F X
: Q
|New contact X
Hide tip
Avoid manual entry of your contacts
Connect your CRM or use our Zapier integration and get things done faster.
FIRST NAME LAST NAME
Enter first name Enter last name
EMAIL PHONE
Enter email address Enter a phone number
COMPANY JOB TITLE
Enter a company name Enter a job title
Address v
Cancel Add contact
|New contact X
Hide tip
Avoid manual entry of your contacts
Connect your CRM or use our Zapier integration and get things done faster.
FIRST NAME LAST NAME
Josephine Doerman
EMAIL PHONE
jdoe.mobbini@gmail.com +44 7738 661021
COMPANY JOB TITLE
JDMobbin Product Designer
Address v
|= Contacts Q search (@
All
+ + Contact .
|:| Name 4 Email
O D All contacts
@ Jane Doe A .
|:| D IDMobbin jdoe2@content-mobbin.com
|:| Js  Jane Smith jsmith2@content-mobbin.com
|:| Js  Jessica Smith jsmith.mobbin5@gmail.com
|)='| |:| Js  Jon Smith jonsmith@content-mobbin.com
o)
-
O L Tom Lee t57987149@gmail.com
&F X
: Q


Duplicating a document

screenKeywords:
. Documents My documents Templates Content library Catalog Forms Q search ®
+ -
Cut document creation
O All ° 0,
tlme by 50 /0 (@® Quick access Search templates
@ Shared with me . o . B My templates
dh Spend far less time building documents with the it Select atemplate
ared with me
Trash help of a template — a master copy you can use
again and again.
Import Y
SMART VIEWS N Local file Travel Agency
Trg)ﬁroposal
. Created by me & Google Drive ftinerary
Dropbox - -
4 Upcoming renewals Explore templates Maybe later & OneDrive
|>=_| Expiring soon
o)
(=}
FOLDERS + All = =
P I i
roposats Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥
B  1selected & Collaborate  i[# Duplicate Move ¥, Download [l Movetotrash
Agreement 1 JDMobbin Contract
@® Completed $0.00 o An hour ago
Jessica Smith, Jon Smith, Jane Doe v
Website Development Proposal & Agreement
B ? g ® Completed $000 » Anhourago
Jon Smith, Jane Doe, Jessica Smith v
Website Development Proposal & Agreement copy Draft $0.00 5 Just now
Jessica Smith, Jane Doe, Jon Smith v
JDMobbin Proposal
o+ P Draft $0.00 o Apr19,2024
= X
D Website Development Proposal & Agreement copy successfully created. 0
CGree — SGD 0.00  »  Aprig, 2024
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ .
Cut document creation
O [ Aan ° o,
>, tlme by 50 /0 ® Quick access Q, search templates
O [ Shared with me . o . [ Mytemplates
dh Spend far less time building documents with the v+ Shared with Selectatemplate
2% Shared with me
[ Trash help of a template — a master copy you can use
again and again. i
Import
SMART VIEWS ~ 4 Local file + Travel Agency
o TrgaProposul
‘ 2. Created by me & Google Drive HWEET7
23 Dropbox S —
4 Upcoming renewals Explore templates Maybe later & OneDrive
E @ Expiring soon
)]
(=1
= =
FOLDERS + All = =
» P | L
Bl Proposals Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥
|:| Title Status Value Modified ¥
Agreement 1 JDMobbin Contract =,
D @® Completed $0.00 o An hour ago
Jessica Smith, Jon Smith, Jane Doe v
Website Development Proposal & Agreement .
i [ P P S ® Completed $0.00 © © info g
Jon Smith, Jane Doe, Jessica Smith v
D .JDMobbln Proposal Draft $0.00 o Apri9, 2024
No recipients
Green minimalist professional Business Proposal Presentation
o4 0 P P Draft SGD0.00 o Apr19,2024
(=] o recipients X
= e
Website Development Proposal & Agreement
™ p P 9 Draft $0.00 o Apri7, 2024
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ .
Cut document creation
[ 1 Al ° o,
@ tlme by 50 /0 @ Quick access Q Search templates
[ shared with me . - . B My templates
n Spend far less time building documents with the v+ Shared with Selectatemplate
25 Shared with me
[ Trash help of a template — a master copy you can use
again and again. ﬁ
Import
SMART VIEWS A 4+ Local file + Travel Agency
o Tr‘isg()rfroposal
. . Created by me & Google Drive ftinerary
< Dropbox ; ;
4 Upcoming renewals Explore templates Maybe later & OneDrive
|>=_| @ Expiring soon
o)
(=}
FOLDERS + All = [=]
» P | .
- roposats Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥
B  1selected & Collaborate  i[# Duplicate Move ¥, Download [l Movetotrash
Agreement 1 JDMobbin Contract =
D @® Completed $0.00 o Anhour ago
Jessica Smith, Jon Smith, Jane Doe v
Website Development Proposal & Agreement
P P = ® Completed $0.00 o An hour ago
Jon Smith, Jane Doe, Jessica Smith v
D JDMobbin Proposal Draft $0.00 o Apr19,2024
No recipients
Green minimalist professional Business Proposal Presentation
o 0O P P Draft SGD0.00 o Apri9, 2024
= No recipients X
D
Website Development Proposal & Agreement
ﬁ P p 9 Draft $0.00 o Apr17,2024


Uploading an avatar

actions:
Editing Profile
Uploading & Downloading

screenPatterns:
My Account & Profile
Settings & Preferences

screenKeywords:
Add image X
Uploading
aiony-haust-3TLI_97HNJo-unsplash.png
|Add image X

i Drag and drop your file here E

E Supported files: JPG, PNG, GIF, WebP E

E Select file E
L L B ox &
|Settings ®
+ PERSONAL My account
@ My account
O O= Security Jane
First
@ _‘_ Notifications rstname J D
Iﬂ: S Authorized apps Doe
Last name
WORKSPACE m % Upload photo
D :—E Workspace defaults
4 @ Branding and emails
Email
|’=—| 2. Team and licenses
o) Email is activated Change email
=D 2 Saved messages
<> Integrations
@ Early access Interface language
This setting will update the display language.
ORGANIZATION
. English (United States)
222 Workspaces
@ Users
Signature
2. Roles
1 Billing i i
: %ﬂ& .Zaa :
Ex x
Change signature 0
D
|Settings ®
+ PERSONAL My account
@ My account
O O= Security Jane
First
@ _‘_ Notifications rstname
Iﬂ: S Authorized apps Doe
Last name
WORKSPACE m % Upload photo
D :—__i- Workspace defaults
4 @ Branding and emails
Email
|’=—| 2. Team and licenses
o) Email is activated Change email
=D 2 Saved messages
<> Integrations
@ Early access Interface language
This setting will update the display language.
ORGANIZATION
. English (United States)
222 Workspaces
@ Users
Signature
2. Roles
1 Billing i i
i %«4« .Zao i
Ex x
. Change signature 0
|Add image X
Done!
aiony-haust-3TLI_97HNJo-
unsplash.png


Deleting a page

pageType: Application Application

screenKeywords:
Agreement1 JDMobbin Contract .
= 9 15 )/ 0 Js Js 2\ Manage +2 Invite m © H 0 : ? Needhelp
Draft « $0.00 « [ All documents - Updated less than a minute ago
21 + Document /' Editing v c | Content X
Agreement 1 JDMobbin Co... A . Psy BLOCKS
2 pages Agreement 1 JDMobbin Contract -
2 pages + eoe A Text 1= Image !
1 [):]
a3 Video > | Table ==
= e @ Pricing $= Quote ﬂ
— — A Click to upload an image B il Snliker
— — Table of =: Page break -
e e contents
2 @ FILLABLE FIELDS FOR
(IJJ Dummy Data...
o+ ® Jane Doe (you) v
oo _—
Textfield A | Signature
Document Title
Initials IN Date
Checkbox Radio @
buttons
Document subtitle Dropdown [ ~] Card details [~
Collect files T Stamp £
@ )
Please select... v
£Signature
|Agreement1 JDMobbin Contract .
= 9 oocuvens 15/ JD Js Js &\ Manage +2 Invite m © H 0 : ? Needhelp
Draft « $0.00 All documents - Updated 3 minutes ago
21 + Document /" Editing ¥ [+ | Content X
Agreement 1 JDMobbin Co... A . Psy BLOCKS
3 pages Agreement 1 JDMobbin Contract -
3 pages + eoe A Text 1= Image !
1 u JDMobbin Web Design oo oo
— Page properties || Video > | Table ==
. Duplicate @
‘ . . o =
Merge with page above JDMobbin Web Design Pricing  $=  Quote 7]
Add to Content Library Ag reement B
| Table of = Page break %<
moumem 23 Delete page 9 contents
== S [Client Address]
@ FILLABLE FIELDS FOR
o+ ® Jane Doe (you) v
2 oo
Textfield A | Signature
e $ @ Going down on a curved hill o ~»
I ter  Share
= - " > - Initials m Date
. e Checkbox Radio @
e Emm— buttons
- - — Dropdown Card details
s : > - - e | B
Dummy Data... - - o iy - -
.‘ e . L ) — .
e Lo Rt \ 2 . Collect files T Stamp &
Watch on @ VYouTube


Setting up renewal date

screenKeywords:
JDMobbin Contract
= obbin Gontrac 15 / Jp s s 2\ Manage +& Invite m © E ﬂ Info
Draft « $0.00 « [ All documents - Updated 3 minutes ago
@1 +o / Editi [ -~ JDMobbin Contract
ocument /  Editing ¥ |
O el ..
. o) = -: =
JDMobbin Contract - z = =
3 pages + JRpESS
[5):]
Details Latest activity Settings
|
EXPIRATION
. @ Expire sent document in 60 days.
JDN Renewal settings X P y
Ag r Set a renewal date and enable internal renewal notifications. EFle  [Ifsenttoday, it will expire on Jun 21,2024
RENEWAL DATE ©  AUTOREMINDERS
[Client A e
Renewal date is: April 22nd, 2025 Send first reminder in 5 days via email,
(S i )
Not set further reminders every 7 days until the
o document is completed or expired.
months from document completion date Cll
RENEWAL
b Y e 12 months from specific date  April 22nd, 2024
Going down on a curved hill o
NOTIFICATION EMAIL
A DOCUMENT SEQUENCE
Notify document owner days before renewal.
X No sequence applied
I " ‘ ] SuEly RECIPIENT VIEW LANGUAGE
English (United States)
TAGS
No tags yet
Watch on @ VYouTube Xe
|JDMobbin Contract
= 15 /(D Js Js &2\ Manage +2 Invite m © E © Info
Draft « $0.00 « [ All documents - Updated 3 minutes ago
@1 +o / Editi [ -~ JDMobbin Contract
ocument /  Editing ¥ |
O el ..
. o) = -: =
JDMobbin Contract - 2 TE s
3 pages + .oe o
[5):]
Details Latest activity Settings
EXPIRATION
J DN @ Expire sent document in 60 days.
A r Renewal settings X E{g If sent today, it will expire on Jun 21, 2024
|
g Set a renewal date and enable internal renewal notifications.
RENEWAL DATE 9 AUTO REMINDERS
[Client A
® Not set @ Send first reminder in 5 days via email,
otse further reminders every 7 days until the
months from document completion date gE document is completed or expired.
months from specific date RENEWAL
Going down on a curved hil| o
days before renewal. DOCUMENT SEQUENCE
X No sequence applied
. ’“ ~ 3 Cancel
‘ . RECIPIENT VIEW LANGUAGE
’ — English (United States)
e -
TAGS
No tags yet
Watch on @ Youlube Xe
|= JDMobbin Contract [EEETIETE T5 /(D Js Js & Manage  +& Invite m o H @ info
Draft « $0.00 All documents « Updated 2 minutes ago
. [ -~ JDMobbin Contract
@1 4 Document Z Editing ¥ (+] |
=—— Draft
JDMobbin Contract = P g
3 pages + oo A o
[):]
Details Latest activity Settings
|
EXPIRATION
. = @ Expire sent document in 60 days.
JDMobbin Web Design
F If sent today, it will expire on Jun 21, 2024
Agreement d
©  rUuTOREMINDERS
[Client Address]
No auto reminders will be sent.
(S
o+ RENEWAL
oo
No renewal set
$ @ Going down on a curved hill o ~»
T o DOCUMENT SEQUENCE
- No sequence applied
. RECIPIENT VIEW LANGUAGE
. — ' English (United States)
e L. \ ‘ Wiy s
e S - -
. - - | 2 ——— TAGS
« h -
No tags yet
Watch on @ Youlube xe
|= JDMobbin Contract [EEETIETE T5 /(D Js Js & Manage  +& Invite m o H @ info
Draft « $0.00 All documents - Updated 4 minutes ago
. [ -~ JDMobbin Contract
@1 4 Document Z Editing ¥ (+] |
=—— Draft
JDMobbin Contract = P g
3 pages + eoe o
[):]
Details Latest activity Settings
|
EXPIRATION
. = @ Expire sent document in 60 days.
JDMobbin Web Design
F If sent today, it will expire on Jun 21, 2024
Agreement d
©  rUuTOREMINDERS
[Client Address]
@ Send first reminder in 5 days via email,
further reminders every 7 days until the
- document is completed or expired.
oo
RENEWAL
4 : i ~»
» @ Going down on a curved hill ° Renewal date is set to 12 months from A
Later Share 29nd. 2024
DOCUMENT SEQUENCE
W - No sequence applied
e - - -p
s Wy a
» N h — RECIPIENT VIEW LANGUAGE
\ I-‘ ’ —— ~
< 5 - English (United States)
TAGS
No tags yet
Watch on @ Youlube xe


Moving a document

screenPatterns: Move Select

screenKeywords:
Move 1item to... X
Al ) [ +]
' Proposals
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ -
Cut document creation
O All ° 0,
@ ) tlme by 50 /0 G) Quick access Search templates
Shared with me . o . B My templates
n Spend far less time building documents with the shared with Selectatemplate
ared with me
Trash help of a template — a master copy you can use
again and again. E
Import
SMART VIEWS ~ Local file Travel Agency
Trg) Proposal
. Created by me & Google Drive ftinerary
Dropbox - -
4 Upcoming renewals Explore templates Maybe later & OneDrive
|>=_| Expiring soon
o)
(=}
FOLDERS + All = [=]
p I i
roposats Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥
Title Status Value Modified ¥
Agreement 1 JDMobbin Contract
@® Completed $0.00 o An hour ago
Jessica Smith, Jon Smith, Jane Doe v
JDMobbin Proposal Draft $0.00 o Apr19,2024
Green minimalist professional Business Proposal Presentation
P P Draft SGD 0.00 o Apr19,2024
Website D | t P 1 & A t
0s ebsite Development Proposa greemen Draft $000 © Apri7,2024
= Jane Doe, Jessica Smith ¥ X
=
Proposals 0 7 minutes ago
|Move 1item to... X
Al ) [ +]
"0 Proposals
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ .
Cut document creation
[ 1 Al ° o,
@ tlme by 50 /0 @ Quick access Q Search templates
[ shared with me . - . B My templates
n Spend far less time building documents with the v+ Shared with Selectatemplate
25 Shared with me
[ Trash help of a template — a master copy you can use
again and again. ﬁ
Import
SMART VIEWS A 4+ Local file + Travel Agency
o Tr‘isg()rfroposal
. . Created by me & Google Drive ftinerary
< Dropbox ; ;
4 Upcoming renewals Explore templates Maybe later & OneDrive
|>=_| @ Expiring soon
o)
(=}
FOLDERS + All = [=]
» P | .
- roposats Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥
B  1selected & Collaborate  i[# Duplicate Move ¥, Download [l Movetotrash
Agreement 1 JDMobbin Contract =
D @® Completed $0.00 o Anhour ago
Jessica Smith, Jon Smith, Jane Doe v
Website Development Proposal & Agreement
P P = ® Completed $0.00 o An hour ago
Jon Smith, Jane Doe, Jessica Smith v
D JDMobbin Proposal Draft $0.00 o Apr19,2024
No recipients
Green minimalist professional Business Proposal Presentation
o 0O P P Draft SGD0.00 o Apri9, 2024
= No recipients X
D
Website Development Proposal & Agreement
ﬁ P p 9 Draft $0.00 o Apr17,2024


Adding a text field

hotspotType: Drag

screenKeywords:
__ JDMobbin Contract .
= +2 Invite m o H 0 : ? Needhelp
Draft « SGD 0.00 « [] All documents - Updated less than a minute ago
21 -+ Document /' Editing v c | Content X
H BLOCKS
Document Title 2,
Text T- Image
Av L Imee N
oo
a3 Video > | Table ==
Document subtitle @
Pricing $= Quote ﬂ
table builder
Table of =: Page break -
Enter value @ contents
o+
oo FILLABLE FIELDS FOR
Q Start typing name or email «
Text field Signature 7
Initials IN Date
Checkbox Radio @
buttons
Dropdown El Card details E
Created by: Prepared for:
v P Collect files T Stamp £
XQ
+
|— JDMobbin Contract [EEITETE .
= +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
21 -+ Document /' Editing v c | Content X
H BLOCKS
Document Title 2,
Text Image
A9
oo
El Video Table
Document subtitle @
Pricing Quote
table builder
15 | &tAssign HedE M B
Table of Page break
| Enter value I @ contents
o+
oo FILLABLE FIELDS FOR
Start typing name or email «
.. Textfield Signature 7
Initials IN Date
Checkbox Radio @
buttons
Dropdown El Card details E
Created by: Prepared for:
v P Collect files T Stamp £
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]
[Sender.Company] [Client.Company]
XO
+
|__ JDMobbin Contract .
= +2 Invite m o H 0 : ? Needhelp
Draft « SGD 0.00 « [] All documents - Updated less than a minute ago
21 -+ Document /' Editing v c | Content X
H BLOCKS
Document Title 2,
Text T- Image
Av L Imee N
oo
a3 Video > | Table ==
Document subtitle @
Pricing $= Quote ﬂ
table builder
23
Table of =: Page break -
@ contents
o+
oo FILLABLE FIELDS FOR
Q Start typing name or email «
Textfield A | Signature /7
Initials IN Date
Checkbox Radio @
buttons
Dropdown El Card details E
Created by: Prepared for:
v P Collect files T Stamp £
XQ
+
|__ JDMobbin Contract .
= +2 Invite m o H 0 : ? Needhelp
Draft « SGD 0.00 « [] All documents - Updated less than a minute ago
21 -+ Document /' Editing v c | Content X
COVER PAGE + 0oo Py BLOCKS
-
Text T- Image
A0 L Imee N
oo
a3 Video > | Table ==
A. Click to upload an image @
Pricing $= Quote ﬂ
table builder
Table of =: Page break -
@ contents
gE FILLABLE FIELDS FOR
Q Start typing name or email «
Document Title Textfield | Signawre 7
Initials IN Date
) Checkbox Radio @
Document subtitle buttons
Dropdown El Card details E
Collect files T Stamp £
xe


Adding a recipient

screenKeywords:
— JDMobbin Contract .
= m JD Js 2 Manage +2 Invite m © E 6 H ? Need help o
Draft « SGD 0.00 All documents - Updated 3 minutes ago
21 -+ Document M~ /' Editing v @  Recipients X
o Add at least one recipient to view
JDMobbin Contract - | and/or sign your document.
2 pages + oo AQ Start typing name or email
oo -
a3 D Jane Doe Signer
jdoe2@content-mobbin....
H H @ Jon Smith CC
JDMOben Web Des'gn E jonsmith@content-mobb...
Ag reement Set signing order (J
S} Customize the order in which your
recipients will sign this document.
o+
oo .
Approval required (J
Require document to be approved
before it can be sent to recipients.
RECIPIENT PERMISSIONS
$ @ Going down on a curved hill o ~»
Later Share Document forwarding ()
- Allows you to forward this document to
another recipient. They will be added
asaCC.
) Signature forwarding ()
-, - - . - . Allows your recipients to forward this
» e S . a document to others for signing.
B W p 3 —— -
- E s Suggest edits (J
. Allows recipients to suggest edits to
document.
Resolve suggested edits
Watch on @ VYouTube 1
Download
Allows recipients to download this
|JDMobbin Contract .
= [oocumevrs JD & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
21 -+ Document M~ /' Editing v @  Recipients X
o Add at least one recipient to view
JDMobbin Contract - | and/or sign your document.
2 pages + oo AQ jonsmith v
oo e
s Jon Smith
EI jonsmith@content-mobbin.c...
@ &+ Add jonsmith as recipient
JDMobbin Web Design
g E? & Add jonsmith as recipient...
S} Approval required (J
Require document to be approved
o+ ; o
oo before it can be sent to recipients.
RECIPIENT PERMISSIONS
Document forwarding ()
[ Goi d d hill ° » Allows you to forward this document to
» 4 oing aown on a curve I another recipient. They will be added
Later  Share asa CC.
Signature forwarding ()
Allows your recipients to forward this
- document to others for signing.
e - -0_‘:; Suggest edits (J
_—
"C\ h“‘« ’ — e Allows recipients to suggest edits to
' | ae document.
« -
L Resolve suggested edits
Download ()
Watch on @8 YouTube Allows recipients to dawnloag "O
Attach a PDF to email Q
|JDMobbin Contract .
= obbin Contract [EEIIETE o &\ Manage +& Invite m © E 6 : ? Need help D
Draft « SGD 0.00 All documents - Updated 21 minutes ago
21 -+ Document M~ /' Editing v c | Content X
g Manage recipients P9y BLOCKS
JDMobbin Contract and recipient groups D
2 pages + eoe A Text Image
oo
El Video Table
H H @ Pricing Quote
JDMobbin Web Design
B
Agreement ¢
Table of Page break
@ contents
o+
oo FILLABLE FIELDS FOR
® Jane Doe (you) v
Textfield A | Signature
» @ Going down on a curved hill (Y ~»
Later  Share
Initials IN Date
Checkbox Radio @
W ' - buttons
-3 -
L » Wy i Dropdown Card details
- =, : = = =
. - T )
= ; Collect files 1, Stamp £
Watch on @ VYouTube XO
|— JDMobbin Contract [EEIETE .
= JD & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents - Updated 21 minutes ago
21 -+ Document M~ /' Editing v @  Recipients X
o Add at least one recipient to view
JDMobbin Contract - | and/or sign your document.
2 pages + o AQ Start typing name or email «
oo
a3 D Jane Doe Signer
jdoe2@content-mobbin....
H H @ Set signing order (]
JDMobbin Web Design -
F Customize the order in which your
Ag reement 5 recipients will sign this document.
S} Approval required (J
o+ Require document to be approved
oo before it can be sent to recipients.
RECIPIENT PERMISSIONS
Document forwarding ()
[ . : ° » Allows you to forward this document to
» 4 Gomg down on a curved hill another recipient. They will be added
Later  Share asa CC.
Signature forwarding ()
Allows your recipients to forward this
- document to others for signing.
e - -0_‘:; Suggest edits (J
_—
‘\ h“‘« ’ —— — Allows recipients to suggest edits to
| ae document.
« -
L Resolve suggested edits
Download ()
Watch on @3 YouTube Allows recipients to download X
document.
Attach a PDF to email Q
|__  JDMobbin Contract .
= JD Js 2\ Manage +2 Invite m ©® E 0 H ? Need help o
Draft « SGD 0.00 All documents - Updated 3 minutes ago
21 -+ Document i~ 7 Editing ¥ @  Recipients X
o Add at least one recipient to view
JDMobbin Contract -t | and/or sign your document.
2 pages r oo AQ Start typing name or email
oo -
3 D Jane Doe Signer
jdoe2@content-mobbin....
H H @ Jon Smith CC
JDMOben Web Des'gn = jonsmith@content-mobb...
Ag reement Set signing order (
@ Customize the order in which your
recipients will sign this document.
o+
oo .,
Approval required (L
Require document to be approved
before it can be sent to recipients.
RECIPIENT PERMISSIONS
» & Going down on a curved hill (Y ~»
. ater Share Document forwarding ()
Allows you to forward this document to
another recipient. They will be added
asaCC.
g .
Signature forwarding ()
- - ?e_‘ » Allows your recipients to forward this
N o . el document to others for signing.
L .J-.\" | 2 — -
¢ \- - Suggest edits (U
Allows recipients to suggest edits to
document.
Resolve suggested edits
X
Watch on @B YouTube Jon Smith has been added as a recipient. X
Download
Allows recipients to download this
|__  JDMobbin Contract .
= +2 Invite m O H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
@1 4 pocument 7 Editing ¥ [+ | Content X
. e BLOCKS
JDMobbin Contract -
2 pages + eoe Ao Text I- Image =
oo
3 Video [ » | Table ==
. . @ .. .
JDMobbin Web Design e 5 e O
7
Agreement ¢
Table of =: Page break (-
@ contents
o+
oo FILLABLE FIELDS FOR
Start typing name or email
Textfield A | Signature 1
» & Going down on a curved hill o ~»
ater  Share
Initials m Date
Checkbox Radio @
o -P
- Wiy Dropdown E| Card details E
» o . e
\ h“~ » N -
. e -
2 Collect files T Stamp £z
Watch on @ VYouTube xe


Creating a document (template)

screenElements: Dialog Banner Icon

screenElements:
Thumbnail
Grid List
Tab

screenElements: Avatar Badge

screenElements:
Top Navigation Bar
Tab

screenElements:
Avatar
Badge
Full-Screen Overlay
Top Navigation Bar
Carousel
Banner
Skeleton
Dialog
Banner
Icon
Thumbnail
Grid List
Tab
Loading Indicator
Illustration
Top Navigation Bar
Tab

screenPatterns:
Add & Create
Guided Tour & Tutorial
Loading
Browse & Discover
Loading
Feature Info

pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
Addd ipi x
ocument recipients
This template includes roles, which help assign fields to recipients automatically.
Document name
Website Development Proposal & Agreement
‘ JS  Jessica Smith cuiEnT Email v
‘ JD  Jane Doe SENDER Email v
=+ Add recipient Skip
|Search...
Design and development e
setoment of Work for Digitalfransformation
CATEGORIES e Compeny. statgment of work for
[CliEnt.Company]
Get started now Use template
Featured
© Preview - =
Community Gallery o
Presentations y
- - -’
Agreements i e
Brief Templates ]
@ Aelieve
Business plans Rareloop Rareloop
Car Website Development
Proposal & Agreement Design and Development Digital Transformation
Construction Statement of Work Statement of Work
Consulting
Contracts Chozit y @ 3 \,6
. . — e
5 i
Bill of Sale ¢ g;v.F;),,
Basic - ®m N 2
Education ¢ Y i i i
A ) B Reglstratlon Form - . @
HR & Recruiting @
Family R e — . (é
Financial ‘ . ""'""“‘l'g:“‘f:;:::;rm' for
Healthcare
Invoices s @ s
Legal o
Lease Agreement Templates o Onlinevanstart e Wamly () Two Six
Manufacturing Basic Offer Proposal Basic Registration Form Performance Marketing
: Proposal
Marketing P
NDA Templates
Notary
|Add d ipi x
ocument recipients
This template includes roles, which help assign fields to recipients automatically.
Document name
Website Development Proposal & Agreement
Add recipient cLENT
Start typing name, email or group
Add recipient SEnDer
Start typing name, email or group
=+ Add recipient skip
|To begin sending documents, please verify your email by clicking the activation link we just sent to jdoe2@content-mobbin.com. Resend verification email X
— Website Development Proposal & Agreement .
= P P 9 0 & Manage +2 Invite m © H 06 : ? Need help
Draft « $0.00 All documents - Updated 3 minutes ago
21 -+ Document /" Editing ¥ 0 | Content X
i P BLOCKS
Website Development Proposal & Agreement -
8 pages + oo Ao Text Image
oo
/ p
/' / || Video Table
WEBSITE DEVELOPMENT PROPOSAL & /
AF‘ REEMENT \‘ VA [/ @ | e Quote
+ b m— — . / table builder
. \ : B-
For / 5
2 e DG | / Table of Page break
[Client.Company] = f e =
Created by: Vi /f gE FILLABLE FIELDS FOR
DMobbi LN g ©® Jessica Smith M
a \ / Text field Signature
Prepared for: i /
% gis: LA ! 5 — ,‘v' Initials Date
[Client Company] | | .
e e / Checkbox Radio
re~— [ —— Y buttons
\ BRI R B L ] | e ] —
1 e T e ‘
', » H f T % Dropdown Card details
o '.':"_:."_:.f.f.:,{; b | T i e /
\\ s A 4 & ‘* T i y
o AR [ S ; Collect files Stamp
\
\ TTTCTT N | e \/
4 [ = A "‘ Vs ot
s \“\‘ e — o » — ,7% = L / = € ~ o~
/ - X
ETRE Wy “f’\’ WAE Your verification email should arrive shortly. m G
: aud \ = _
1 \ 2 o . T A 7T
= R I .- oy o= el e LN NIN
|To make PandaDoc faster, we are upgrading our system on Apr 21, 01:00 AM - 05:00 AM PST. During this maintenance window, the PandaDoc application will not be available. More details X
(o)
|& Back Website Development Proposal & Agreement _ _
|\ ‘ ;
WEBSITE DEVELOPMENT PROPOSAL &
REEMENT \|/ NSRS LadaRy A ' /
or | / I
: | [00) /
[Oller/\}.Company L ) /s i ,
Created by: ‘ Iy
\\/b / - B 4 s —— / 'r"/ ,,' /
[Sendei\.FirstName] [Sender.LasA\ame] W SNE N SOy _\’_7_'7'_”\
[Sender. omp7ny] 1 ] W— - e
’ | | W W i
Preparedi‘of'/ // / / /// /'1 /'I/.Lk/ A ’// / // t/
\/ : e ey . LA N I///./,
[Client.FirstName] [Client.LastNam : ' / V79 7d 1 SR
¢ [Client.Company]/ y ,./ )
| / /
- e -:.“‘_ 1 ,|_ \ i/ N
P / 1l / ’ [P N,/ / = \
fE—— | || S, 0D
.:""‘. % BT § ‘\.‘ | v /‘ iy “ ——r— ¢
\.> \ _‘,_A-—_-f‘%.‘:-——" i "‘\‘—__ . A A\ XV 55k,
Vg s AX’/ TN VY V7w .
A A S "i-- i) e /’h“ T\ 4%‘7
= L A ( e } - \ 7P A
_ \\ \’ J /{'“\ ‘,-:;_-v — v /\-/ ¢
| [ L e of y N . . - L7+ X N
i’\‘ﬁ ot 4w B ey 07 5
SNVALE o o I R BV S0 iy
|Addd ipi x
ocument recipients
This template includes roles, which help assign fields to recipients automatically.
Document name
Website Development Proposal & Agreement
‘ JS  Jessica Smith cuiEnT Email v
‘ JD  Jane Doe SENDER Email v
o+ Add recipient skip
|Search...
Community Gallery
CATEGORIES
Welcome to our Community Gallery — home to the best template designs by people who use
Get started now PandaDoc most. Browse, re-use, contribute
Featured
Community Gallery
Presentations B :
Agreements ‘ konnect,
wdm ’ a_» digital.
Brief Templates N =
(aiNTES 10) SLON -
Business plans PRESIDENT'S CLuB MEDIA e T e T e e
Car 30 Minutes
to President's Club Sales Tk =
Construction Proposal Template N ,
Consulting R — \ ¢ ﬁ‘ * ’ g
p 4
Contracts ‘. A
30 Minutes to President's — >
Bill of Sale Club Sales Proposal Template s Slon Media Konnect Digital
Education Digital Marketing Services Mobile Development
HR & Recruiting Proposal Proposal
Family
Financial Share your template with other PandaDoc users
Healthcare Got a document you're proud of? We'll help you to turn it P U
into template you can add to our Community Gallery. \%
Invoices %\
Legal
<+ Share your document
Lease Agreement Templates
Manufacturing
\ 1
i \ B AsseTaank
NDA Templates g e (Client Company]
Services i A
Notary Agreement . <—2
|To make PandaDoc faster, we are upgrading our system on Apr 21, 01:00 AM - 05:00 AM PST. During this maintenance window, the PandaDoc application will not be available. More details X
— Website Development Proposal & Agreement .
= P P 9 0 & Manage +2 Invite m © H 06 : ? Need help
Draft « $0.00 All documents - Updated 3 minutes ago
21 -+ Document /" Editing ¥ 0 | Content X
i P BLOCKS
Website Development Proposal & Agreement -
8 pages + oo Ao Text Image
oo
/ p
/' ; || Video Table
WEBSITE DEVELOPMENT PROPOSAL & /
AF‘ REEMENT \‘ VA [/ @ | e Quote
+ b — . / table builder
. \ : B-
For / 5
2 e G | / Table of Page break
(Client.Company] e / e =
ot bl it A £ R /
] - |
Created by: i ] | gE FILLABLE FIELDS FOR
DMobbi LN i ©® Jessica Smith M
i | / Text field Signature
Prepared for: I S /
% R LA ! ' — ,‘v' Initials Date
[Client Compary] 1 | .
: }
i e / Checkbox Radio
ST — [ ——lY buttons
\ TRENEN R . ] / 7
SRS B | by ] e ‘
', |- - [ e % Dropdown Card details
\ s it SR | s Vel o\ £,
SIS BN 3 | T i ¥ _ /
\\ g s 4 & ‘* \\ y
\ o TR [ s ; Collect files Stamp
\ T N e v \/
4 [ e "“ Vs =t
= \ -5 0 o 0 ! \ / .
! | —" & W T ——— e b
A B 1~ — R [} W omm——t : " \‘;.
IR = Ty o 71 alll A% \ } [ T 7%3 7 Z.:\
> g \ N\ TR e / o -\ Sy T
= WL 1 R ¢ -y s o= i g LN NN
|To make PandaDoc faster, we are upgrading our system on Apr 21, 01:00 AM - 05:00 AM PST. During this maintenance window, the PandaDoc application will not be available. More details X
— Website Development Proposal & Agreement .
= P P 9 0 & Manage +2 Invite m © H 06 : ? Need help
Draft « $0.00 All documents - Updated less than a minute ago
21 -+ Document /" Editing ¥ 0 | Content X
i P BLOCKS
Website Development Proposal & Agreement -
8 pages + oo Ao Text Image
oo
/ /
/' || Video Table
WEBSITE DEVELOPMENT PROPOSAL & /
Ap REEMENT \\ / ‘,"/ @ Pricing Quote
N (A — ¥ I/ table builder
For i B
3 [TYq I Table of Page break
[Client.Company] -y | © | comonis
=\ 13 [ n /
| TR
: | o+
Created“by. / | | ‘ 9 FILLABLE FIELDS FOR
: o B i i 0 ey L ] ) /
BN T i @ Jessica Smith v
) — ) | / Text field Signature
& _— B g T 4
) —— | Initials Date
S | | ]
§ J \ /
2 | | /
1 e Checkbox Radio
EIETERTE — [V buttons
\ TRENEN R . ] | e —
i 1 v s DAl [y | e
Congratulations! You've created a e G ‘ e, T Dropdown T
document from a template it SR ) ] oy e\
i i) .-. ” - % i \ 4 e
ild a library of templates f oo @1 | Vs y
Build a library of templates for contracts, A ) —__ ; Collect files Stamp
agreements, and sign-offs that any member of 4 Ve N e \ £ /
your team can use. You'll ensure consistency and . [ e —— =0 & = y
save everyone time. b B S A L / s ©
. ﬂf‘ oo | SRR / - - /
. el i S P
Skip T BV il WA / Tt/ N
e QNN 1 [T\ S
e WL S R -y e = e g LN “
|WEBSITE DEVEL GPMENT PROPOSAL &
Search... e, A i
[Client.Company] Design and development Rareloop
, SeRPant ot otk for Digitalfransformation
CATEGORIES 5 {GhertCompeny] statément of work for
[Cliént.Company]
Get started now : I e —
Featured '
Community Galler rEAe v y | o
Y Y - .,,a\? ‘ -
Presentations -t ;{/ e (24 ﬁ
Zeaw (/) A7 o o -7 -
| | 3 3 i
Agreements o )-7 . = = 4
Brief Templates A i
@ Aelieve
Business plans Rareloop Rareloop
Car Website Development
Proposal & Agreement Design and Development Digital Transformation
Construction Statement of Work Statement of Work
Consulting
L]
Contracts ® womly i . % .
2 - [.,-9 hq', .
Bill of Sale 2 S . ) @,
Basic - g
Education C 2 $ .
= B Registration Form - .\ A
HR & Recruiting ‘w e0.5.
Dot | Bt 5\
— y
Family R T m— « O((‘)
Financial ‘ . Mwm}m?;:: :;rml for
Healthcare
Invoices S @ B s
Legal o
Lease Agreement Templates © Onlinevanstart © wamly (@) Two Six
Manufacturing Basic Offer Proposal Basic Registration Form Performance Marketing
: Proposal
Marketing P
NDA Templates
Notary
|Search...
Community Gallery
CATEGORIES
Welcome to our Community Gallery — home to the best template designs by people who use
Get started now PandaDoc most. Browse, re-use, contribute
Featured
Community Gallery
Presentations
Agreements
Brief Templates
Business plans
Car
Construction
Consulting
Contracts
Bill of Sale 30 Minutes to President's Slon Media Konnect Digital
. Club Sales Proposal Template
Education _ . A .
Digital Marketing Services Mobile Development
HR & Recruiting Proposal Proposal
Family
Financial Share your template with other PandaDoc users
Healthcare Got a document you're proud of? We'll help you to turn it !) U
into template you can add to our Community Gallery. \%
Invoices %\
Legal
<+ Share your document

Lease Agreement Templates
Manufacturing
Marketing
NDA Templates
Notary
|X
.
How would you like to start?
Create documents up to 50% faster
Upload and eSign your own document Get started with our template gallery
PandaDoc offers secure, legally binding eSignatures — Learn how you can save time by creating sparkling,
get started by uploading a document of your own. error-free documents from a template.
|Search...
Get started now
CATEGORIES
Browse our array of brilliant options.
Get started now
Featured
: oc e Buildi s ———
Community Gallery e e Quo’” LTI
Presentations i Estimated Costs
Invoice o e e Qs
Agreements T R C
. - TLE o s = e
Brief Templates = — o
- Business Proposal Template s
Business plans o for [Client.Company] et Sehadee o
Car et iy St
Construction g
Consulting
Contracts Invoice Business Proposal Template Building Quote
Bill of Sale
Education Pondaoc [ oncooec
HR & Recruiting
Family Non Disclosure .
Agreement Marketing Proposal
Financial e o
Healthcare
Invoices R
Legal P
Lease Agreement Templates
Manufacturing NDA Template Marketing Proposal
Marketing
NDA Templates
Notary
|Search...
CATEGORIES

Get started now
Featured
Community Gallery
Presentations
Agreements
Brief Templates
Business plans
Car
Construction
Consulting
Contracts )
Bill of Sale
Education
HR & Recruiting
Family
Financial
Healthcare
Invoices
Legal
Lease Agreement Templates
Manufacturing
Marketing
NDA Templates
Notary
|by -,
.7 %
o , \
Work more efficiently with
your product catalog
Store your most frequently used items in the catalog
so you can create proposals and quotes in a snap.
|= Website Development Proposal & Agreement 1) 2 Manage +2 Invite m ® E 0 : 2 Need help
Draft « $0.00 All documents « Updated 5 minutes ago
21 -+ Document /" Editing ¥ 0 | Content X
i P BLOCKS
Website Development Proposal & Agreement -
8 pages + oo Ao Text Image
oo
/ p
’/' / || Video Table
WEBSITE DEVELOPMENT PROPOSAL & 4
AF; REEMENT \‘ / // @ | e Quote
R :’-—— — . / table builder
For i B
/
2 : 7Y | / Table of Page break
\[c\lienﬁ‘ M mpany] _— / @  comens
Bt ity | . n /
| T ‘
Created by: Vi ] | gE FILLABLE FIELDS FOR
| ’ L R By, SN / . .
N @ Jessica Smith v
Jand Dod JDMobbi I \ o Gl L e j
\ J
i | / Text field Signature
Prepared for: i S /
% gis: LA ! = — ,‘v' Initials Date
(pssica il [CIGAECBA] | f
| | \ J
| e e ‘ / Checkbox Radio
e | — | \\ buttons
\ TR RN ] / .
Cohtiseedt o | [ - )
' |- i | \7 [ Dropdown Card details
i criadE TN T L T o %
\ PO B & | 177 N g, Y
\ LIRS ) [ ! f / ; Collect files Stamp
\ S i/ e L =R ,‘
S 5 e — ; / & f -
o ? “‘\‘ 8 ‘b4 o > ?:“ “\ [aal U Vir‘} 7 O B / L 7 b - 7
\ LS R YN iy~ .
et e T m——
a — \ N\ ‘ j R NN R X
aRE i Y R »\7 G
- e S ‘i\\ £ : o R ¥ AT ‘ ;.v. b ) TP
LA -/ N N eda ~TRASE R a8 | A NR WY \l /A \


Adding items from content library

actions:
Adding & Creating
Selecting & Choosing

screenPatterns:
Select
Add & Create

screenElements:
Tile
Grid List

screenPatterns:
Select
Add & Create
Browse & Discover

screenKeywords:
JDMobbin Contract .
= obbin Contract [EEIEE J s Js 2\ Manage 12 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated 2 minutes ago
[E11 <+ Document i~ /" Editing ¥ 0 Content Library highlights X
. Recent Featured
JDMobbin Contract ah _
2 pages + oo AQ Search...
oo
] =y
® 7 -
B
Agreement ¢
@ About us: centered  About us: left align
with video
o+
on About us. About us.
SEREE A 7/:—— -
3% “WH
$ @ Going down on a curved hill o ~»
ter  Share
e About us: small About us: two
s image images bottom
v "N : SR SRR ok = ‘ E
* - ~_ ~ . . -
= Mg y -
—— K - - -
Advantages: three  Advantages: three
columns columns with icons
, Deselect all X
Watch on @ VYouTube Q
+ Add2items
|— JDMobbin Contract .
= EE=TEE JD Js Js S\ Manage +2 Invite m ® E 6 H ? Need help D
Draft « SGD 0.00 All documents « Updated less than a minute ago
[E11 <+ Document i~ /" Editing ¥ 0 Content Library highlights X
2 pages + eee 2 Recent  Featured
AQ Search...
oo
] . El = » \‘: o - S
JDMobbin Web Design @
Ag reeme nt ]
23
@ About us: centered  About us: left align
with video
o+
on About us. About us.
=EEDE E ,; o,
$ @ Going down on a curved hill (Y ~» g ﬁ 0?ﬁ
- ter  Share 3% “WH
- -
About us: small About us: two
image images bottom
y . . - o . SR SRR ok - . -
- . % L =
- . B
Advantages: three  Advantages: three
columns columns with icons
Watch on @ VYouTube — oo o
Loading.. Open Content Librarye
Header Column 1 Header Column 2
|JDMobbin Contract .
= obbin Contract [EEIEE J s Js 2\ Manage 12 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated 1 minute ago
[E11 <+ Document i~ /" Editing ¥ 0 Content Library highlights X
. Recent Featured
JDMobbin Contract ah _
2 pages + oo AQ Search...
oo
] o\d
® 7 -
B
Agreement ¢
@ About us: centered  About us: left align
with video
o+
on About us. About us.
SEREE A 7/:—— -
3% “WH
$ @ Going down on a curved hill o ~»
ter  Share
e About us: small About us: two
s image images bottom
v "N : SR SRR ok ‘-(;: ‘ E
* - ~_ ~ . . -
= Mg y -
—— K - - -
Advantages: three  Advantages: three
columns columns with icons
, Deselect all X
Watch on @ VYouTube Q
+ Add1items
|= JDMobbin Contract D Js Js & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
11 <+ Document /" Editing ¥ 0 Content Library highlights X
Row 1 Row 1
PSy Recent  Featured
-y ——
Search...
Our advantages 83 |
. . . =
Reliability Experience Innovation
We are a solid, trusted, We are a solid, trusted, We are a solid, trusted, @ CE—
HoF raod accountable partner. accountable partner. accountable partner. T
break Fs?
Stablllty TeCh nOIOQy Secu I"Ity @ About us: centered  About us: left align
We are a solid, trusted, We are a solid, trusted, We are a solid, trusted, e with video
accountable partner. accountable partner. accountable partner. oo . .
" e
397 “WH
Our advantages
’@‘ About us: small About us: two
‘} > image images bottom
= “M T s e a
Innovation Reliability Technology = = & s ® &
We are a solid, trusted, We are a solid, trusted, We are a solid, trusted, ) ' i
accountable partner. accountable partner. accountable partner.
g Advantages: three  Advantages: three
columns columns with icons
. ~ualn T e
Experience Security Stability = == o= xg
We are a solid, trusted, We are a solid, trusted, We are a solid, trusted, Open Content Librarye
accountable partner. accountable partner. accountable partner.
|— JDMobbin Contract .
= EE=TEE JD Js Js S\ Manage +2 Invite m ® E 6 H ? Need help D
Draft « SGD 0.00 All documents « Updated less than a minute ago
IB1 + Document ﬁ Editing ¥ 0 Content Library highlights X
. Recent Featured
JDMobbin Contract ah _
2 pages + oo AQ Search...
oo
® 7 -
B
Agreement ¢
@ About us: centered  About us: left align
with video
o+
oo About us. About us.
e
ﬂﬁ N
$ @ Going down on a curved hill o ~»
Later  Share
About us: small About us: two
image images bottom
e W _'\ _o‘.‘ ER SRR oE: "'(;" “ g
A ol 4 3 —— -
@ -
Advantages: three  Advantages: three
columns columns with icons
= = ez X
Watch on @ VYouTube 0
Open Content Library
|— JDMobbin Contract .
= EE=TEE JD Js Js S\ Manage +2 Invite m ® E 6 H ? Need help D
Draft « SGD 0.00 All documents « Updated 1 minute ago
IB1 + Document ﬁ Editing ¥ 0 Content Library highlights X
. Recent Featured
JDMobbin Contract ah _
2 pages + oo AQ Search...
oo
® 7 -
B
Agreement ¢
@ About us: centered  About us: left align
with video
o+
on About us. About us.
& %
ﬂﬁ “wH
$ @ Going down on a curved hill o ~»
Later  Share
About us: small About us: two
image images bottom
. -..\ . - . = = 2% = N e
\ I-‘ ’ —— ~
« h -
Advantages: three  Advantages: three
columns columns with icons
FEe et ®rE- X
Watch on @ VYouTube 0
Open Content Library


Inviting a collaborator

screenElements:
Popover
Banner
Trial Bar

screenElements:
Illustration
Popover
Banner
Trial Bar
Select
Dropdown Menu

screenPatterns:
Invite Teammates
Subscription & Paywall

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
__ JDMobbin Contract .
= D Js Js 2, Manage +2 Invite m ® E o : ? Need help D
Draft « $0.00 « [] All documents « Updated 2 minutes ago
@1 + Document = Collaborate on JDMobbin Contract X diting ¥ (+) | Content X
: 0 BLOCKS
JDMobbin Contract -
3 pages t57987149@gmail.com Send invitation o Text I Image .|
- [5):]
Jane Doe || Video [ Table ==
e jdoe2@content-mobbin.com
0‘ Pricing $= Quote ﬂ
table builder
\ 24
o — Table of =: Page break 5¢-
e contents
2 2 /-
ﬁ h @ FILLABLE FIELDS FOR
Collaborate with 20 other users — free! o+ ® Jane Doe (you) M
Invite anyone within or even outside your organization — partners, contractors,
consultants — to view and comment on your documents at no extra cost. Textfield A | Signature z
Going down on a cu Eine) e ey
Initials IN Date
- Checkbox Radio @
g Ty buttons
L
3 Dropdown El Card details E
-
Collect files 1 Stamp £
Watch on @ VYouTube
|__ JDMobbin Contract .
= b Js s & Manage  +& Invite m o H 0 : ? Needhelp
Draft « $0.00 « [] All documents « Updated 1 minute ago
@1 + Document = Collaborate on JDMobbin Contract X diting ¥ (+) | Content X
: 0 BLOCKS
JDMobbin Contract -
3 pages |Add name or email Send invitation o Text I Image .|
—_————————— [5):]
)5 Jane Smith
jsmith2@content-mobbin.com EI Video u Table E
55 Jon Smith
jonsmith@content-mobbin.com @
o Pricing $= Quote ﬂ
table builder
\ 24
o — Table of =: Page break 5¢-
e contents
a2 /-
ﬁ @ FILLABLE FIELDS FOR
Collaborate with 20 other users — free! o+ ® Jane Doe (you) M
Invite anyone within or even outside your organization — partners, contractors,
consultants — to view and comment on your documents at no extra cost. Textfield A | Signature 7
Going down on a cu Eine) e ey
Initials IN Date
o Checkbox Radio @
e \ buttons
" : -
3 Dropdown El Card details E
-
Collect files 1 Stamp £
Watch on @ VYouTube
|— JDMobbin Contract Q
= [oocumenTs )/ Js & Manage +2 Invite m © H 0 : ? Needhelp
Draft « $0.00 All documents « Updated 2 minutes ago
@1 + Document Collaborate on JDMobbin Contract X diting ¥ Content X
: 0 BLOCKS
JDMobbin Contract -
3 pages Add name or email Send invitation o Text I- Image .|
[5):]
Jane Doe || Video [ Table ==
e jdoe2@content-mobbin.com
t57987149@gmail.com . @ Pricing $= Quote ﬂ
15 157987149@gmail.com Can view and comment ¥ celle builder
24
Table of =: Page break 5¢-
Collaborate with 19 other users outside your organization — free! 9 contents
@ FILLABLE FIELDS FOR
o+ ® Jane Doe (you) v
oo
Text field Al Signature
m Going down on a curved hill Y lad
. - WatchilLater  Share
" Initial Dat
- . nitials m ate =
b = ard -
- - , SO - o > it ) Checkbox Radio @
— - _,‘_.,4' , . . buttons
” b = a- - - Dropdown || Card details [
- Collect files 1" Stamp £
b o L
" ' " Y ‘
et ~
B ==t .
> —— - ;
Watch on @3 YouTube Collaborator added. X
|__ JDMobbin Contract .
= D Js Js 2, Manage +2 Invite m ® E o : ? Need help D
Draft « $0.00 « [] All documents « Updated 1 minute ago
@1 + Document = Collaborate on JDMobbin Contract X diting ¥ (+) | Content X
: 0 BLOCKS
JDMobbin Contract -
3 pages Add name or email Send invitation o Text I Image .|
[5):]
Jane Doe || Video [ Table ==
e jdoe2@content-mobbin.com
0‘ Pricing $= Quote ﬂ
table builder
\ 24
o — Table of =: Page break 5¢-
e contents
2 2 /-
ﬁ h @ FILLABLE FIELDS FOR
Collaborate with 20 other users — free! o+ ® Jane Doe (you) M
Invite anyone within or even outside your organization — partners, contractors,
consultants — to view and comment on your documents at no extra cost. Textfield A | Signature z
Going down on a cu Eine) e ey
Initials IN Date
- Checkbox Radio @
g Ty buttons
L
3 Dropdown El Card details E
-
Collect files 1 Stamp £
Watch on @ VYouTube
|JDMobbin Contract .
= 15 )/ 0 Js Js 2\ Manage +2 Invite m o H 0 : ? Needhelp
Draft « $0.00 « [ All documents « Updated 2 minutes ago
@1 + Document i Collaborate on JDMobbin Contract X diting = (+] | Content X
) 0 BLOCKS
JDMobbin Contract -
3 pages Add name or email Send invitation o Text I Image .|
[5):]
,p JaneDoe || Video [ > | Table ==
jdoe2@content-mobbin.com
15 t57987149@gmail.com Can view and comment v 0‘ Pricing $= Qu.ote ﬂ
t57987149@gmail.com B table builder
Please upgrade license Tableof =1 |Pagelbraak i ox:
Collaborate Pg 9 contents
Granting edit access to this user requires a Standard license.
Would you like to upgrade? S FILLABLE FIELDS FOR
Invite as workspace member. EE © Jane Doe (you) =
Allow this person to use templates and create their own
documents. Text field Al Signature
Going down on a curved hill
You have no more free licenses available. Please select
Upgrade to purchase a Standard license. Initials N Dpate
Checkbox Radio @
B S.‘b No thanks Upgrade buttons
<.,
Dropdown El Card details E
-
Collect files 1 Stamp £
Watch on @ Youlube
|__  JDMobbin Contract .
= 15 /(D Js Js &\ Manage +2 Invite m © H 0 : ? Needhelp
Draft « $0.00 « [] All documents « Updated 2 minutes ago
@1 + Document Collaborate on JDMobbin Contract X diting ¥ Content X
: 0 BLOCKS
JDMobbin Contract -
3 pages Add name or email Send invitation o Text I- Image .|
[5):]
Jane Doe || Video [ Table ==
e jdoe2@content-mobbin.com
t57987149@gmail.com . @ Pricing $= Quote ﬂ
TS5 t57987149@gmail.com Can view and comment ¥ F table builder
Can edit Table of =: Page break 5¢-
Collaborate with 19 other users outside your ol 9 contents
v Can view and comment
@ FILLABLE FIELDS FOR
Remove
o+ ® Jane Doe (you) v
oo _—
Text field Al Signature
E . .
Q Going down on a curved hill (Y ~»
4 WatchlLater  Share
g g e Initial Dat
- = = nitials IN ate &
LT . - i
- > - / A Checkbox Radio @
: -4 - buttons
Pl o = R
. . b — Dropdown El Card details E
. 4 ’ .
P
. Collect files 1" Stamp £
" L
. T & b :
—. . ‘ = - -:‘i‘
Watch on @3 YouTube B,
|__  JDMobbin Contract .
= +2 Invite m O H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
@1 4 pocument 7 Editing ¥ [+ | Content X
. e BLOCKS
JDMobbin Contract -
2 pages + eoe Ao Text I- Image =
oo
3 Video [ » | Table ==
. . @ .. .
JDMobbin Web Design e 5 e O
7
Agreement ¢
Table of =: Page break (-
@ contents
o+
oo FILLABLE FIELDS FOR
Start typing name or email
Textfield A | Signature 1
» & Going down on a curved hill o ~»
ater  Share
Initials m Date
Checkbox Radio @
o -P
- Wiy Dropdown E| Card details E
» o . e
\ h“~ » N -
. e -
2 Collect files T Stamp £z
Watch on @ VYouTube xe
|__  JDMobbin Contract .
= D Js Js 2\ Manage +2 Invite m [0 E o : ? Need help D
Draft « $0.00 All documents - Updated 1 minute ago
@1 4 pocument Recipient 7 Editing ¥ [+ | Content X
Can sign document and
. receive a copy o BLOCKS
JDMobbin Contract -
Collaborator
Text I- Image
ElBages + Can edit, view, and ég - !
comment on document
T 3 Video [ » | Table ==
H H @ Pricing S= Quote
JDMobbin Web Design e
g Table of =: Page break (-
@ contents
O+
oo FILLABLE FIELDS FOR
Start typing name or email
Textfield A | Signature /7
» & Going down on a curved hill o ~»
ater  Share
Initials m Date
Checkbox Radio ®
= buttons
o y.
- " ;\ 7 s Wiy Dropdown E| Card details E
I\ h‘ » - ""’ -
. e -
2 Collect files T Stamp £z
Watch on @ VYouTube xe


Disconnecting an integrated app

screenKeywords:
Settings ®
+ PERSONAL Authorized apps
My account
O » You've granted these applications access to your PandaDoc account.
Security
@ 2
Notifications P
Worke Workato Embedded Are you sure you want to disconnect
Iﬂ: Authorized apps Workato Embedded from your
PandaDoc account?
WORKSPACE Cancel m
D Workspace defaults
4 Branding and emails
|’=—| Team and licenses
o)
=D Saved messages
Integrations
Early access
ORGANIZATION
Workspaces
Users
Roles
Billing
& 2
|Settings ®
+ PERSONAL Authorized apps
My account
O Security You've granted these applications access to your PandaDoc account.
@ LU %mkz Workato Embedded Disconnect
Iﬂ: Authorized apps
WORKSPACE
D Workspace defaults
4 Branding and emails
|’=—| Team and licenses
2 Saved messages
Integrations
Early access
ORGANIZATION
Workspaces
Users
Roles
Billing
& x
: (@
|Settings ®
+ PERSONAL Authorized apps
My account
O Security You've granted these applications access to your PandaDoc account.
@ Notifications
Iﬂ: Authorized apps
WORKSPACE
D Workspace defaults
4 Branding and emails
|’=—| Team and licenses
2 Saved messages .
No authorized apps yet
Integrations Once you grant access to an app, we'll show it here.
Early access
Go to Marketplace
ORGANIZATION
Workspaces
Users
Roles
Billing
& x
: o


Send a document

screenElements:
Progress Indicator
Tooltip

screenKeywords:
= Agreement1 JDMobbin Contract [EEIEGE L)/ 1 15 IS 2\ Manage +2 Invite m ®© E 0 : ? Need help n
Draft « $0.00 All documents « Updated about 16 hours ago
211 <+ Document Send document via 4 c | Content X
Email / Text (SMS) P BLOCKS
Agreement 1 JDMobbin Contract -
Link Text 1
3 pages + A ex mage
oo
Sign in person
El Video Table
H H @ Pricing Quote
JDMobbin Web Design prieh e
B
Agreement v
Table of Page break
e contents
[Client Address]
@ FILLABLE FIELDS FOR
o+ @ Jane Doe (you) v
oo
Textfield A | Signature
» @ Going down on a curved hill (Y ~»
Later  Share
4 Initials IN Date
Checkbox Radio @
- buttons
e W e
- " ;\ . Wy Dropdown El Card details E
" ol —— .
7 ) Collect files |1| Stamp &
Watch on @ VYouTube xe
|Agreement1 JDMobbin Contract i
= 9 TL)/(JD s Js & Manage +2 Invite m © H 0 : ? Needhelp
Draft « $0.00 « [] All documents « Updated about 16 hours ago
21 + Document /' Editing v c | Content X
P9y BLOCKS
-
Text T Ima
AQ = 9 L
oo
3 Video > | Table ==
Document Tltle @ Pricing $= Quote ﬂ
table builder
23
Table of =: Page break 5¢-
e contents
Document subtitle @ FILLABLE FIELDS FOR
ssign a paye
o+ ® Jane Doe (you) v
i 0 — Please assign a payer to send this document using payment oo B — S ——
15 Jessica S. o = m
Textfield A | Signature
|Va|ue 1 I Cancel COnTIOTe
Initials IN Date
Ol .
Checkbox Radio @
Please select... v buttons
y .
LSIQnature Dropdown El Card details E
2, Click to upload a file
Collect files |1| Stamp &
Created by: Prepared for: ‘
Dok (Client FirsiName] [Cent LastName]
)
|—  Agreement1 JDMobbin Contract .
= 9 {oocumenTs TL)/ D s Js &\ Manage +2 Invite m © H 0 : ? Needhelp
Draft « $0.00 All documents « Updated about 16 hours ago
B 1 + Document C ] Assign all ﬁ Editing ¥ c | Content X
You have 1 unassigned field o BLOCKS
-
Text T- Image
A0 = mee N
oo
a3 Video > | Table ==
DOCU me nt Tltle @ Pricing $= Quote ﬂ
table builder
Table of =: Page break -
e contents
Document subtitle @ FILLABLE FIELDS FOR
o+ ® Jane Doe (you) v
- oo
15 | &tAssign HedE M
Textfield A | Signature
| i Jane Doe (you) CC
jdoe2@content-mobbin.com Yes
45 JonSmith cc Initials IN Date
jonsmith@content-mobbin.com @ No T
& Jessica Smith Signer
jsmith.mobbin5@gmail.com Checkbox Radio @
Please select... v buttons
&+ Add recipient
Dropdown Card details
& Add recipient group - - K2 B
2, Click to upload a file
Collect files |1| Stamp &
Created by: Prepared for: XO
DMobbi [Client.FirstName] [Client.LastName]
S —
|A t1 JDMobbin Contract .
= greemen obbin Contract [EEEIIEIE TL )/ JD s Js 2\ Manage 12 Invite m o H 0 : ? Needhelp
Draft « $0.00 All documents « Updated about 16 hours ago
211 <+ Document /' Editing v 0 Payment X
Your customers will receive a payment
2‘ request when they sign your document.
A9
oo CONNECT PAYMENT GATEWAY
]|
B Stripe
Document Title @
Authorize.net

23
e | B Square

Document subtitle @
EE @ QuickBooks Payments

15 Jessicas. |l &= M
Value 1 ' PayPal
el ]
@ No $0.00 PandaDoc Fee ®
HELP TOPICS
Please select... v
P Set up Payment [@
L Signature Recurring charges [3
2, Click to upload a file Customer perspective [
Remove payment app
Created by: Prepared for: XQ
DMobbi [Client.FirstName] [Client.LastName]
|A t1 JDMobbin Contract .
= greemen obbin Contract [EEEIIEIE TL )/ JD s Js 2\ Manage 12 Invite m o H 0 : ? Needhelp
Draft « $0.00 All documents « Updated about 16 hours ago
211 <+ Document /' Editing v 0 Payment X
Your customers will receive a payment
2‘ request when they sign your document.
A9
oo CONNECT PAYMENT GATEWAY
]|
B Stripe
Document Title @
Authorize.net
23
e | B Square
Document subtitle @
EE @ QuickBooks Payments
15 Jessica S. o=0
2
Value 1 ' Connect e
el ]
@ No $0.00 PandaDoc Fee ®
HELP TOPICS
Please select... v
P Set up Payment [@
L Signature Recurring charges [3
2, Click to upload a file Customer perspective [
Remove payment app
Created by: Prepared for: XQ
DMobbi [Client.FirstName] [Client.LastName]
|__  JDMobbin Contract .
= +2 Invite m O H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
@1 4 pocument 7 Editing ¥ [+ | Content X
. e BLOCKS
JDMobbin Contract -
2 pages + eoe Ao Text I- Image =
oo
3 Video [ » | Table ==
. . @ .. .
JDMobbin Web Design e 5 e O
7
Agreement ¢
Table of =: Page break (-
@ contents
o+
oo FILLABLE FIELDS FOR
Start typing name or email
Textfield A | Signature 1
» & Going down on a curved hill o ~»
ater  Share
Initials m Date
Checkbox Radio @
o -P
- Wiy Dropdown E| Card details E
» o . e
\ h“~ » N -
. e -
2 Collect files T Stamp £z
Watch on @ VYouTube xe


Editing product detail

screenElements:
Top Navigation Bar
Breadcrumbs
Text Field
Text Field
Toolbar

screenPatterns:
Edit
Product Detail

screenKeywords:
. Documents My documents Templates Content library Catalog Forms Q search ®
+ All Sample product » Siphon vacuum coffee maker Discard - 1
O . LAST UPDATED

Product Information
@ April 17th, 2024 1:16 PM
Jane Doe
dh NAME * SKU
Siphon vacuum coffee maker coffee_maker CREATED
26 /120 Generated automatically if empty April 17th, 2024 1:16 PM
. Jane Doe
CATEGORY
4 Sample product v
2
2 DESCRIPTION
B I U & = = = = = = (<) X
Its exceptionally effective vacuum brewing method extracts all precious oils of your favorite coffee. In addition, the brewing time
and temperature are perfectly calibrated, ensuring a perfect cup of coffee with each brew.
Pricing
CURRENCY cosT
USD US dollars v 100 usD

& x

D PRICING METHOD @ PRICE * O
Fixed v 250 usD
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ All Sample product » Siphon vacuum coffee maker Discard - 1
Save and close
O LAST .
Product Information Save and add another item
@ April LO1U, LYULS 11110 AIVI
Jane Doe
dh NAME * SKU
Siphon vacuum coffee maker coffee_maker CREATED
26 /120 Generated automatically if empty April 17th, 2024 1:16 PM
. Jane Doe
CATEGORY
4 Sample product v
2
2 DESCRIPTION
B I U & = = = = = = (<) X
Its exceptionally effective vacuum brewing method extracts all precious oils of your favorite coffee. In addition, the brewing time
and temperature are perfectly calibrated, ensuring a perfect cup of coffee with each brew.
Pricing
CURRENCY cosT
USD US dollars v 10 usD
& x
™ PRICING METHOD @ PRICE * 0
Fixed v 250 usD
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ .
Organize your products like
O - bl N
© o]
dh CATEGORIES + Create a centralized home for all your product
o e . Item setti
and pricing data that you can navigate, update, ° ——
> Sample product and scale with ease. %
NAME Wassily Chair
No category CURRENCY USD US Dollars -
. PRICING METHOD Fixed v
PRICE 633 usD
4 Learn more Maybe later > 231 =
2
2
All ., Export
O Name SKU Price  Modified ¥
1“E’ Siphon vacuum coffee maker
O s coffee_maker $250.00 0 Apr23,2024
y - 3 Sample product
Dark Roast Collection
D ! dark_coffee $19.00 per month 0 Apr 17,2024
Sample product
o Coffee Magic Mug
D o coffee_mug $15.00-$30.00 o Apr 17,2024
" Sample product
Rather not see these sample products? X
_ SK}\? Select the button below to remove the sample products we’ve added for you.
o —— X
Remove
n The item is saved. X
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ All Sample product » Siphon vacuum coffee maker Discard - 1
O . LAST UPDATED

Product Information
@ April 17th, 2024 1:16 PM
Jane Doe
dh NAME * SKU
Siphon vacuum coffee maker coffee_maker CREATED
26 /120 Generated automatically if empty April 17th, 2024 1:16 PM
. Jane Doe
CATEGORY
4 Sample product v
2
2 DESCRIPTION
B I U & = = = = = = (<) X
Its exceptionally effective vacuum brewing method extracts all precious oils of your favorite coffee. In addition, the brewing time
and temperature are perfectly calibrated, ensuring a perfect cup of coffee with each brew.
Pricing
CURRENCY cosT
USD US dollars v 10 usD

& x

D PRICING METHOD @ PRICE * O
Fixed v 250 usD


Logging in

screenElements:
Trial Bar
Side Navigation
Logo
Carousel
Table
Floating Action Button
Progress Indicator
Banner
Tab

screenPatterns:
Login
Home
Guided Tour & Tutorial
Progress
Multi-Column Layout
Verification

pageType: Application Application Application Application Application Application Application

screenKeywords:
PandaDoc’ Sign up
Tired of Boring Business Podcasts? Tune
into The Customer Engagement Lab
Get insights from some of the most
brilliant industry leaders while learning
. . . .
I-og into PandaDoc and Iau(ghmg with our host, Travis Tyler.
Subscribe wherever you get your
podcasts.
Email .
jdoe.mobbin2@gmail.com Listen Now
Password
Advanced Quotes and Pricing Tables:
Which is Right for Your Business?
Remember me Forgot password? ) )
Examine the key differences between
Please enter a correct email and password. Note that PagldaDochA;jvanced F)luok;cej;nd Pr|cmgd
both fields may be case-sensitive. Ve 10 el[p e eaetly (oults) Glieies &
proposals.
Or log in with
Show Off Your Document Creation Skills
. with our new Document Creator Badge!
G Google ) office
Highlight your document creation skills
and achievements by earning our badge,
M Linkedin S slack demonstrating your proficiency in
creating professional, top-quality
Log in with SSO documents using PandaDoc.
Get Started
English (United States) ¥
|PandaDoc’ Sign up
Tired of Boring Business Podcasts? Tune
into The Customer Engagement Lab
Get insights from some of the most
brilliant industry leaders while learning
and laughing with our host, Travis Tyler.
. .
I-og into PandaDoc Subscribe wherever you get your
podcasts.
Listen Now
Email
jdoe.mobbin2@gmail.com
Password Advanced Quotes and Pricing Tables:
Which is Right for Your Business?
Remember me Forgot password? Examine the key differences between
PandaDoc Advanced Quotes and Pricing
Tables to help you easily build quotes and
“ proposals‘
Read Now
Or log in with
. Show Off Your Document Creation Skills
G Google EI Office with our new Document Creator Badge!
Highlight your document creation skills
M Linkedin S slack and achievements by earning our badge,
demonstrating your proficiency in
Log in with SSO creating profe§5|onal, top-quality
documents using PandaDoc.
Get Started
English (United States) ¥
|Your PandaDoc trial ends in 9 days. Start your subscription today X
JDMobbin ~ &« Home Overview Team dashboard Q search ®
-+ Create new... Save time with Integrate with your Show off your logo Get started
:H: templates * favorite apps = Stay on-brand by Learn more about PandaDoc in 6
Send documents Explore dozens of — ‘ customizing emails simple steps
‘ Home m_E more efficiently by ‘9 CRMs, payment - V with your
creating a master gateways, and other organization's logo
copy you can reuse. integrations. and colors. .
@ Inbox o ¢ ° Sigh-up-te-Pandaboc
Reports
Iﬂ: P 3 months ¥
Create-documentfroma
° template
APPS
¢ Drafts Actions required Waiting for others N =
D Documents v ’/ 5 documents 0 documents 0 documents - a Send and sign a document
Try sending a sample d...
4 Automations v
Title Status Recipients Status updated Last action
F3 Dev Center v ° Ereateatemplate
2 Contacts YESTERDAY
Explore integrations
. 5
JDMobbin Contract Draft oY Apr 22, 2024 commented by Tom Lee See how you can emb...
EXPLORE by Jane Doe ’ Apr 22,2024
o+
oo Marketplace Website Development by e b ° Hriteten e TseEs
Proposal & Agreement Draft Js D # Apr 22,2024 Zr;ra;z zoymane oe
Template gallery by Jane Doe '
Your trial period is ending 9 days
LAST WEEK soon left
JDMobbin Proposal Draft No recipients Apr 19, 2024 created by Jane Doe
by Jane Doe Apr 19, 2024 Pay now
Green minimalist tod by Jane D
o o . create y Jane Doe
Ertjfesleonal Business... Draft No recipients Apr 19, 2024 Apr 19, 2024 S Timeline G
y Jane Doe
O+ |nvite | Website Development .
= people
Proposal & Agreement Draft D Js Apr 17,2024 Z?ra;;eigéiane boe j\gresment 1JDMobbin Cont X
g ane Doe
o Jane Doe . by Jane Doe
Draft $0.
|PandaDoc’ Sign up
Tired of Boring Business Podcasts? Tune
into The Customer Engagement Lab
Get insights from some of the most
brilliant industry leaders while learning
. . . .
I-og into PandaDoc and Iau(ghmg with our host, Travis Tyler.
Subscribe wherever you get your
podcasts.
Email Listen N
jdoe2@content-mobbin.com BN
Password
Advanced Quotes and Pricing Tables:
Which is Right for Your Business?
Remember me Forgot password? ) )
Examine the key differences between
Please enter a correct email and password. Note that PagldaDochA;jvanced C?luobtej;nd Pr|<:|ngd
both fields may be case-sensitive. Ve 10 el[p e eaetly (oults) Glieies &
proposals.
Or log in with
Show Off Your Document Creation Skills
. with our new Document Creator Badge!
G Google ) office
Highlight your document creation skills
and achievements by earning our badge,
M Linkedin S slack demonstrating your proficiency in
creating professional, top-quality
Log in with SSO documents using PandaDoc.
Get Started
English (United States) ¥
|PandaDoc’ Sign up
Tired of Boring Business Podcasts? Tune
into The Customer Engagement Lab
Get insights from some of the most
brilliant industry leaders while learning
and laughing with our host, Travis Tyler.
Subscribe wherever you get your
podcasts.
Listen Now
(3 o ] ]
Verify your identity using your
authenticator app
- Advanced Quotes and Pricing Tables:
Enter the 6-digit code generated by your Which is Right for Your Business?
authentication app.
Examine the key differences between
PandaDoc Advanced Quotes and Pricing
Code from authenticator app Tables to help you easily build quotes and
259972 proposals.
Read Now
Use a backup code Show Off Your Document Creation Skills
with our new Document Creator Badge!
Highlight your document creation skills
and achievements by earning our badge,
demonstrating your proficiency in
creating professional, top-quality
documents using PandaDoc.
Get Started
Need help?
English (United States) ¥
|PandaDoc’ Sign up
Tired of Boring Business Podcasts? Tune
into The Customer Engagement Lab
Get insights from some of the most
brilliant industry leaders while learning
and laughing with our host, Travis Tyler.
I-og in to PandaDoc Subscribe wherever you get your
podcasts.
Listen Now
Email
Password Advanced Quotes and Pricing Tables:
Which is Right for Your Business?
Remember me Forgot password? Examine the key differences between(
PandaDoc Advanced Quotes and Pricing
Tables to help you easily build quotes and
“ proposals‘
Read Now
Or log in with
. Show Off Your Document Creation Skills
G Google EI Office with our new Document Creator Badge!
Highlight your document creation skills
M Linkedin S slack and achievements by earning our badge,
demonstrating your proficiency in
Log in with SSO creating professional, top-quality
documents using PandaDoc.
Get Started
English (United States) ¥
|PandaDoc’ Sign up
Tired of Boring Business Podcasts? Tune
into The Customer Engagement Lab
Get insights from some of the most
brilliant industry leaders while learning
and laughing with our host, Travis Tyler.
Subscribe wherever you get your
podcasts.
Listen Now
(3 o ] ]
Verify your identity using your
(]
authenticator app
- Advanced Quotes and Pricing Tables:
Enter the 6-digit code generated by your Which is Right for Your Business?
authentication app.
Examine the key differences between
PandaDoc Advanced Quotes and Pricing
Code from authenticator app Tables to help you easily build quotes and
proposals.
Read Now
Use a backup code Show Off Your Document Creation Skills
with our new Document Creator Badge!
Highlight your document creation skills
and achievements by earning our badge,
demonstrating your proficiency in
creating professional, top-quality
documents using PandaDoc.
Get Started
Need help?
English (United States) ¥