Automations

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

screenPatterns:
Bookmarks & Collections
Home
Guided Tour & Tutorial
Progress
Multi-Column Layout
Browse & Discover
Suggestions & Similar Items

screenKeywords:
Automations My automations Recipes ®
_ Start automating your manual tasks — ana zaz T @n =
putting hours back into your workweek. :“:m et
+ - © ;:’:::::"'T;"‘“ ©
PandaDoc e | Sz

0 Al Automations =™

@ Active Learnmore A Maybe later > 139 ® <) & o

Eﬂ:l Inactive

0 All automations
5 5

2

2, Move the document to a PandaDoc Send another PandaDoc document
folder when PandaDoc document when PandaDoc document status
status changed changed
Last edit less than a minute ago () Last edit 1T minute ago —
JDMobbin Contract template New JDMobbin Template \

Recommended for you Discover more recipes =

®
Send another PandaDoc document Move the document to a PandaDoc Change Quote stage in Zoho when
when PandaDoc document status folder when PandaDoc document PandaDoc document status changed
changed status changed

& x

Usage Try it Try it Try it 0
- 0 of 50 documents created
|Automations My automations Recipes ®
[ £ mi :
Y Acti
O © Active Send another PandaDoc document
dh (@) Inactive when PandaDoc document status
changed
Last edit 2 minutes ago ()
D New JDMobbin Template
2
o)
(=}
o+
= Usage XG
D
0 of 50 documents created
|Automations My automations Recipes ®
) 4 Al
@ @ Active
Eﬂ:l @ Inactive
2
o)
=
No inactive automations yet
All your unpublished automations will be here.
+ Automation
O+
= Usage XG
D
0 of 50 documents created
|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.
|Automations My automations Recipes ®
:
o L] e
- Save time on repetitive
All o °
tasks with automations
@ Active
dh _ Start automating your manual tasks — and E ax
Inactive putting hours back into your workweek. . A
© Dmmm.. ©
PandaDoc ;;;“M" ;*.:‘.'.::::r::.
0 Automations =
2
o)
(=}
Recommended for you Discover more recipes =
®
Send another PandaDoc document Move the document to a PandaDoc Change Quote stage in Zoho when
when PandaDoc document status folder when PandaDoc document PandaDoc document status changed
changed status changed
Try it Try it Try it
® ® ®
o4 Change Deal stage in Zoho when Attach PDF to Zoho Quote when Attach PDF to Zoho Deal when
= Usage PandaDoc document status changed PandaDoc document status changed PandaDoc document status changed XG
- 0 of 50 documents created
|Automations My automations  Recipes ®
:
o L] e
5 Save time on repetitive
£ an . o
tasks with automations
@ @ Active
dh Start automating your manual tasks — and 2 | em
@ mnactive putting hours back into your workweek. " sare | i
- © ETE.. ©
PandaDoc ;..‘::‘.“.:;‘:.‘:"‘""“‘“ ?";:.::'.:r::::

0 Automations =

14 tesmmore 7 SRS

2

o)

(=}

Recommended for you Discover more recipes =

&"' Usage XG

D

0 of 50 documents created


Resetting password

actions:
Resetting Password
Verifying

appName: PandaDoc

appCategory: Business

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

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

hotspotType: Keyboard Input

screenPatterns:
Login
Forgot Password
Forgot Password
Forgot Password

pageType: Application Application Application Application Application Application Application

allAppCategories: Productivity Business

screenKeywords:
pd PandaDoc
Reset your password
Please enter your new password
Password
= At least one letter = At least 8 characters
= At least one number
Confirm password
|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) ¥
|pd PandaDoc
Reset your password
Please enter your email address
|pd PandaDoc
Reset your password
Please enter your email address
Email address
jdoe2@content-mobbin.com
|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
Check your email!
We sent you an email with a link to reset your
password.
If you can’t find it, please check your spam folder or
verify the email that you’ve provided.
Have any issues?
|pd PandaDoc
Reset your password
Please enter your new password
Password
v At least one letter v At least 8 characters
v At least one number
Confirm password


Setting up my brand

actions:
Setting Up
Uploading & Downloading

screenPatterns:
Upload & Download
Loading

screenElements:
Color Picker
Slider

hotspotType: Scroll Vertically

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
n Settings ®
+ DEREEMAL Branding and emails
My account
O Securit
U Set up your brand Set up your brand
@ Notifications Customize dariimant dalivary and natificatian —
Iﬂ:l emails witk Deffauli zime
Authorized apps Add image
Company |
WORKSPACE .
D Workspace defaults
4 Branding and emails Changel
|’=—| Team and licenses
o) Button col
=0 Saved messages
. #248
Integrations
Early access Button tex
#FFF ate document:
ORGANIZATION
Workspaces Email foot¢
PandaDoc
Users i
sign and ¢ Choose another image m
Roles professiol
Billin . q
i Email subject
Remove PandaDoc branding in subject line
. XG
|Add image X

E Drag and drop your file here i

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

E Select file .
L L& B oxx &
|n Settings ®
+ PERSONAL Branding and emails
My account
Set up your brand
O . Button color Py
Security
@ . #000000 Default theme
Notifications
B o
uthorized apps
PP Button text color
PandaDoc is an application to create, send, track, sign and annotate documents
#FFFFFF
in a fast, secure and professional way.
WORKSPACE
Workspace defaults Email footer text
4 Branding and emails PandaDoc is an application to create, send, track,
sign and annotate documents in a fast, secure and
= Team and licenses professional way.
o)
=D Saved messages
Email subject
Integrations Remove PandaDoc branding in subject line
Early access
ORGANIZATION Reset to default
Workspaces
Users
Default theme for documents and more
Roles This theme will be applied when creating blank
documents, templates, and content library items.
Billing
Basic v
& x:
|Add image X
Uploading...
WADbQ8jX__400x400.png
Cancel
|n Settings ®
+ PERSONAL Branding and emails
My account
O Security brand
Set up your brand Set up your bran
O Notifications Customize document delivery and notification Default th
Iﬂ:l emails with your logo and brand colors. efau eme
Authorized apps
Company logo Preview:
WORKSPACE n
D Workspace defaults u
4 Branding and emails Change logo
|’=—| Team and licenses
o) Button color
=D Saved messages
. #248567
Integrations
Early access Button text color
PandaDoc is an application to create, send, track, sign and annotate documents
#FFFFFF
in a fast, secure and professional way.
ORGANIZATION
Workspaces Email footer text
Users PandaDoc is an application to create, send, track,
sign and annotate documents in a fast, secure and
rofessional way.
Roles P Y
Billin . .
9 Email subject
Remove PandaDoc branding in subject line
o+
= Reset to default XG
|n Settings ®
+ PERSONAL Branding and emails
My account
O Securit
Y Set up your brand Set up your brand
V) I
O Notifications Customize document delivery and notification Default th
Iﬂ:l emails with your logo and brand colors. efau eme
Authorized apps
Company logo Preview:
WORKSPACE n
D Workspace defaults u
4 Branding and emails Change logo
|’=—| Team and licenses
o) Button color
=D Saved messages
. #248567
Integrations
Early access ° . . . .
PandaDoc is an application to create, send, track, sign and annotate documents
#248567 36 133 103 in a fast, secure and professional way.
ORGANIZATION
HEX R G B
Workspaces
Users send, track,
, secure and
Roles
Billing
ject line
o+
= Reset to default XG
|n Settings ®
+ PERSONAL Branding and emails
My account
O Security brand
Set up your brand Set up your bran
V) I
O Notifications Customize document delivery and notification Default th
Iﬂ:l emails with your logo and brand colors. efau eme
Authorized apps
Company logo Preview:
WORKSPACE n
D Workspace defaults u
4 Branding and emails Change logo
|’=—| Team and licenses
o) Button color
=D Saved messages
. #000000
Integrations
Early access . . . . °
PandaDoc is an application to create, send, track, sign and annotate documents
#000000 o] 6] 6] in a fast, secure and professional way.
ORGANIZATION
HEX R G B
Workspaces
Users send, track,
, secure and
Roles
Billing
b ject line
o+
= Reset to default XG
|Settings ®
+ PERSONAL Branding and emails
My account
O Security brand
Set up your brand Set up your bran
V) I
O Notifications Customize document delivery and notification Default th
Iﬂ:l emails with your logo and brand colors. efau eme
Authorized apps
Company logo Preview:
WORKSPACE .
D Workspace defaults
4 Branding and emails Change logo
|’=—| Team and licenses
o) Button color
=D Saved messages
. #248567
Integrations
Early access Button text color
PandaDoc is an application to create, send, track, sign and annotate documents
#FFFFFF
in a fast, secure and professional way.
ORGANIZATION
Workspaces Email footer text
U PandaDoc is an application to create, send, track,
sers A ;
sign and annotate documents in a fast, secure and
rofessional way.
Roles P Y
Billin . .
9 Email subject
Remove PandaDoc branding in subject line
& x
D 0
|n Settings ®
+ PERSONAL Branding and emails
My account
O Security brand
Set up your brand Set up your bran
V) I
O Notifications Customize document delivery and notification Default th
Iﬂ:l emails with your logo and brand colors. efau eme
Authorized apps
Company logo Preview:
WORKSPACE n
D Workspace defaults u
4 Branding and emails Change logo
|’=—| Team and licenses
o) Button color
=D Saved messages
. #000000
Integrations
Early access Button text color
PandaDoc is an application to create, send, track, sign and annotate documents
#FFFFFF
in a fast, secure and professional way.
ORGANIZATION
Workspaces Email footer text
Users PandaDoc is an application to create, send, track,
sign and annotate documents in a fast, secure and
rofessional way.
Roles P Y
Billin . .
9 Email subject
Remove PandaDoc branding in subject line
o+
= Reset to default XG


Transferring document data

screenElements: Dialog Avatar Chip

screenElements: Dialog Avatar Chip Combobox

screenPatterns:
Add & Create
Search

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
New document: Website Development Proposal & Agreement X
Assign people to roles
@ jdoe2@content-mobbin.com
e Sender jdoe2@content-mobbin.com
@ jonsmith@content-mobbin.com
jonsmith@content-mobbin.com
. jsmith.mobbin5@gmail.com
Add more CC recipients e jsmith.mobbin5@gmail.com
Name or email ° Add new contact
o ...
@ jdoe2@content-mob @ jonsmith@content-'\n*X :
e jsmith.mobbin5@gm *
Back to templates Start editing
|New document X
My templates ~ Shared templates Q
Recent

" New Template

" Website Development Proposal & Agreement

" Sample Sales Quote

“  Sample Invoice

" Start exploring here! (Product guide)

" Sample Sales Proposal
|Agreement1 JDMobbin Contract .
= 9 oocuvens 15/ JD Js Js &\ Manage +2 Invite m o H 0 : ? Needhelp
Draft « $0.00 All documents - Updated 1 minute ago
211 <+ Document Settings X
Workflow
Agreement 1 JDMobbin Contract Version history
o T_ Image
EEEES + Resolved comments/suggestions _ !
Collaborate > | Table ==
. Transfer data to
JDMobbin Web Design $=  Qute Ay
Convert to Template
Agreement .
Layout setup US Letter == Page break -
[Client Address] Download
Print ¢ FIELDS FOR
Doe (you v
Delete 1 (yow)
Textfield A | Signature
$ @ Going down on a curved hill o ~»
Later  Share
4 Initials IN Date
Checkbox Radio @
“— " -p
» By i Dropdown Card details
’!’\ h .\ - — | =
ol 4 —— -
Z ) Collect files T Stamp £
Watch on @ VYouTube xe
|= Website Development Proposal & Agreement 138 2 Manage +2 Invite m ® E 0 : 2 Need help
Draft « $0.00 All documents - Updated less than a minute ago
21 -+ Document /" Editing ¥ 0 | Content X
. P BLOCKS
Website Development Proposal & Agreement -
8 pages + oo Ao Text Image
oo
7 /
/' / || Video Table
WEBSITE DEVELOQPMENT PROPOSAL & 3
AF; REEMENT \\, / / @ | e Quote
>} — —— ] [ table builder
For j e
7Y | / Table of Page break
[Client.Company] ) / o  comems
| — ’
Created by: Vi ] | gE FILLABLE FIELDS FOR
\ ’ R "\ ) . .
[N /[ i !’v,, ® Jessica Smith v
/’\ N 07 AN i
i | / Text field Signature
Prepared for: i 7] /
X ghii: LA ! =~ — J % Initials Date
(ssica Srit [CHgALCamBanY] | f
N | \ J
| i e ‘ / Checkbox Radio
R [ - | \\ buttons
\ SARTEE RN ] | e
SR B ! [~ v | e \
:'-f-_.';'-_,-!’;,g i r | \ %%& Dropdown Card details
sl E R ) s NV oy \'/ “
| /g S WX - /
\ IR B = | T i y
\ i [ ! i Collect files Stamp
\ i — /e ——— . \ }A
e X ‘\\ 1 T S > ?:“ “\ ey R Vir‘} 7 B Y, / =% ¢ b ) 7
i A [ N Ty e\ ”
e af (e T —
IR Ty g ) i L= [N 7 %\w i ;;;\
. — \ 0\ ! ) R SN ) s x
== Y + »\7 G
2 £ /ﬁ- = e ‘i\\ » L iF o . 5 “ ~ e ) Tl
, \\}Q» Soa | . A N \ /
L W TN - iy < g e SRYATOR \l /A \
|New document: Website Development Proposal & Agreement X
Assign people to roles
R jsmith.mobbin5@gmail.com
@ Client @ jsmith.mobbin5@gmail.com X
jdoe2@content-mobbin.com
e Sender @ jdoe2@content-mobbin.com X
Add more CC recipients Remove all CC recipients
Name or email
@ jdoe2@content-mob @ jonsmith@content-m
e jsmith.mobbin5@gm *
Back to templates
|New document: Website Development Proposal & Agreement X
Assign people to roles
@ Client Name or email -
@ Sender Name or email v
Add more CC recipients Remove all CC recipients

Name or email

@ jdoe2@content-mob @ jonsmith@content-m
e jsmith.mobbin5@gm *
Back to templates Start editing
|New document: Website Development Proposal & Agreement X
Assign people to roles
R jsmith.mobbin5@gmail.com
@ Client @ jsmith.mobbin5@gmail.com X
@ Sender Name or email A
Add more CC recipients Remove all CC recipients
Name or email
@ jdoe2@content-mob @ jonsmith@content-m
e jsmith.mobbin5@gm *
Back to templates
|New document: Website Development Proposal & Agreement X
Assign people to roles
s Jane Smith
@ Sender
e Jessica Smith
jsmith.mobbin5@gmail.com
Add more CC recipients ° Add jsmith
Name or email @ Assign to me
@ jdoe2@content-mob @ jonsmith@content-m
e jsmith.mobbin5@gm *
Back to templates


Changing document theme

pageType: Application Application Application Application Application Application

screenKeywords:
= JDMobbin Contract [EEETETS J Js IS S Manage  +& Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated 1 minute ago
@1 4 Document 7 Editing v 0 < Themes X
JDMobbin Contract 2 Qsearch.
2 eoe
e + 25 Create new
|| Basic
Changes made
bbin Web Desi @|
JDMobbin Web Design A
A t e a
greemen P —

@

[Client Address] Classic
o+
oo

A a
o - Apply new theme? X
$ @ Going down on a curved hill ; | h q
S Share If you apply a new theme, your unsave
4 changes in the Basic theme will be
discarded.
R - » \ ?0.,:.-\_
A ol 4 —— -
« h -
Watch on @ VYouTube
|= JDMobbin Contract [EEETETS D Js Js & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
@1 4 Document 7 Editing v 0 < Themes X
JDMobbin Contract 2 Qpsearch..
2 pages + - 25 Create new
|| Basic
Changes made
. . @
JDMobbin Web Design Aa
A t e
greemen el
@
[Client Address] Classic
o+
oo
$ @ Going down on a curved hill o ~»
Later  Share
w’ Modern
e - e ‘ ;\ 'PO_‘:;
pa ..'.-u > — -
< 5 -
Watch on @B VYouTube
|= JDMobbin Contract [EEETETS J Js IS S Manage  +& Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
@1 4 Document 7 Editing v 0 < Themes X
JDMobbin Contract 2 Q search..
2 pages + - 25 Create new
|| Basic
Changes made
[ ] (] 0‘ |
JDMobbin Web Design Aa
A t &
greemen P —
(S
[Client Address] Classic
o+
oo
» & Going down on a curved hill o ~»
w‘e} - d
E Modern
e La
e ‘ ;\ 'PO_‘:;
e B > — -
< 5 -
Watch on @B VYouTube
|— 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
21 -+ Document /' Editing v 0 Design X
i o THEME
JDMobbin Contract -
Basic H
2 pages + oo AQ Changes made °
[):]
= Aa
. . @ =
JDMobbin Web Design
-
Agreement ¢
Choose another theme
(S
[Client Address]
o+ COLORS
oo
Theme color .
TYPOGRAPHY
$ @ Going down on a curved hill (Y ~» Headings >
Later  Share
- Text >
TABLES
0 i Table >
B _‘ i.\ '0....w brici b >
e S . - ricing table
e " > 3 —— -
« = Table of contents >
PAGE
Background >
Header and Footer >
Watch on @ VYouTube
|__  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 .
= EE=TEE D Js Js 2\ Manage +2 Invite m ® E o : ? Need help D
Draft « SGD 0.00 All documents « Updated less than a minute ago
21 -+ Document /' Editing v 0 Design X
i o THEME
JDMobbin Contract -
2 pages + eoe A Modern H
[):]
= Ad
. . @ =
JDMobbin Web Design
E? Choose another theme
Agreement
=) COLORS
[Client Address]
Theme color
o o
TYPOGRAPHY
Headings >
$ @ Going down on a curved hill (Y » Text >
. ch Later Share
TABLES
Table >
g .
Pricing table >
o W -
- Wiy s
b Y . — Table of contents >
B DN » 3 —— -~
- = PAGE
Background >
Header and Footer >
Watchon € Theme applied. m


Adding a dropdown

hotspotType: Drag

screenKeywords:
— JDMobbin Contract [EEITETE .
= JD & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
21 -+ Document /' Editing v [~] Dropdown X
H RECIPIENT
Document Title
D Jane Doe Signer -
jdoe2@content-mobbin.com
PLACEHOLDER
. Please select...
Document subtitle
DROPDOWN ITEMS
option1 —
|
Yes option2 -
[~ a0 option3 —
0 15 Jane D. 4 He=sM
| Please select... v I
CONDITIONAL Locic [[ER
Mine Do
+ Addarule
SETTINGS
@ Required
Mask field value
Created by: Prepared for: FILLED FIELD
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName] Text color .
[Sender.Company] [Client.Company]
FIELD ID
Dropdown1
)6
+ Fields sharing the same field ID will
linked and autofilled. Learn more [2
|— JDMobbin Contract [EETETH .
= JD & Manage +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
23
Table of Page break
n . gE FILLABLE FIELDS FOR
o 15 Jane D. + =N ® Jane Doe (you) v
| Please select... - I Textfield A | Signature 7/
Mine Do
Initials m Date
Checkbox Radio @
@ buttons
Dropdown El Card details E
Created by: P d for:
v repared for Collect files T Stamp £
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]
[Sender.Company] [Client.Company]
XG
+
|— JDMobbin Contract [EEITETE .
= JD & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
21 -+ Document /' Editing v [~] Dropdown X
H RECIPIENT
Document Title
D Jane Doe Signer -
jdoe2@content-mobbin.com
PLACEHOLDER
. Please select...
Document subtitle
DROPDOWN ITEMS
®
@) v
CONDITIONAL Locic [[ER
[
H Add arule
Jo 15 Jane D. 4 FHeo=M +
| Please select... v I SETTINGS
ReqUired
Mask field value
@ FILLED FIELD
Text color .
FIELD ID
Created by: Prepared for:
Dropdown1
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]
[Sender.Company] [Client.Company] Fields sharing the same field ID will be
linked and autofilled. Learn more [3
GD Copy and link field
XG
+ MERGE FIELD @
|— JDMobbin Contract [EEITETE .
= D & Manage +2 Invite m oo H 0 : ? Needhelp
Draft « SGD 0.00 « [] All documents « Updated 1 minute ago
@1 4 pocument /' Editing ¥ [+ | Content X
H BLOCKS
Document Title 2,
Text I- 1
ro ex I= mage !
oo
Video Table
]|
Document subtitle @
Pricing $= Quote Iﬁ
table builder
Ee
Table of =: Page break 3¢
gE FILLABLE FIELDS FOR
Ol
Jo ® Jane Doe (you) v
Textfield A | signature 7/
Mo 2
Initials m Date
Checkbox Radio @
@ buttons
Dropdown Card details E
Created by: P for:
y repared for Collect files T Stamp 2
xe
+
|= JDMobbin Contract [EEIENS o &\ Manage +& Invite m © E 6 H ? Need help D
Draft « SGD 0.00 All documents « Updated 1 minute ago
21 -+ Document /' Editing v c | Content X
H BLOCKS
Document Title 2,
T T-
ro ext I Image !
oo
a3 Video > | Table ==
Document subtitle
@ Pricing $= Quote ﬂ
table builder
23
Table of =: Page break -
Yes
gE FILLABLE FIELDS FOR
Ol
o ® Jane Doe (you) v
Please select... v P
Textfield A | Signature 7
Mo e
Initials m Date
Checkbox Radio @
@ buttons
Card details [~
Created by: .
v Prepared for: Collect files T Stamp £
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]
[Sender.Company] [Client.Company]
Q
+
|— JDMobbin Contract [EEITETE .
= JD & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
21 -+ Document /' Editing v [~] Dropdown X
H RECIPIENT
Document Title
D Jane Doe Signer -
jdoe2@content-mobbin.com
PLACEHOLDER
. Please select...
Document subtitle
DROPDOWN ITEMS
option| +
® —
@) v
CONDITIONAL Locic [[ER
[
H Add arule
Jo 15 Jane D. 4 FHeo=M +
| Please select... v I SETTINGS
ReqUired
Mask field value
@ FILLED FIELD
Text color .
FIELD ID
Created by: Prepared for:
Dropdown1
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]
[Sender.Company] [Client.Company] Fields sharing the same field ID will be
linked and autofilled. Learn more [3
GD Copy and link field
XG
+ MERGE FIELD @


Settings

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

screenPatterns:
Home
Guided Tour & Tutorial
Progress
Multi-Column Layout
Settings & Preferences

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

screenKeywords:
Settings ®
+ PERSONAL Notifications
My account
Security Notify me via email in the following cases:
@ Notifications
Iﬂ:l . = Any messages or notifications for documents sent by me
Authorized apps
Document delivery failed
WORKSPACE Document is opened by a recipient for the first time
D Workspace defaults Document is opened by a recipient every time
4 Branding and emails Document is completed by a recipient
> ; . .
|=| Team and licenses Document is completed by all recipients
)]
= :
Saved messages Comment is posted
Integrations Suggestion is added
Early access Any messages or notifications for documents sent on my behalf
ORGANIZATION . . .
7] Want timely updates on your documents? Get our integrations for Slack
3 L . . e .
Workspaces = o and Microsoft Teams, then opt in to notifications.
Users Go to integrations
Roles
Billing
2 x
D 0
|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.
|Settings ®
+ PERSONAL Integrations
@ My account
) . Sales and CRM
O= Security CRM
@ _._ Notifications
| D -
Iﬂ: S Authorized apps
N . Payment gateways
Salesforce Pipedrive
WORKSPACE Sell smarter and faster with the world's #1 cloud-based Pipedrive is a CRM-replacing sales pipeline management Other
D CRM software solution. tool.
:—__i- Workspace defaults API
4 @ Branding and emals $20.00 per seat monthly
|’=—| 2. Team and licenses
»
=59 2 Saved messages % CPQ
Sizginteorations HubSpot Salesforce CPQ
@) Early access HubSpot is the flexible, intuitive CRM system for your Create, send and eSign stunning quotes while
small business. maintaining complete control over the entire process.
ORGANIZATION $20.00 per seat monthly
235 Workspaces
@ Users
aens
2. Roles
= ActiveCampaign Zoho CRM
Billing
Generate, customize, and eSign professional-looking Zoho CRM gives you a 360-degree view of your
documents directly from ActiveCampaign. complete sales cycle and pipeline.
2 C N
- (o)
° Copper SugarCRM
N (Eavimn el NDemmrmmarc WA avloAY 1A A Climmasmla MDA £~ CrimimelDAN tm o~ tsmsmmrrmbinim mmdd AffacAdAllla At imt o~
|Settings ®
+ PERSONAL
@ My account H
v Give your teams a
O . WORKSPACES
O= Security
> personalized workspace B 1 onbocrding
O _‘_ Notifications
dh Create a private workspace where you store your @ Legalteam
£ Authorized apps documents, templates, and content — and where > * Sales
your teams can collaborate securely.
=+ Create workspace
worksracE PandaDoc
D s st Workspaces
=
4 @ Branding and emails Learnmore A Maybe later S G @ <« & =
|’=—| 2. Team and licenses
)]
=D 2 Saved messages
Workspaces + Create workspace
<> Integrations
©®© Early access
Workspaces are a great solution to distribute your content easily across separate teams or projects. Each
workspace is a unique environment with a unique Dashboard, Documents, Templates, etc. Learn more
ORGANIZATION
235 Workspaces
ij JDMobbin Aacmive OTHER + 4 members
@ Users
2. Roles
1 Billing
gj JDMobbin Design Team OTHER « 1member
X x
D 0
|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 Team and licenses
@ My account
O O= Securit .
Y User Licenses
V) I
O .‘. Notifications Here's how licenses are currently used in all workspaces across your account.
Iﬂ: S Authorized apps
Standard L
WORKSPACE 4 of 4 activated Allinuse
D :—E Workspace defaults -
4 @ Branding and emails
[P 2). Team and licenses Users in current workspace Q
o)
=D 2 Saved messages
D User Role License
<> Integrations
Jane Doe
@) Early access D Admin (Owner Standard
Y D jdoe2@content-mobbin.com ( )
ORGANIZATION O y)s  Jane Smith ) Admin ~ Standard
jsmith2@content-mobbin.com
235 Workspaces
Jon Smith
Js Admin ¥ Standard
@ Users D jonsmith@content-mobbin.com
‘.’/ Roles Tom Lee
O L ) Collaborator Guest
E Billing t57987149@gmail.com
I:l D ]dqe.mobblM@gmall.com Admin Standard
Invitation pending
&F X
o0 0
|Settings ®
+ PERSONAL Security
@ My account
O O= Securit
Y Password
@ ) Notifications Set a unique password to protect your personal account.
fh e
= Authorized apps Change password
WORKSPACE
D i+ Workspace defaults Two-factor authentication (2FA)
4 . . Two-factor authentication adds extra account security by requiring a unique access code, in addition to your
@ Branding and emails email and password. Learn more
|)=_| 2\ Team and licenses Note: Two-factor authentication is unnecessary when logging into PandaDoc using single sign-on (SSO) or OAuth.
21 S
Saved messages
9 Turn on 2FA
<> Integrations
@) Early access
ORGANIZATION
235 Workspaces
@ Users
2, Roles
1 Billing
&"‘ X
m ()
|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 Workspace defaults
My account
O Make selections for your default settings.
Security
@ Notifications . .
Available signature types
Iﬂ: Authorized apps
WORKSPACE . DW 7%6 Upload image
D Workspace defaults
4 Branding and emails
B Team and licenses Available initials types
o)
=D Saved messages
Integrations 01 i , 7
Early access —_—
ORGANIZATION
Workspaces Expiration settings
Users These settings will be applied when creating all new documents and templates.
Roles Expire sent documents in 60 days
Billing . . o
|:| Warn signers 1 day prior to expiration
You can adjust default expiration settings for any particular document or template.
O+ . .
= Auto reminder settings XG
D
These settings will be applied when creating a new document or template.
You can adjust default reminder settings.
|Settings ®
+ PERSONAL Branding and emails
My account
O Security brand
Set up your brand Set up your bran
V) I
O Notifications Customize document delivery and notification Default th
Iﬂ:l emails with your logo and brand colors. efau eme
Authorized apps
Company logo Preview:
WORKSPACE .
D Workspace defaults
4 Branding and emails Change logo
|’=—| Team and licenses
o) Button color
=D Saved messages
. #248567
Integrations
Early access Button text color
PandaDoc is an application to create, send, track, sign and annotate documents
#FFFFFF
in a fast, secure and professional way.
ORGANIZATION
Workspaces Email footer text
U PandaDoc is an application to create, send, track,
sers A ;
sign and annotate documents in a fast, secure and
rofessional way.
Roles P Y
Billin . .
9 Email subject
Remove PandaDoc branding in subject line
& x
D 0
|Settings ®
+ PERSONAL Saved messages
@ My account
Create saved messages you can reuse whenever you send documents.
O O= Security
_‘_ Notifications
Iﬂ: S Authorized apps
WORKSPACE
D :—E Workspace defaults
4 @ Branding and emails
|)=‘| 2, Team and licenses
o)
=" > Saved messages
<> Integrations
0] Early access
ORGANIZATION
SSS Workspaces
@ Users
‘.,, Roles
4 Billing
& )
; 0


Change plan

screenPatterns:
Billing
Subscription & Paywall

pageType: Application Application Application Application

screenKeywords:
Manage subscription X
Please remove team members before reducing your active Standard User
Licenses.

CHANGE PLAN TO:

Enterprise Annual $4,272 per year

Number of licenses 1

Prices displayed above exclude any applicable taxes.

Back
|= Admin Panel Billing Open PandaDoc ? Need help ’
Current plan
Enterprise Annual Change plan
Payment $4,272 per year*
Standard User License: $1,068 x 4
Guest User License: $0 x 20
Next payment Your trial expires on May 1, 2024.
Coupon Apply coupon code
Cancel your subscription
*Plus any applicable taxes
User licenses
Standard 1remaining
All PandaDoc features available 3 of 4 licenses activated Manage
within your current plan.
Guest 19 remaining
Access and download only shared 10of 20 licenses activated
documents in read-only mode.
Documents
As a trial user, you can send no more than 50 documents per trial period.
|Manage subscription X
CHANGE PLAN TO:
Enterprise Annual $4,272 per year
Number of licenses 4
Prices displayed above exclude any applicable taxes.
Back
®
|Manage subscription X
Compare PandaDoc plans and choose the right solution for your business at our
Pricing page

Essentials Annual Select plan
$19 x 4 license x 12 months = $912 annually

Business Annual Select plan
$49 x 4 license x 12 months = $2,352 annually

Enterprise Annual is your plan Manage plan
$89 x 4 license x 12 months = $4,272 annually

Prices displayed above exclude any applicable taxes.


Reordering blocks

pageType: Application Application Application Application Application

screenKeywords:
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
. o BLOCKS
JDMobbin Contract -
1 page + eoe A Text I Image !
[):]
a3 Video > | Table ==
JDMobbin Web Design Agreement oe? SE Qee O
B
Table of =: Page break -
@ contents
gE FILLABLE FIELDS FOR
Start typing name or email «
Textfield A | signature 7/
sExBHE =0
i Initials IN Date
$ & Going down on a curved hill (Y »
Bellibatey  Share Checkbox Radio @
buttons
Dropdown El Card details E
g .
- - . - Collect files 1 Stamp £
] S Y . S — =
\ o - ’ e -
- B‘ e
XO
|JDMobbin Contract [EEITETE .
= +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
211 -+ Document &~ ~x Heading1 Arial 30 B 7 UWA «« = = == iE E E IE e« Z Editing v cl Content X
. o BLOCKS
JDMobbin Contract -
2 pages + eoe A Text I Image !
[):]
— : Video Table
=EHE=a/ 0 (3 o ==
i H H @ Pricing = Quote
JDMobbin Web Design Agreement pEmal 6=\ [pmn P
B
Table of =: Page break -
@ contents
gE FILLABLE FIELDS FOR
Start typing name or email «
Textfield A | signature 7/
Initials m Date
$ @ Going down on a curved hill (Y »
g fleaiel  share Checkbox Radio @
buttons
Dropdown El Card details E
w3 &
Wy . - Collect files 1 Stamp £
w b : — ==
e D » — -
R b‘ -
xe
|— JDMobbin Contract [EEITETE .
= +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
[E11 <+ Document i~ Heading 1 Arial 30 B 7 UWA «« = = == iE E E IE e« Z Editing v c | Content X
. o BLOCKS
JDMobbin Contract -
2 pages + eoe A Text Image
[):]
=, E n = ﬁ m El Video Table
—r A= +—
“ H H @ Pricing Quote
JDMobbin Web Design
7
Agreement] 3
Table of Page break
@ contents
gE FILLABLE FIELDS FOR
Start typing name or email «
Textfield A | Signature /7
» @ Going down on a curved hill (Y ~»
Later  Share
Initials IN Date
Checkbox Radio @
-3 -
\ = C o Dropdown El Card details E
- ~ . ,
- - ’ i' v‘P
= ; Collectfiles 1, Stamp £
Watch on @ VYouTube XO
|__  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 [EETETH .
= +2 Invite m o H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated less than a minute ago
[E11 <+ Document i~ Heading 1 Arial 30 B 7 UWA «« = = == iE E E IE e« Z Editing v c | Content X
i e»  BLOCKS
JDMobbin Contract -
2 pages + eoe A Text I Image !
oo
a3 Video > | Table ==
@ Pricing $= Quote ﬂ
table builder
Table of =: Page break -
@ contents
o+
oo FILLABLE FIELDS FOR
Start typing name or email «
Text = Textfield A | Signature 7
Initials IN Date
» & Going down on a curved hill (Y »
; gllRieg  Share Checkbox Radio @
buttons
Dropdown El Card details E
w3 &
e . - - . - Collect files T Stamp £
Gy, - - o —
\s o - ’ —— -
g - -
(o)


Submitting a form

screenElements:
Button
Text Field

screenPatterns:
Acknowledgement & Success
Other Action
Error
Other Action
Loading

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

screenKeywords:
.
Simple form
Enter your contact information
to start the signing process.

Review document
By clicking the button above and using PandaDoc's services — including
access and review of documents — | understand that PandaDoc may collect
certain personal information to provide services and enhance user
experience, as detailed more fully in PandaDoc's Privacy Notice.
Powered by PandaDoc
|. . Simple form .
L v
F\j PandaDoc by Jane Doe - All changes have been saved Otheractions E
B 1 field required. Finish
Mobile Number +1650 213 7379
Home Number (If Applicable) Mobile Number
Address 1226 University Dr
Additional Comments Type your comments...
| confirm that the information provided above is, to the best of my knowledge, true and correct.
Applicant Name Applicant Signature
|. . Simple form .
L v
F\j PandaDoc by Jane Doe - All changes have been saved Otheractions E
B 3 fields required. Finish
Mobile Number +1650 213 7379
Home Number (If Applicable) Mobile Number
Address 1226 University Dr
Additional Comments Type your comments...
- @ | confirm that the information provided above is, to the best of my knowledge, true and correct.
Applicant Name Applicant Signature
Applicant Name £Signature
|PandaDoc’ X
All set! Document is complete
Check it off your list by downloading a signed PDF now.
Open PandaDoc
|.
Simple form
Enter your contact information
to start the signing process.
t57987149@gmail.com
Tom Lee
Review document
By clicking the button above and using PandaDoc's services — including
access and review of documents — | understand that PandaDoc may collect
certain personal information to provide services and enhance user
experience, as detailed more fully in PandaDoc's Privacy Notice.
Powered by PandaDoc
|PandaDoc’ :":;:Le;::m Ut Otheractions v &
y
B Please fill in 12 required fields. -
Simple form 1 of 1 document
L]
Simple Form
Please fill out the fields below in as much detail as possible.
Once we receive your form we will begin the application process.
-_— Contact Information -_—
Title Please select... v
Mobile Number Mobile Number
Home Number (If Applicable) Mobile Number
Address Street Address
|. . Simple form .
L v
F\j PandaDoc by Jane Doe - All changes have been saved Otheractions E
B 6 fields required. Finish
E-mail t57987149@gmail.com
Mobile Number +1650 213 7379
Home Number (If Applicable) Mobile Number
- Address 1226 University Dr
State / Province
Additional Comments Type your comments...
@ | confirm that the information provided above is, to the best of my knowledge, true and correct.
Applicant Name Applicant Signature
Applicant Name £Signature
|. . Simple form .
L v
F\j PandaDoc by Jane Doe - All changes have been saved Otheractions E
B 9 fields required. Finish
L]
Simple Form
Please fill out the fields below in as much detail as possible.
Once we receive your form we will begin the application process.
-_— Contact Information -_—
Mobile Number Mobile Number
Home Number (If Applicable) Mobile Number
Address Street Address
|Signature X
Draw Type Upload

Choose font + ° [ B )
| understand that PandaDoc uses my name, email address and limited information will be used to
complete the signature process and to enhance the user experience. To learn more about how
PandaDoc uses information, please see our Privacy Policy. By signing this document with an
electronic signature, | agree that such signature will be as valid as handwritten signatures and
considered originals to the extent allowed by applicable law.

Cancel Accept and sign
|. . Simple form .
L v
F\j PandaDoc by Jane Doe - All changes have been saved Otheractions E
B 3 fields required. Finish
E-mail t57987149@gmail.com
Mobile Number +1650 2137378
Home Number (If Applicable) Mobile Number
Address 1226 University Dr
Additional Comments Type your comments...
@ | confirm that the information provided above is, to the best of my knowledge, true and correct.
Applicant Name Applicant Signature
Applicant Name £Signature
|. Simple form @ ]
. Other actions ¥
N PandaDoc by Jane Doe - All changes have been saved E
[B When you are done reviewing the document, please click Finish button. ) Finishing
|. Simplef .
PandaDoc b\:':;:eeD::mSavmg,,, ut Otheractions v &
B When you are done reviewing the document, please click Finish button. > Finish
Mobile Number +1B650 2137378
Home Number (If Applicable) Mobile Number
Address 1226 University Dr
Additional Comments Type your comments...
| confirm that the information provided above is, to the best of my knowledge, true and correct.
Applicant Name Applicant Signature
oo


Setting up two-factor authentication

actions:
Setting Up
Verifying

screenPatterns:
QR Code
Verification

screenKeywords:
Set up authenticator app X
1. Install or open Google Authenticator, Authy, or a similar third-
party authenticator app on your mobile device
2. Scan the QR code below using the authenticator app.
Can't scan?
L el E
[=] & 4 .;.:!"EI'-
Y e
=gt T i o
o ;ﬂ
L)
Ok
3. Enter the 6-digit code from the authenticator app.
686788
|Save your backup codes X
You'll see this message only once. Be sure to save these
backup codes.

Use these codes to log in if you lose access to your device. Each

code can be used only once.

|_|:| Copy codes

8240 7222 4009 63810848 8646
40741343 0299 9867 9094 0013
5185 0477 1139 7710 2727 6391
4848 0288 2242 3602 0547 5298
0294 0401 9861 8204 2014 5614

Save these codes to your password manager, or take a

screenshot or photo using your phone.

Two-factor authentication is now active on your account.
|Set up authenticator app X
1. Install or open Google Authenticator, Authy, or a similar third-
party authenticator app on your mobile device
2. Scan the QR code below using the authenticator app.
Can't scan?
0
[=] & 4 .;.:!"EI'-
Y e
=gt T i o
o ;ﬂ
L)
L 35 g
3. Enter the 6-digit code from the authenticator app.
Example: 123456
|Verification required X
Enter your password to begin setting up two-factor
authentication.

Enter password ©
Forgot your password?
|Select an authentication method X

Each time you log in, you'll receive a one-time code via an

authenticator app or text message to confirm it's you.

oo Authenticator app - Recommended >

B%  Use an authenticator app to generate a one-time code.

E Text message (SMS) ) i UPGRADE
Receive a text message with one-time code.
|Verification required X
Enter your password to begin setting up two-factor
authentication.

Forgot your password?
|Settings ®
+ PERSONAL Security
@ My account
O O= Securit
Y Password
@ ) Notifications Set a unique password to protect your personal account.
fh e
= Authorized apps Change password
WORKSPACE
D i+ Workspace defaults Two-factor authentication (2FA)
4 . . Two-factor authentication adds extra account security by requiring a unique access code, in addition to your
@ Branding and emails email and password. Learn more
|)=_| 2\ Team and licenses Note: Two-factor authentication is unnecessary when logging into PandaDoc using single sign-on (SSO) or OAuth.
21 S
Saved messages
9 Turn on 2FA
<> Integrations
@) Early access
ORGANIZATION
235 Workspaces
@ Users
2, Roles
1 Billing
&"‘ X
m ()
|Settings ®
+ PERSONAL Security
@ My account
O O= Securit
Y Password
@ ) Notifications Set a unique password to protect your personal account.
dh < ~
= Authorized apps Change password
WORKSPACE
— P
D = Workspace defaults Two-factor authentication (2FA)
4 . . Two-factor authentication adds extra account security by requiring a unique access code, in addition to your
@ Branding and emails email and password. Learn more
|)=_| 2‘ Team and licenses Note: Two-factor authentication is unnecessary when logging into PandaDoc using single sign-on (SSO) or OAuth.
o)
= 2 Saved messages
ACTIVE AUTHENTICATION METHODS
<> Integrations
oo Authenticator app .
@) Early access O%  You'll receive a one-time code via an authentication app. °
# Backup codes - 10 of 10 remaining .
ORGANIZATION Use these codes to log in if you lose access to your device. °
235 Workspaces
@ Users ADD MORE METHODS
Text message (SMS)
® UPGRADE
<v Roles E Receive a text message with one-time code.
1 Billing
& x:


Creating a workspace

screenKeywords:
Your PandaDoc trial ends in 8 days. Start your subscription today X
Settings ®
+ PERSONAL
@ My account H
7 Give your teams a
O WORKSPACES
O= Security
o per HR and onboarding
O _._ Notifications
Iﬂ:l - Create ¢ ) & Legal team
S Authorized apps docume ‘7 7“ > #  Sales
your teg -
=+ Create workspace
WORKSPACE e el | D
D nvite teammates to join JDMobbin H avoc
= Workspace defaults Taam é
- Team (SPpAaces
4 @ Branding and emails Learn Let your teams work within their own private workspaces. You can invite new or <) ¥ T
existing users by link or email. s
|’=—| 2. Team and licenses
o) INVITE BY LINK
=t > Saved messages htt \pp.pandad m/invite-link/64t C Admin py link
) pp.panc -link/e4ac (U Ad $le] ) 1K
Workspac + Create workspace
<> Integrations
INVITE BY EMAIL
©®© Early access )
Workspaces a ype name or emai Admin h
workspace is
ORGANIZATION
235 Workspaces Maybe later Send invitations
’ HR « 1 member
@ Users
2. Roles
4 Billing
JDMobbin OTHER . 3 members
. XO
JDMobbin Design Team OTHER - 1member
|n Settings ®
+ PERSONAL
(QNY t H
vaccoun Give your teams a
0 O~ Securit H
ecurity personallzed workspace HR and onboarding
@ _‘_ Notifications
Create ¢ ) @ Legal team
dh S Authorized apps docume > #* Sales
your teg
. + Create workspace
workseace , laDoc
D & Workspace defaults 'spaces
Change icor h
4 @ Branding and emails Learn _— «) ¥ O
Craate a arconalivad wikenace
R 2> Team and licenses Create a personalizec orkspace
o) Give your teams a private workspace where they can collaborate securely.
=\ 2 Saved messages
45 Integrations Workspac( . qnce naue + Create workspace
Add a name
©®© Early access nem
Workspaces a h
workspace isi TEAM ®
ORGANIZATION Select a team
235 Workspaces
a OTHER « 3 members
2. Roles
4 Billing
"Xj JDMobbin Design Team OTHER -« 1member
2 xg
|Settings ®
+ PERSONAL
@ My account H
v Give your teams a
O . WORKSPACES
O= Security
> personalized workspace B 1 onbocrding
O _‘_ Notifications
dh Create a private workspace where you store your @ Legalteam
£ Authorized apps documents, templates, and content — and where > * Sales
your teams can collaborate securely.
=+ Create workspace
worksracE PandaDoc
D s st Workspaces
=
4 @ Branding and emails Learnmore A Maybe later S G @ <« & =
|’=—| 2. Team and licenses
)]
=D 2 Saved messages
Workspaces + Create workspace
<> Integrations
©®© Early access
Workspaces are a great solution to distribute your content easily across separate teams or projects. Each
workspace is a unique environment with a unique Dashboard, Documents, Templates, etc. Learn more
ORGANIZATION
235 Workspaces
ij JDMobbin Aacmive OTHER + 4 members
@ Users
2. Roles
1 Billing
gj JDMobbin Design Team OTHER « 1member
X x
D 0
|n Settings ®
+ PERSONAL
@ My account H
v Give your teams a
O . WORKSPACES
O= Security
> personalized workspace B 1 onbocrding
O _‘_ Notifications
dh Create a private workspace where you store your @ Legalteam
£ Authorized apps documents, templates, and content — and where > * Sales
your teams can collaborate securely.
=+ Create workspace
worksracE PandaDoc
D s st Workspaces
=
4 @ Branding and emails Learn more 71 Maybe later » o4t o—— o «) ¥+ O
|’=—| 2. Team and licenses
)]
=D 2 Saved messages
Workspaces + Create workspace
<> Integrations
©®© Early access
Workspaces are a great solution to distribute your content easily across separate teams or projects. Each
workspace is a unique environment with a unique Dashboard, Documents, Templates, etc. Learn more
ORGANIZATION
235 Workspaces
JDMobbin Aacmive OTHER . 3 members
@ Users
2. Roles
1 Billing
gj JDMobbin Design Team OTHER « 1member
Ex x
Switching to another workspace. O
|n Settings ®
+ PERSONAL
(QNY t H
oS Give your teams a
O O Security I' d k
= persona Ize wor space HR and onboarding
O _‘_ Notifications
I:[h Create ¢ . & Legal team
S Authorized apps docume > #* Sales
your teg
. =+ Create workspace
WORKSPACE , laDoc
D :—E Workspace defaults Vs aces
Change icor h p
4 @ Branding and emails Learn _ «) 3 O
Craata 2 AVrCe aalirve swvlrenanea
|)=—| 2‘ Team and licenses = ‘?;.‘:?;\L,‘”?‘\,‘; H,—\M A-10 ,“‘\‘\ o>PdlC
o) Give your teams a private workspace where they can collaborate securely.
=i > Saved messages
&> Integrations Workspac | ORKSPACE NAME acreataworkepace
DMobbin HR Tean
©®© Early access ' m
Workspaces a h
workspace isi TEAM ®
RG] Select a team
235 Workspaces
a OTHER « 3 members
2. Roles
4 Billing
"Xj JDMobbin Design Team OTHER « 1member
. (o
|n Settings ®
+ PERSONAL
(QNY t H
oS Give your teams a
O . WORKSPACES
Or S it
- ey personalized workspace
O _‘_ Notifications
Iﬂ:l Create ¢ ) @ Legal team
S Authorized apps docume > #* Sales
your teg
. =+ Create workspace
woRKspAcE , jaDoc
D “5 Workspace defaults 4
e Ehange leo: (SPpAaces
4 @ Branding and emails Learn _ «) 3 O
Craata 2 AVrCe aalirve swvlrenanea
|)=—| 2‘ Team and licenses = ‘?;.‘:?;\L,‘”?‘\,‘; H,—\M A-10 ,“‘\‘\ o>PdlC
o) Give your teams a private workspace where they can collaborate securely.
=i > Saved messages
45 Integrations Workspac( . qnce naue + Create workspace
DMobl HR Tean
©®© Early access H "
Workspaces a h
workspace isi TEAM ®
ORGANIZATION HR
235 Workspaces
a OTHER « 3 members
@ Users Cancel Create
2. Roles
4 Billing
"Xj JDMobbin Design Team OTHER « 1member
2 x a
|Your PandaDoc trial ends in 8 days. Start your subscription today X
Settings ®
+ PERSONAL
@ My account H
' Give your teams a
O . WORKSPACES
O= Security
> personalized workspace B 1 onbocrding
O _‘_ Notifications
dh Create a private workspace where you store your @ Legalteam
S Authorized apps documents, templates, and content — and where » #* Sales
your teams can collaborate securely.
+ cCreate workspace
workseace PandaDoc
D s st Workspaces
=
4 @ Branding and emails Learnmore A Maybe later b o044 @ <« & =
|’=—| 2. Team and licenses
)]
=D 2 Saved messages
Workspaces + Create workspace
<> Integrations
©®© Early access
Workspaces are a great solution to distribute your content easily across separate teams or projects. Each
workspace is a unique environment with a unique Dashboard, Documents, Templates, etc. Learn more
ORGANIZATION
235 Workspaces
"Xj JDMobbin HR Team AcTive HR « 1member
@ Users
2. Roles
1 Billing
JDMobbin OTHER « 3 members
o+
= Your new workspace has been created. You can make m X
. changes to it anytime.
JDMobbin Design Team OTHER - 1member


Converting document to template

pageType: Application Application

screenKeywords:
Agreement1 JDMobbin Contract .
= 9 oocuvens 15/ JD Js Js &\ Manage +2 Invite m o H 0 : ? Needhelp
Draft « $0.00 All documents - Updated 1 minute ago
211 <+ Document Settings X
Workflow
Agreement 1 JDMobbin Contract Version history
o T_ Image
EEEES + Resolved comments/suggestions _ !
Collaborate > | Table ==
. Transfer data to
JDMobbin Web Design $=  Qute Ay
Convert to Template
Agreement .
Layout setup US Letter == Page break -
[Client Address] Download
Print ¢ FIELDS FOR
Doe (you v
Delete 1 (yow)
Textfield A | Signature
$ @ Going down on a curved hill o ~»
Later  Share
4 Initials IN Date
Checkbox Radio @
“— " -p
» By i Dropdown Card details
’!’\ h .\ - — | =
ol 4 —— -
Z ) Collect files T Stamp £
Watch on @ VYouTube xe
|__ Agreement XXX JDMobbin Contract template . .
= RO 2\ Manage Use this template E : ? Need help D
$0.00 All templates « Updated less than a minute ago
211 <+ Document c | Content X
. o BLOCKS
Agreement XXX JDMobbin Contract template -
cee Text T_ |
3 pages + A ex 1= mage !
[):]
a3 Video > | Table ==
H H @ Pricing $= Quote
JDMobbin Web Design Prici Quote  [7]
7
Agreement ¢
Table of =: Page break -
e contents
[Client Address]
Smart A9
@ content ot
4 FILLABLE FIELDS FOR
° » on ® Role1 v
$ & Going down on a curved hill
Later  Share
4 Textfield A | signature /7
Initials IN Date
“— " -p
h B = Checkbox Radio @
» D A - =
\ h‘?\ ’ — - buttons
Z . Dropdown El Card details E
Collect files T Stamp £
Watch on @ VYouTube


Dev center

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

screenPatterns:
Loading
Home
Guided Tour & Tutorial
Progress
Multi-Column Layout
Empty State

screenKeywords:
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.
|JDMobbin ~ « Dev Center  Monitoring Logs Webhooks history Configuration ®
we'll show yqur document usage data here. To set Requestademo 7 Set up a production key to monitor errors. Open configuration
+ Create new... up a production key, request a demo.
O Home
Check out our documentation: build documents, forms, and electronic signing into your own app. Quick start
& Inbox
dh Reports
Production data
APPS Documents created from a PandaDoc template or an existing PDF using production API key or application.
D Documents v
4 Automations v
5™ DevcCenter A
Monitoring No data
Logs Set up your API| configuration to view charts and data.
Webhooks history
Configuration Set up configuration
2 Contacts
EXPLORE
o+
oo Marketplace Webhooks
Template gallery A detailed look at your webhooks metrics and history. Last 7 days ¥
Webhook events Delivery time
MIN MAX AVG
2t Invite people Oevents O errors Oms Oms Oms X
o Jane Doe 0
|JDMobbin ~ « Dev Center  Monitoring Logs Webhooks history Configuration ®
Create new...
+ Document usage ® Recent errors
we'll show yqur document usage data here. To set Requestademo 7 Set up a production key to monitor errors. Open configuration
O Home up a production key, request a demo.
@ Inbox
dh Reports . . o .
Check out our documentation: build documents, forms, and electronic signing into your own app. Quick start
APPS
@ Dpocuments v Production data
4 Automations v Documents created from a PandaDoc template or an existing PDF using production APl key or application.
5™ DevcCenter ~
Monitoring
Logs
Webhooks history No data
Configuration Set up your API configuration to view charts and data.
9} Contacts
= Set up configuration
EXPLORE
9% Marketplace
Template gallery
Webhooks
A detailed look at your webhooks metrics and history. Last 7 days ¥
O+ i . .
it Invita people Webhook events Delivery time "0
> Jane Doe MIN MAX AVG
[ o YRS o TP, NOme Ome Ome


Removing a teammate

screenPatterns: Delete Select

screenKeywords:
n Settings ®
+ PERSONAL Team and licenses
@ My account
O O= Securit .
Y User Licenses
V) I
O .‘. Notifications Here's how licenses are currently used in all workspaces across your account.
Iﬂ: S Authorized apps
Standard L
WORKSPACE 4 of 4 activated Allin use
D E Workspace defaults -
4 @ Branding and emails
[P 2). Team and licenses Users in current workspace Q
o)
=D 2 Saved messages
D User Role License
<> Integrations
Jane Doe
@) Early access Admin (Owner Standard
Y D jdoe2@content-mobbin.com ( )
ORGANIZATION O JS _Jan.e Smith . Admin ¥ Standard
jsmith2@content-mobbin.com
235 Workspaces
Jon Smith
Js Admin ¥ Standard
@ Users D jonsmith@content-mobbin.com
2. Roles Tom L
|:| TL om Lee . Collaborator ¥ Guest
E Billing t57987149@gmail.com
I:l D ]dqe.mobblM@gmall.com Admin Standard
Invitation pending
. xe
|Settings ®
+ PERSONAL Team and licenses
@ My account
O O= Securit .
Y User Licenses
V) I
O .‘. Notifications Here's how licenses are currently used in all workspaces across your account.
Iﬂ: S Authorized apps
Standard L
WORKSPACE 4 of 4 activated Allinuse
D :—E Workspace defaults -
4 @ Branding and emails
[P 2). Team and licenses Users in current workspace Q
o)
=D 2 Saved messages
D User Role License
<> Integrations
Jane Doe
@) Early access D Admin (Owner Standard
Y D jdoe2@content-mobbin.com ( )
ORGANIZATION O y)s  Jane Smith ) Admin ~ Standard
jsmith2@content-mobbin.com
235 Workspaces
Jon Smith
Js Admin ¥ Standard
@ Users D jonsmith@content-mobbin.com
‘.’/ Roles Tom Lee
O L ) Collaborator Guest
E Billing t57987149@gmail.com
I:l D ]dqe.mobblM@gmall.com Admin Standard
Invitation pending
&F X
o0 0
|Remove user? X
Removing the following users will not remove their
licenses. To delete user licenses, go to your Billing.
1S jonsmith@content-mobbin.com
jonsmith@content-mobbin.com
[} Remove from all workspaces
Cancel
|Your PandaDoc trial ends in 8 days. Start your subscription today X
n Settings ®
+ PERSONAL Team and licenses
@ My account
O O= Securit .
Y User Licenses
V) I
O .‘. Notifications Here's how licenses are currently used in all workspaces across your account.
Iﬂ: S Authorized apps
Standard L
WORKSPACE 3 of 4 activated 1 remaining
D :—E Workspace defaults -_—
4 @ Branding and emails
[P 2). Team and licenses Users in current workspace Q
o)
=D 2 Saved messages
D User Role License
<> Integrations
Jane Doe . «~
@) Early access Admin (Owner Standard
Y D jdoe2@content-mobbin.com ( ) =
ORGANIZATION O Js _Jan.e Smith _ Admin ¥ Standard ¥
jsmith2@content-mobbin.com
235 Workspaces
Tom Lee
TL Collaborator ¥ Guest ¥
@ users O t57987149@gmail.com
‘.,, Roles i bbin1 i
loe.mobbin mail.com .
d o ! o @g Admin Standard
F Billing Invitation pending
Ex x
. User has been removed. Dismiss 0
|n Settings ®
+ PERSONAL Team and licenses
@ My account
O O= Securit .
Y User Licenses
V) I
O .‘. Notifications Here's how licenses are currently used in all workspaces across your account.
Iﬂ: S Authorized apps
Standard L
WORKSPACE 4 of 4 activated Allinuse
D "_,—E Workspace defaults -
4 @ Branding and emails
= ), Team and licenses 1 user is selected I Remove user
o)
=D 2 Saved messages
D User Role License
<> Integrations
Jane Doe
@) Early access Admin (Owner Standard
Y D jdoe2@content-mobbin.com ( )
ORGANIZATION O Js _Jan.e Smith _ Admin ¥ Standard
jsmith2@content-mobbin.com
235 Workspaces
Jon Smith
Js Admin ¥ Standard
@ Users jonsmith@content-mobbin.com
‘.’/ Roles Tom Lee
O L _ Collaborator ¥ Guest
E Billing t57987149@gmail.com
jdoe.mobbini@gmail.com .
d o ! L @g Admin Standard
Invitation pending
& xa


Saving a template

screenElements:
Full-Screen Overlay
Top Navigation Bar
Carousel

pageType: Application Application Application

screenKeywords:
& 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
|& 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
|& Back Website Development Proposal & Agreement _ _
\ : :
WEBSITE DE PMENT PROPOSAL &
REEMENT \|/ BEASEIEL ARy A1, ' /
or v
\ s /
[Ollen}.Company / / — /
/ e . > 4

Created by: o
[SendeK.FirstName] [Sender.LasA\ame] YA S Gy _\H“H‘-“‘\
[Sender. omp7ny] 1 /“T ‘ WZ. 5 A )
. | N
Prepared o/'/ ‘// /. ,,‘ ,f / ‘/'1/‘//://. ’// y // '9/
A ; | I L P S, 0 o/ ////.
[Glient FirstName] [Client.LastNam 1 1 { TSI /»' -

¢ [Client.Company]/ y /,/ ‘ ;
s [ SRS :-‘A l El= \ 4 i ot - ! ‘ L
. S\ T2 /AT P . :
\/ S S z ! ! 1 *0/-.-,"...;“;" / AT, 0\ ]
.:':_ ? el S b\:\l‘ f !,'{ y » 7 '," ¥ {3 )

\ \, \,__:;:g-!lgx p— i‘iﬁ ,,//‘</’,/_,‘,
AR VTS T | Wy A L
\» . A oAl e € gl . "‘\*m v/

— \ J --‘- e " / .‘ | < — 4
| — S Bk : . \" 7 P A
s X » e - P ZAN )
TR v‘r‘ ‘ = Sl N P N ‘/’/),5;, et
S O S & sl 2T
T{K/—B LAY s WA gy A '{?«3%
SN S x \ Ja2)® 4&%{/7/\
T £ e <7 yi ST W 7 Y A k S 7 4


Downloading a document

screenElements:
Tree
Dropdown Menu
Divider

screenPatterns:
Upload & Download
Action Option

screenPatterns:
Loading
Upload & Download

screenElements:
Toast
Tree
Dropdown Menu
Divider

screenPatterns:
Permission
Loading
Upload & Download
Upload & Download
Action Option

screenKeywords:
Agreement1 JDMobbin Contract .
= 9 oocuvens 15/ JD Js Js &\ Manage +2 Invite m o H 0 : ? Needhelp
Draft « $0.00 All documents - Updated 1 minute ago
211 <+ Document Settings X
Workflow
Agreement 1 JDMobbin Contract Version history
o T_ Image
EEEES + Resolved comments/suggestions _ !
Collaborate > | Table ==
. Transfer data to
JDMobbin Web Design $=  Qute Ay
Convert to Template
Agreement .
Layout setup US Letter == Page break -
[Client Address] Download
Print ¢ FIELDS FOR
Doe (you v
Delete 1 (yow)
Textfield A | Signature
$ @ Going down on a curved hill o ~»
Later  Share
4 Initials IN Date
Checkbox Radio @
“— " -p
» By i Dropdown Card details
’!’\ h .\ - — | =
ol 4 —— -
Z ) Collect files T Stamp £
Watch on @ VYouTube xe
|Agreement1 JDMobbin Contract )
= 9 15 )/ Js Js 2\ Manage +2 Invite m © H 0 : ? Needhelp
Draft « $0.00 « [ All documents - Updated 1 minute ago
21 + Document /' Editing v c | Content X
: 0 BLOCKS
Agreement 1 JDMobbin Contract -
3 pages + eoe A Text I Image !
[5):]
X -
3 Video [ > | Table ==
4
J D N @ Pricing $= Quote ﬂ
table builder
Agr &
Table of =: Page break 5¢-
e contents
@ FILLABLE FIELDS FOR
/ = @ Jane Doe (you) v
oo _—
%= ) Design Services....pdf A = | Offer Letter.pdf A ® Design Quof] Text field Al SNt 7
Going down on a curved hill
Allow multiple file downloads Initials == IN | | Data
Only one file from this bundle downloaded. To
download multiple files, select Allow when prompted Checkbox Radio @
' -“ A = by your browser. (This will not grant PandaDoc buttons
\‘ \ further access to your device.)
'L.» Dropdown || Card details [~
Got it
Collect files 1 Stamp £
Watch on @ VYouTube
|= Agreement1 JDMobbin Contract [EEIITENH 15/ 10 s IS & Manage +2 Invite m ® E o ? Need help i)
Draft « $0.00 All documents - Updated 6 minutes ago
211 <+ Document /' Editing v [+ | Content X
. o BLOCKS
Agreement 1 JDMobbin Contract -
3 pages + eoe A Text Image
[):]
El Video Table
H H @ Pricing Quote
JDMobbin Web Design pricir Rl
B
Agreement ¢
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
Initials IN Date
Checkbox Radio @
W ' - buttons
- ¥ -
- D ’ . -, Dropdown [ ~] Card details [~
* - " v-.,.,
= ; Collect files 1, Stamp £
ot - @ Youlube x
Generating DOCX file...
|Agreement1 JDMobbin Contract .
= 9 oocuvens 15/ JD Js Js &\ Manage +2 Invite m o H 0 : ? Needhelp
Draft « $0.00 All documents « Updated 5 minutes ago
211 <+ Document Settings X
Workflow
Agreement 1 JDMobbin Contract Version history
o T_ Image
EEEES + Resolved comments/suggestions _ !
Collaborate > | Table ==
Transfer data to
JDMobbin Web Design $=  Qute Ay
Convert to Template
Agreement .
Layout setup US Letter = Page break -
[Client Address] Download Download as .pdf
Print Download as .docx
Doe (you v
Delete E tyou)
Textfield A | Signature
$ @ Going down on a curved hill o ~»
Later  Share
4 Initials IN Date
Checkbox Radio @
“— " -p
» By i Dropdown Card details
’!’\ h .\ - — | =
ol 4 —— -
-« h -
) Collect files |1| Stamp &
Watch on @ VYouTube xe


Users

screenKeywords:
= Admin Panel Users Open PandaDoc ? Needhelp
Users Q
Invites Name Email Workspaces 2FA method

JD Jane Doe jdoe2@content-mobbin.com 2 workspaces None

JS Jane Smith jsmith2@content-mobbin.com JDMobbin None

JS Jon Smith jonsmith@content-mobbin.com JDMobbin None

TL Tom Lee t57987149@gmail.com JDMobbin None
Q
|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


Sorting posts

pageType: Marketing

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
Community Helpcenter  Training Forums Unleashed Productupdates English +
Search
Community Topics v m
Welcome! Who's That Panda? Share Your Success
Intfroduce yourself and learn how to make Come and learn about the faces behind Tell us all about what you love about
your way around the Forums the PandaDoc logo PandaDoc
15 posts « 1 follower 7 posts « 1 follower 102 posts « 1 follower
Tech Hot Topics The 'Why' Series Webinars
Check out what's going on in the tech Check out the value and impact of various Replay our most memorable online events
industry resources available to help your team win from anywhere, at any time with
every day with PandaDoc PandaDoc Webinars
C et o 1 E~AAvarmr C et o 1 E~AAvarmr AQ et - 1 E~H Avarme
|Community Help center Training Forums Unleashed Productupdates Jane Doe English v
Forums > Who's That Panda?
Who's That Panda?
0OS ar Fanad:
Come and learn about the faces behind the PandaDoc logo
Search
Showall v  Sortbyvotes v
Kristin Mitchell - Team Lead, US Customer Support 1 o
Christopher Ragland « 10 months ago vote comments
Christopher Ragland - Community Forums Manager 1 o
Christopher Ragland - 1 year ago - Edited vote comments
Melissa Strahl - Sales Development Representative o o
Christopher Ragland « 10 months ago « Edited votes comments
|Community Help center Training Forums Unleashed Productupdates Jane Doe English v
Forums > Who's That Panda?
Who's That Pand
0OS atf Panda?
Come and learn about the faces behind the PandaDoc logo
Search
Showall v  Sort by newest post v
Kristin Mitchell - Team Lead, US Customer Support 1 o
Christopher Ragland « 10 months ago vote comments
Melissa Strahl - Sales Development Representative o o
Christopher Ragland « 10 months ago - Edited votes comments
Josh Gillespie - Director, Enterprise Sales o o
Christopher Ragland « 1 year ago « Edited votes comments
|Community Help center Training Forums Unleashed Productupdates Jane Doe English v
Forums > Who's That Panda?
Who's That Panda?
0OS ar ranad:
Come and learn about the faces behind the PandaDoc logo
Search

Showall v  Sort by newest post v

Newest post v
Kristin Mit: o JS Customer Support 1 o

Recent activity
Christopher Rq vote comments

Votes

. Comments .

Melissa Sti )ment Representative 0 0
Christopher Ragland « 10 months ago - Edited votes comments
Josh Gillespie - Director, Enterprise Sales o o
Christopher Ragland « 1 year ago « Edited votes comments


Saving a customized report

actions:
Adding & Creating
Saving to Collection

screenKeywords:
ili Reports ®
+ GENERAL Template efficiency H
Workflow overview This report shows the document workflow in terms of templates usage.
@ DATA ANALYTICS A
Created ¥ Mar 23, 2024 — Apr 23,2024 ~ Sort by template ¥~
Leaderboard
th
Document efficiency Include deleted documents () — Filters [} customize
Template efficiency R .
Template v Created Approved Sent Completed Completion rate Declined rate Template rate
D Create new report
4 (Not created from template) 3 0 0 1 0% 0% 0¢
CONTENT LIBRARY A Website Devel t
|)=_| ebsite Developmen 1 o 0 o 0% 0% 100
Proposal & Agreement
o) Usage analytics
= Website Development
e
oSt 2 1 0 0 1 0% 0% 100°
Proposal & Agreement
Total 5 0 [o] 2 0% 0% 40¢
Ee )
. Q
|Create report X
NAME*
JDMobbin Template Efficiency

28 /50
DESCRIPTION
Enter description

0/100
|ili Reports ®
+ GENERAL JDMobbin Template Efficiency :
Workflow overview
@ DATA ANALYTICS A Created ¥ Mar 23, 2024 — Apr 23,2024 ~ Sort by template ¥
Leaderboard
III Include deleted documents () = Filters [T} customize
Document efficiency
Template efficiency Template v Created Approved Sent Completed Completion rate Declined rate Template rate
D JDMobbin Template ... (Not created from template) 3 0 0 1 0% 0% [e}}
4 Create new report .
Website Devel t
ebsite Developmen ] o o o 0% % 160+
B Proposal & Agreement
o» CONTENT LIBRARY A Website Devel t
2 ebsite Developmen c 0 o ; o o 100¢
. Proposal & Agreement
Usage analytics
Total 5 (o] [o] 2 0% 0% 40¢
& X
. Q
|Create report X
NAME*
Enter report name
0/50
DESCRIPTION
Enter description
0/100
|ili Reports ®
+ GENERAL Template efficiency :
Workflow overview This report shows the document workflow in terms of templates usage. Save as hew
Export CSV
@ DATA ANALYTICS A
Created ¥ Mar 23, 2024 — Apr 23,2024 ~ Sort by template ¥
Leaderboard
th
Document efficiency Include deleted documents () — Filters [T} customize
Template efficiency . .
Template v Created Approved Sent Completed Completion rate Declined rate Template rate
D Create new report
4 (Not created from template) 3 0 0 1 0% 0% 0¢
CONTENT LIBRARY A Website Devel t
|)=_| ebsite Developmen ] o o o 0% % 160+
Proposal & Agreement
o) Usage analytics
= Website Development
e Deve
ebst 2 1 0 0 1 0% 0% 100°
Proposal & Agreement
Total 5 [0} [o] 2 0% 0% 40¢
& x
. Q


Completing a tutorial

actions:
Starting & Completing
Browsing Tutorial

screenKeywords:
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 I8 2, Manage +2 Invite m © H 06 : ? Needhelp
Draft « $0.00 All documents « Updated 2 minutes ago
1 <+ Document L; v Content X
i P BLOCKS
Website Development Proposal & Agreement -
8 pages + A Text Image
oo
/
/ El Video Table
WEBSITE DEVELOPMENT PROPQSAL & PROPOSAL
[ |
Ap RE E M E N T \ ‘/ f o e @ Pricing Quote
’ & ?r ) S S — > tosignvia ‘ S8 : table builder
For ‘ | - C2 74
C C Il | send:ggfgre sending a document, o Table of Page break
[ Ilent_ om pany] / optionsbe sure to set up @ contents
“ - ‘C‘ > 104 00— — [ <) ¥ O
Createdfby: ‘/’ k / o FILLABLE FIELDS FOR
g ." T J bd ‘l . . v
Jane Doe UDMobbin T e B, ey ©® Jessica Smith
| THiT,
i
| /" Text field Al Signature
v / —
Prepared for: : ) /
|  A—— A el B /4
B N 7 7% Initials IN Date
Uessica Smith [Client.Company] - / o
‘ | \
| )
\ AR /4 Checkbox Radio ®
\ —— g [ ——Y buttons
\‘ it e R [ . T O ——
\ = 1 1 i aTT] |
e ’4; f r | \ M ) Dropdown [ +] Card details [~
e 11 N w | ombrm\o/ N
| NS BOR R | TV TN -
\ \ QEEcR s & g | \‘ y
“\ AR ) -‘_ | / ] Collect files |1| Stamp &
‘ j RS i TN~ o
1 ,,7;;'7"' X " ,';,;7, - ¥y T L - Xosss
|\ { I rs N 4 J
S0\ i \-/~ g . L ¢4 7
S L gl e T —— T\ X
\ e T G (W T e\
I o N T A S | & | Viwiur™m ‘7?‘ N/ G
e i W Sy L »{;,i:;;;'zz, T \ vy, %
|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 I &, Manage +2 Invite m © H 06 : ? Needhelp
Draft « $0.00 All documents - Updated 1 minute ago
21 -+ Document /" Editing ¥ Content X
i P BLOCKS
Website Development Proposal & Agreement -
8 pages + eoe Ao Text Image
oo
// / \
/ / El Video Table
EBSITE DEVELOPMENT PROPQSAL &
AGREEMENT \) / ® s Quote
J g ?’__. : T, 4 table builder
For | f‘ i
I] | Table of Page break
[Client.Company] B/ | r\ ©  contents
] e [ fasas an oL
Createdfby: / [ /’ > i e gE FILLABLE FIELDS FOR
/ { Ad " y- . . -
Yaneg Dog UDMobbin i e : i Roles are placeholders @ Jessica Smith
[ i \ AN Variable for future recipients I -
| ) e Text field Signature
f > oM ) ) & O Al 9 Z
Prepared for: A 5
s LR o Initials IN Date
Uessica Smith [Client.Company] - / o
‘ f |
\ ARG /" Checkbox Radio ®
{ i r~— [ ————\ buttons
| ey B | ‘ W s
\ ~iRevns rol A / = —h“._\ ) M o
Coiieen el /. " Dropd Card detail
»{ “F B N/ 4/ i ropdown [ +| ard details [~
—— Shomieas SSEE A N R e |
\ i Saviag BON / a1 i
\ T IR B - “ \ y
“\ LIRS ) } -__ f / iy Collect files 1" Stamp £
: o | CAm R e A Y N
\ i | R B w DA o — ’»rn i == ? \
O\ : \\‘ — A ] oo NI . S & L) b
(| —al B m\\\/ X
N ] T T A ) 7 gl % Vi ‘/'..\'A 7 —
N 8 \ s { TSNS et / VN7 ey
A s"*a - % : ¥y {: ‘;7‘%tt u"’ —— 1 7 \ { / >
|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 “


Changing password

screenKeywords:
Settings ®
+ PERSONAL Security
My account
O Securit
K Password
@ Notifications Set a unique password to protect your personal account.
Authorized apps Change password
WORKSPACE
D Workspace defaults Two-factor authentication (2FA)
4 . . Two-factor authentication adds extra account security by requiring a unique access code, in addition to your
Branding and emails email and password. Learn more
|)=_| Team and licenses Note: Two-factor authentication is unnecessary when logging into PandaDoc using single sign-on (SSO) or OAuth.
o)
=D Saved messages
Turn on 2FA
Integrations
Early access
ORGANIZATION
Workspaces
Users
Roles
Billing
& x
Q Your password has been changed. 0
|Settings ®
+ PERSONAL Security
@ My account
O O= Securit
Y Password
@ ) Notifications Set a unique password to protect your personal account.
fh e
= Authorized apps Change password
WORKSPACE
D i+ Workspace defaults Two-factor authentication (2FA)
4 . . Two-factor authentication adds extra account security by requiring a unique access code, in addition to your
@ Branding and emails email and password. Learn more
|)=_| 2\ Team and licenses Note: Two-factor authentication is unnecessary when logging into PandaDoc using single sign-on (SSO) or OAuth.
21 S
Saved messages
9 Turn on 2FA
<> Integrations
@) Early access
ORGANIZATION
235 Workspaces
@ Users
2, Roles
1 Billing
&"‘ X
m ()
|Change password X
CURRENT PASSWORD
NEW PASSWORD
v At least 8 characters
v Atleast1letter
v At least 1 number
CONFIRM NEW PASSWORD
Cancel Change password
|Change password X
CURRENT PASSWORD
NEW PASSWORD
® At least 8 characters
® Atleast1letter
® At least 1 number
CONFIRM NEW PASSWORD
Cancel Change password


Adding radio buttons

screenElements:
Text Field
Editable Text
Badge
Status Dot

screenKeywords:
JDMobbin Contract [EEITETE .
= JD & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated 1 minute ago
21 -+ Document 7 Editing v (®) Radio buttons X
H RECIPIENT
Document Title
D Jane Doe Signer -
jdoe2@content-mobbin.com
SHOW VALUES ()
Document subtitle Option 1
15 JaneD. 4 FH = M Option 2
1 |O| option 1
o (@] option 2 : CONDITIONAL Locic [[ER
E + E + Addarule
SETTINGS
Mine Do
Required
@ VALUES TYPOGRAPHY
@ Color .
FILLED FIELD
Created by: Prepared for: Button color .
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName] FIELD D
[Sender.Company] [Client.Company] RadioButtons1
MERGE FIELD @
X
Enter name of merge field Q
+
|= JDMobbin Contract [EEIENS o &\ Manage +& Invite m © E 6 H ? Need help D
Draft « SGD 0.00 All documents « Updated 1 minute ago
21 -+ Document /' Editing v c | Content X
H BLOCKS
Document Title 2,
T T-
ro ext I Image !
oo
a3 Video > | Table ==
Document subtitle
@ Pricing $= Quote ﬂ
table builder
23
Table of =: Page break -
@] Option 1
o+ FILLABLE FIELDS FOR
@] Option 2 on
o ® Jane Doe (you) v
Textfield A | Signature 7/
Mo e
Initials m Date
@ Checkbox
Dropdown El Card details E
Created by: .
v Prepared for: Collect files T Stamp £
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]
[Sender.Company] [Client.Company]
Q
+
|. JDMobbin Contract .
= JD & Manage +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 T- Ima
o Lo B
oo
a3 Video > | Table ==
Document subtitle @
Pricing $= Quote ﬂ
table builder
23
Table of =: Page break -
o+
oo FILLABLE FIELDS FOR
o ® Jane Doe (you) v
Textfield A | Signature
Mo e
Initials IN Date
Checkbox Radio @
buttons
Dropdown El Card details E
Created by: Prepared for:
v P Collect files T Stamp £
XO
+
|__  JDMobbin Contract .
= D & Manage +2 Invite m O H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated 1 minute ago
@1 -+ Document /' Editing ¥ (®) Radio buttons X
H RECIPIENT
Document Title
D Jane Doe Signer -
jdoe2@content-mobbin.com
SHOW VALUES ()
Document subtitle Yes
- — No
15 Jane D. + =m0
@) ves |
E @] No i conDITIONAL Locic [EEQ
Jo i :
st + Addarule
SETTINGS
Mine Do
Required
@ VALUES TYPOGRAPHY
@ Color .
FILLED FIELD
Created by: Prepared for: Button color .
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName] FIELD ID
[Sender.Company] [Client.Company] RadioButtons1
MERGE FIELD @
X
Enter name of merge field 0
L
|JDMobbin Contract [EEITETE .
= JD & Manage +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 All documents « Updated 1 minute ago
21 -+ Document 7 Editing v (®) Radio buttons X
H RECIPIENT
Document Title
D Jane Doe Signer -
jdoe2@content-mobbin.com
SHOW VALUES ()
Document subtitle Option 1
15 JaneD. 4 FH = M Option 2
1 |O| option 1
o (@] option 2 : CONDITIONAL Locic [[ER
E + E + Addarule
SETTINGS
Mine Do
Required
@ VALUES TYPOGRAPHY
@ Color .
FILLED FIELD
Created by: Prepared for: Button color .
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName] FIELD D
[Sender.Company] [Client.Company] RadioButtons1
MERGE FIELD @
X
Enter name of merge field Q
+
|= JDMobbin Contract [EEIENS o &\ Manage +& Invite m © E 6 H ? Need help D
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 Jane D. 4 :—__" m E?
Table of Page break
i [O] option 1
H : O+  FILLABLE FIELDS FOR
! |@] Option 2 | on
Jo i ! @ Jane Doe (you) v
|+ i
Textfield A | Signature 7/
Mine Do
Initials m Date
@ Checkbox Radio @
@ buttons
Dropdown El Card details E
Created by: .
y Prepared for: Collect files |1| Stamp &
[Sender.FirstName] [Sender.LastName] [Client.FirstName] [Client.LastName]
[Sender.Company] [Client.Company]
Q
+


Customizing a report

screenKeywords:
ili Reports ®
+ GENERAL Template efficiency :
Workflow overview This report shows the document workflow in terms of templates usage.
@ DATA ANALYTICS A
Created ¥ Mar 23, 2024 — Apr 23,2024 ~ Sort by template ¥
Leaderboard
th
Document efficiency Include deleted documents () — Filters [T} customize
Template efficiency . . .
Template v Created Sent Completed Completion rate Declined rate Template rate Timeto s
D Create new report
(Not created from template) 3 0 1 0% 0% 0%
|)=| CONTENT LIBRARY A
g‘ Usage analytics
Website Devel t
ebsite Developmen ] o o 0% 0% 100%
Proposal & Agreement
Website Devel t
ebsite Developmen c o - o o O
Proposal & Agreement
Total 5 [o] 2 0% 0% 40%
& x
. Q
|ili Reports ®
+ GENERAL Template efficiency H
Workflow overview This report shows the document workflow in terms of templates usage.
@ DATA ANALYTICS A
Created ¥ Mar 23, 2024 — Apr 23,2024 ~ Sort by template ¥~
Leaderboard
th
Document efficiency Include deleted documents () — Filters [} customize
Template efficiency R .
Template v Created Approved Sent Completed Completion rate Declined rate Template rate
D Create new report
4 (Not created from template) 3 0 0 1 0% 0% 0¢
CONTENT LIBRARY A Website Devel t
|)=_| ebsite Developmen 1 o 0 o 0% 0% 100
Proposal & Agreement
o) Usage analytics
= Website Development
e
oSt 2 1 0 0 1 0% 0% 100°
Proposal & Agreement
Total 5 0 [o] 2 0% 0% 40¢
Ee )
. Q
|ili Reports ®
+ GENERAL Template efficiency H
Workflow overview This report shows the document workflow in terms of templates usage.
@ DATA ANALYTICS ~
Created ¥ Mar 23, 2024 — Apr 23,2024 ~ Sort by template ¥ Columns Clear all
Leaderboard
th
- Include deleted documents = Filters + Customize
Document efficiency () [E Number of documents
Template efficienc .
> v Template v Created Approved Sent Completed Completion rate D¢ o4 Created
D Create new report Approved
4 (Not created from template) 3 0 0 1 0%
Sent
|=| CONTENT LIBRARY A~ Website Development
= % .
Proposal & Agreement ! 0 0 0 0% Viewed
g‘ Usage analytics
Website Development ] . . . - Completed
Proposal & Agreement ° i
Expired
Total 5 o o 2 0% Paid
Conversion rates
Time to convert
Value
& x
. Q
|ili Reports ®
+ GENERAL Template efficiency H
Workflow overview This report shows the document workflow in terms of templates usage.
@ DATA ANALYTICS ~
Created ¥ Mar 23, 2024 — Apr 23,2024 ~ Sort by template ¥ Columns Clear all
Leaderboard
th
- Include deleted documents = Filters + Customize
Document efficiency () [E Number of documents
Template efficienc .
> v Template v Created Sent Completed Completion rate Declined rate o4 Created
D Create new report Approved
4 (Not created from template) 3 0 1 0% 0%
Sent
|=| CONTENT LIBRARY A Website Development
= % % .
Proposal & Agreement ! 0 0 0% 0% Viewed
g‘ Usage analytics
Website Development ] . ; . - Completed
Proposal & Agreement ° ° i
Expired
Total 5 o 2 0% 0% Paid
Conversion rates
Time to convert
Value
& x
. Q


Sharing a content item

hotspotType: Hover

screenKeywords:
Share with X
Q, search
AVAILABLE WORKSPACES Un-select all
JDMobbin Design Team
Cancel m
|Share with X
Q, search
AVAILABLE WORKSPACES Select all
JDMobbin Design Team D
Cancel m
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ -
O All your documents 0 Content library
@ Shared with me = | search...
ik Store case studies, customer testimonials, and Business 0. )
| ; Sase study
more in your content library. Then add them to proposal o R
FOLDERS + _ ; . -
your documents — all to delight your recipients. @
. TAGS A~ HH
proposal "
14 Learn more Maybe later gg;?hr:c ricing
2
o)
(=}
All =]
Title Created
Sample 2 Column Layout - Landscape o Apri7 2024
r17,
Sender v °
Sample Multi Column Layout o Apri7 2024
pri/,
Sample Pricing Table o Apri7 2024
pri/,
Sample Signature Block o Apri7 2024
r17,
Signer v °
2F Sample Team Intro D) Aor17 2024 XG
pri/,
JD
|. 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
Sqoorrey = =
4 Upcoming renewals Explore templates Maybe later & OneDrive
|>=_| @ Expiring soon
o)
(=}
— =
FOLDERS + All = =
Date ¥ Status ¥ Owner ¥ Recipient ¥ Company ¥
D Title Status Value Modified ¥
Agreement 1 JDMobbin Contract = .
D ® Completed $0.00 o 42 minutes ago
Jessica Smith, Jon Smith, Jane Doe v
Website Development Proposal & Agreement .
D P P 9 ® Completed $0.00 o 43 minutes 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
04+ 0 P P Draft SGD0.00  ©  Aprig, 2024
= No recipients X
D
Website Development Proposal & Agreement
ﬁ P p 9 Draft $0.00 o Apr17,2024
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ -
O All your documents 0 Content library
@ Shared with me me | Search...
dh Store case studies, customer testimonials, and Business o ‘
. - Sase study
more in your content library. Then add them to proposal = 3
FOLDERS + o ; . -
your documents — all to delight your recipients. @
. TAGS A i
proposal "
4 Learn more Maybe later gg;?hr:c Pricing
2
o)
(=}
All =
Title Created
. Sample 2 Column Layout - Landscape o e AR .
= Pz :
Sender v P
Duplicate
Sample Multi Column Layout
Move
Rename
Sample Pricing Table
Add tags
Share with workspace
Sample Signature Block
Signer v Delete
2F Sample Team Intro » TR XG
pri/,
D
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ -
O All you r docu ents 0 Content library
@ Shared with me S | Search
Store case studies, customer testimonials, and .
dh . - Business (=) © Cuse study
more in your content library. Then add them to proposal 3
FOLDERS + o ; . o
your documents — all to delight your recipients. @
. TAGS A HE
proposal "
4 Graphic pricins
Learn more Maybe later Desion Pricing
2
)]
(=}
All =
Title ™ Created
Sample 2 Column Layout - Landscape
o Apr17,2024
Sender v
Sample Multi Column Layout
o Apr17,2024
Sample Pricing Table
o Apr17,2024
Sample Signature Block
o Apr17,2024
Signer v
o+
= Sample Team Intro X
o Apr17,2024
D Sample 2 Column Layout - Landscape successfully shared.
|. Documents My documents Templates Content library Catalog Forms Q search ®
+ -
O All your documents 0 Content library
@ Shared with me = | search...
ik Store case studies, customer testimonials, and Business 0. )
| ; Sase study
more in your content library. Then add them to proposal o R
FOLDERS + _ ; . -
your documents — all to delight your recipients. @
. TAGS A~ i
proposal "
14 Learn more Maybe later gg;?hr:c ricing
2
o)
(=}
All =]
Title Created
B Sample 2 Column Layout - Landscape o) Apri7. 2024 .
H r ’ :
Sender v °
Sample Multi Column Layout o Apri7 2024
pri/,
Sample Pricing Table o Apri7 2024
pri/,
Sample Signature Block o Apri7 2024
r17,
Signer v °
2F Sample Team Intro D) Aor17 2024 XG
pri/,
JD


Adding a table

screenElements: Toolbar Icon

screenKeywords:
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
. o BLOCKS
JDMobbin Contract -
1 page + eoe A Text I Image !
[):]
a3 Video > | Table ==
JDMobbin Web Design Agreement oe? SE Qee O
B
Table of =: Page break -
@ contents
gE FILLABLE FIELDS FOR
Start typing name or email «
Textfield A | signature 7/
sExBHE =0
i Initials IN Date
$ & Going down on a curved hill (Y »
Bellibatey  Share Checkbox Radio @
buttons
Dropdown El Card details E
g .
- - . - Collect files 1 Stamp £
] S Y . S — =
\ o - ’ e -
- B‘ e
XO
|= JDMobbin Contract [EEITETH +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 - [ All documents - Updated less than a minute ago
[E11 <+ Document i~ Normal text Arial 15 B 7 UWA «« = = == iE E E IE e« Z Editing v [+ | Content X
Py BLOCKS
-
Text T- Image !
. : o ~» A =
\ Going down on a curved hill oo
WatchLater  Share
t ]| Video > | Table ==
» - @ Pricing $= Quote ﬂ
= : table builder
o g . pr—— Table of =: Page break -
M, o . ’ - contents
- —— (S
o ¥
o+
oo FILLABLE FIELDS FOR
Q Start typing name or email «
Textfield A | Signature /7
Watch on (=VarTuha
= " 0% | Es 1} 2 N = n = ﬁ m Initials IN Date
Checkbox Radio @
buttons
Dropdown El Card details E
Collect files T Stamp £
XO
+
|— JDMobbin Contract [EETETH .
= +2 Invite m o H 0 : ? Needhelp
Draft « SGD 0.00 - [ All documents - Updated 1 minute ago
@1 + Document i~ Normal text  Arial 15 B 7 UA  « = === EE E I -« £ Edtng v [+ | Content X
Py BLOCKS
-
Text T- Image !
. : o ~» A =
\ Going down on a curved hill oo
atchlater  Share
a3 Video > | Table ==
- ! @ Pricing $= Quote
. W e il
. - -~ B
o ., -~ . i Table of =: Page break ¢
. . A ’ - @ contents
l‘ o~
. . ’
o+
oo FILLABLE FIELDS FOR
Q Start typing name or email «
Textfield A | Signature /7
Watch on (=VarTuha
= " 0% | Es 1} 2 N = n = ﬁ m Initials IN Date
Header Column 1| Header Column 2 Checkbox Ez:'t':ns (O]
Dropdown El Card details E
Collect files T Stamp £
xe
+
|— JDMobbin Contract [EEITETE .
= +2 Invite m o H 0 : ? Needhelp
Draft « SGD 0.00 - [ All documents - Updated less than a minute ago
[E11 <+ Document i~ Normal text Arial 15 B 7 UWA «« = = == iE E E IE e« Z Editing v [+ | Content X
Py BLOCKS
-
Text T- Image !
. : o ~» A =
\ Going down on a curved hill oo
atchlater  Share
a3 Video > | Table ==
- ! @ Pricing $= Quote
. W e il
4L ‘- - B
o ., -~ . i Table of =: Page break ¢
. . A ’ - @ contents
l‘ ——
. . ’
o+
oo FILLABLE FIELDS FOR
Q Start typing name or email «
Textfield A | Signature /7
Watch on P\lnu'l'ul-n
= " 0% | Es 1} 2. N = n E ﬁ m Initials IN Date
Header Column 1 Header Column 2 Checkbox Ez:'t':ns ®
__ Dropdown [~  Card details [
Collect files T Stamp £
XO
+
|= JDMobbin Contract [EEITETH +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 - [ All documents - Updated 1 minute ago
[E11 <+ Document i~ Normal text Arial 15 B 7 UWA «« = = == iE E E IE e« Z Editing v [+ | Content X
Py BLOCKS
-
Text T- Image !
. : o ~» A =
\ Going down on a curved hill oo
atchlater  Share
a3 Video > | Table ==
- ! @ Pricing $= Quote
. W e il
. - -~ B
e L -~ : —— Table of =: Page break -
. . A ’ - @ contents
l‘ o~
. . ’
o+
oo FILLABLE FIELDS FOR
Q Start typing name or email «
Textfield A | Signature /7
Watch on (= VarTuha
= " 0% | Es 1} 2 N = n = ﬁ m Initials IN Date
Add row below
Header Column 1 Header Column 2 (Elireeien Raclo | ®
Dropdown El Card details E
Collect files T Stamp £
xe
+
|= JDMobbin Contract [EEITETH +2 Invite m © H 0 : ? Needhelp
Draft « SGD 0.00 - [ All documents « Updated 1 minute ago
21 -+ Document /' Editing v c | Content X
Py BLOCKS
-
Text T- Image !
. : o ~» A =
\ Going down on a curved hill oo
WatchLater  Share
t ]| Video > | Table
» - @ Pricing $= Quote ﬂ
= : table builder
. ) ‘ ‘.‘ Ff
o g . pr—— Table of =: Page break -
M, o . ’ - contents
- —— (S
o ¥
o+
oo FILLABLE FIELDS FOR
Q Start typing name or email «
Textfield A | Signature /7
Watch on @3 YouTube
Initials IN Date
Table E
Checkbox Radio @
buttons
Dropdown El Card details E
Collect files T Stamp £
xe
+