Focus: The focus of this self-help article is to provide steps and information to how to add contacts to your PandaDoc account.
Multiple ways to add: At this time, you can add contacts manually into your account, or import them through one of our integration’s. Please click here for all of PandaDoc’s Integrations.
Step 1: Contacts On the Left, click on the “Contacts” icon, then click on “New Contact”
Step 2: Enter in all fields for the contact record. The only required field is the “Email Address”.
Step 3: Sending documents. Once you have added the contact, now you are ready to assign this contact to documents and send it out to them.