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1. Head to your PandaDoc dashboard
2. Head to your documents
3. Upload your files
4. Or start with a template
5. Click on Add Items
6. Add recipients
7. Click on Continue
8. Drag the code builder to the screen
9. Set the code
10. Add products, prices, and quantities
11. Hit Save
12. You can also edit the code
13. Share the code via email or link
14. And that's it!