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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I set conditional logic in ?
How to Set up 's Conditional Logic Overview Choose a trigger field. Rename the label of the trigger field (optional) Select which fields are to be displayed when the condition is met. Delete or edit conditions. Set up advanced conditions with formula fields.
How to create a signature in PandaDoc?
How to add a digital signature using PandaDoc. If you want to create a digital signature using PandaDoc's software, you'll start by logging into your account. You can either upload a new document or choose an existing document. Once you're ready, you can drag and drop the signature field into your document.
How to add fillable fields in PandaDoc?
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
How do I use PandaDoc for signature?
Log into the PandaDoc desktop app. Select New Documents > Upload and choose which document you want to sign. Select Content > Fields and drag a signature field to the relevant place in the document. Double-click on the signature field and follow the on-screen instructions to add a signature.
Are PandaDoc signatures legally binding?
Yes, eSignature technology from PandaDoc is legally-binding, ESIGN, and UETA compliant. We also provide an electronic certificate with every signed document, and can even password protect PDFs to verify eSignatures.
How do I send a document that needs to be signed electronically?
To request signatures: Open the PDF form in Acrobat or Acrobat Reader, and from the top tools bar, select Sign > Request e-signatures. In the dialog that appears: On the page that opens, select a recipient from the Recipients drop-down and then drag-n-drop the signature fields where required for that recipient.
How do I add variables to PandaDoc?
Using CRM variables in titles Copy a CRM variable you'd like to insert in the template title. Open a template you use to create documents from your CRM and paste the copied variable into the template title. Create a document from this template via your CRM and the variable will be auto-filled with the field value.
How do I write my signature electronically?
To create an electronic signature in Microsoft Word, click on the Insert tab, then click the Signature line option. A new pop-up tab should appear shortly where you can type in your name, title and email address. Once that's done with, hit OK and Word will insert a signature line into your document.
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