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How do I add variables in 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 assign all fields in PandaDoc?
Instead of adding fields and clicking on them one by one to assign them, start by choosing the recipient first then adding all of the fields that person needs to fill out or sign. Once a recipient is selected, any fields added to the document will automatically be assigned to them.
How do I add page numbers to PandaDoc?
To do this click on Design >Customize Theme > and then click Header & Footer. From here you can change all font colors at one time for both the Header and Footer, the background color of the section, turn on Page Numbering for the PDF or printed version of the document, and more.
How do I switch to another workspace in PandaDoc?
To switch between workspaces, select the workspace name at the top left > select another workspace from the list. Alternately, move between workspaces using shortcuts Cmd + K (on Mac) or Ctrl + K (on Windows) to activate the Jump to dialog.
How do you assign fields in PandaDoc?
Assign a field to a recipient First, select a recipient who needs to sign the document or fill or fill out some fields, then click on the field. A recipient will become a signer once a field is assigned to them.
How to assign roles in PandaDoc?
Change account owner's role Go to Settings > Billing. Select Admin panel at the top left corner > Users. Next, select the account owner. On the right, select the workspace where you'd like to modify the account role. Select the role you need and hit Save.
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.
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