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How do I rename a document in PandaDoc?
If you need to rename a sent document, you can do so by choosing the Rename option from the dropdown menu. You can copy, move and delete multiple documents/templates at once. Check all the documents you'd like to manage, at the top right choose an action.
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 to create a custom variable in PandaDoc?
Custom variables To add a custom variable open the square opening bracket, type the name of your variable, and click Enter.
How to create variables in PandaDoc?
To create your own variables open your Template > drag&drop a Content Block > type a custom name of the variable in square brackets (e.g. [Client. Address]). Want to learn more about working with fields? Come check out our Creating & Using Variables course on the PandaDoc Learning Academy!
What is a custom variable?
A custom variable is a word or phrase that is recognizable entirely from the format of the word or phrase.
How to edit a PDF in PandaDoc?
PDF itself is not editable, but the PandaDoc product team came up with an option to add information on top of the PDF. You can put not only fields on top of the PDF to collect information from your customers, but also blocks. Any block can be laid on top of the original PDF: image, text, and even videos.
How do you set document value in PandaDoc?
Access Document value settings Open your template/document, at the top click the $ icon to open the Document value settings. Here you will have options for: Currency. Source: Custom amount or Pricing Table/Quote builder.
How do I assign a field in PandaDoc?
To reassign selected fields to another recipient, select the recipient's name (you'll see a role name if you're using a template, content library item, or form) on the floating panel, then assign a new recipient to these fields.
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