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Build fillable documents
Add fillable fields to your PDFs and share your forms with ease to collect accurate data.
Save reusable templates
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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 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 you 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 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.
What is the difference between a document and a template in PandaDoc?
A PandaDoc Document is a single-use document that you create and send via PandaDoc out to to specific people. We use the word "document" in contrast to templates, content library items, and forms. A PandaDoc template is a master copy of your key document (your typical Proposal, Agreement, Contract, etc.)
How do I add a payment on PandaDoc?
Start by opening your document, template, or form, then follow these steps: Go to Extensions on the right panel, then click on Payment to add it. Assign a payer. Change currency, if applicable. (Optional) Select a due date. Choose Pricing table as a source.
How do I add columns in PandaDoc?
Arrange blocks into columns To place content blocks in columns, hover over a block until you see a white box on the left side of the block. Click this white box, then drag and drop it next to another block.
How do I download a document from PandaDoc?
Bulk downloading documents Select all of the documents you'd like to download. Then click on the Download button at the top right. You will see a notification that the download has started and once it's processed, you will receive a notification email from PandaDoc that includes a . The link to the .
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