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.

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 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 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!

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.

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 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 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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