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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 a signature field in PandaDoc?
Log in to your PandaDoc account. Upload a new PDF by selecting New Document > Upload or select an existing file from the Documents tab on the right of the screen. Open the Content > Fields tab. Drag the Signature field to the relevant place in the PDF.
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 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 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 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.
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.
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