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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I add tags in PandaDoc?
Tag Hover over the document/template and click on the ellipses on the far right. Select Add tags. Choose a tag from the list or create a new one. Press Save.
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 are the signature options in PandaDoc?
Signature and initials options There are three available options for signature: Draw, Type, and Upload image. Meanwhile, Initials field only has two options: Draw and Type. Go to Settings > Workspace defaults and check/uncheck the options you need. Select Save Changes once done.
Is PandaDoc no longer free?
Outside of its free eSignature plan, PandaDoc pricing plans range from $19 to more than $49 per user per month when billed annually. When billed monthly, PandaDoc costs can range from $29 to $59 per user per month.
How do I add a checkbox in PandaDoc?
Log into your PandaDoc account. Open your document or create a new document by clicking the green Create button on the top right. 2. Add checkboxes anywhere by clicking and dragging the checkbox icon, located under the Fields heading in the right pane.
How do I add a date field in PandaDoc?
Note: Open a template, document, content library item, or form and add a date field. Select the field, then select Properties on the floating panel. Select Signing date from the “Autofill with" dropdown, then send the document.
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 make a field optional in PandaDoc?
Click on a field, select Properties on the floating panel, and select/unselect "Required".
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