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 use PandaDoc for signature?

Log into the PandaDoc desktop app. Select New Documents > Upload and choose which document you want to sign. Select Content > Fields and drag a signature field to the relevant place in the document. Double-click on the signature field and follow the on-screen instructions to add a signature.

What is conditional logic in ?

Conditional logic allows you to create rules, or conditions, that change which fields appear on a document based on input from a signer. For example, you could use conditional logic to set up your form so that if a signer checks a checkbox, a dropdown field will appear.

What is meant by conditional logic?

In essence, conditional logic refers to executing different actions in a program or process based on whether certain conditions are met. It's like the brain's decision-making process: if 'this' happens, do 'that. ' Programming languages represent conditional logic with 'if,' 'else,' and 'switch' statements.

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 a conditional logic rule in ?

Select the field on your document (checkbox, radio button, drop down, or text) that will act as the trigger field to determine if additional fields are presented to the recipient. In the properties panel, expand the Conditional Fields section and click Create Rule.

What is a conditional recipient in ?

You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).

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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