How do I add a PDF to PandaDoc?

To upload a PDF with form fields, click on Create new button, select Document, then click on Local file in the pop-up window on the left or simply drag & drop a PDF from your device. Upload your PDF file. Once it's uploaded, you have the option to Place 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.

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 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 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 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 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 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.

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Last updated on Dec 29, 2025

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pdfFiller scores top ratings on review platforms

I am enjoying the service. It is user friendly from a design point of view. I don't have feedback from the recipient experience however I will rate that component once I receive the feedback.

Montiqua

very difficult to use -and the system does not total the # on each page like turbo tax does -not user friendly -hard to go back to add forms -that you did not originally prepare

cecil r

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I like how easy it is to take a PDF and be able to type what I need to, change colors and fonts
What do you dislike?
I wish that the erase tool would be able to go in different directions, not just left and right but to be able to use it more freely to erase easier.
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benefit in using this for my business is keeping documents clean and not having to print them out hand write on them scan them back in and email it, I can do it all in PDFfiller and keeps my documents clean, and is a lot easier.

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Top Notch product and team PDFfiller is a great service! Easy to use and my project was complete in no time at all. Customer service is fast and really helpful. I created a billing error and the team fixed it immediately. Their communication was also swift and friendly!

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I am using this very seldom and did not… I am using this very seldom and did not remember how to type onto a form and she showed me but i was clumsy and so she patiently and slowly did it again. She was very patient

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AWESOME SUPPORT AWESOME SUPPORT! - These Guys are super fast with their support. The possibility to chat with real guys and not a chatbot is perfect!

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