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Q: How do I add a signature on PandaDoc?

Open the Content &gt; Fieldstab. Drag the Signature field to the relevant place in the PDF. Double-click on your new field and follow the on-screen prompts to sign the PDF with your digital signature.

Q: How to assign roles in PandaDoc?

Change account owner's role Go to Settings &gt; Billing. Select Admin panel at the top left corner &gt; Users. Next, select the account owner. On the right, select the workspace where you'd like to modify the account role. Select the role you need and hit Save.

Q: How do I create a variable in PandaDoc?

To create your own variables open your Template &gt; drag&amp;drop a Content Block &gt; 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 &amp; Using Variables course on the PandaDoc Learning Academy!

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How do I add a signature on PandaDoc?

Open the Content > Fieldstab. Drag the Signature field to the relevant place in the PDF. Double-click on your new field and follow the on-screen prompts to sign the PDF with your digital signature.

How to assign roles in PandaDoc?

Change account owner's role Go to Settings > Billing. Select Admin panel at the top left corner > Users. Next, select the account owner. On the right, select the workspace where you'd like to modify the account role. Select the role you need and hit Save.

How to make fields required in PandaDoc?

Make a field required We recommend keeping it required - your client won't be able to complete the document without putting their signature in. Click on a field, select Properties on the floating panel, and select/unselect "Required".

How do I set a signing order in PandaDoc?

Under the Roles section, go to the Signing Order section. Switch on the toggle to set the signing order. You can switch it off while editing a document.

How do I add columns in PandaDoc?

Arrange blocks into columns To place content blocks in columns, hover over a block until you see a white box on the left side of the block. Click this white box, then drag and drop it next to another block.

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 create a variable 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!