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Q: How to add page numbers in PandaDoc?

To do this click on Design &gt;Customize Theme &gt; and then click Header &amp; Footer. From here you can change all font colors at one time for both the Header and Footer, the background color of the section, turn on Page Numbering for the PDF or printed version of the document, and more.

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The Product concept is very nice the use of tools are simple. Things that I don't like are is that you are required to select Continue in Browser when click the Hyper Link, this for me is an unwanted and in needed step. The App I wish would allow you to search your fillable files, without the Link/Code or QR code you cannot use it. Would be more willing to use the App if this was a feature.

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How do I change the currency of a pricing table in PandaDoc?

Set pricing table currency. Navigate to pricing table properties, click on Settings, and select table currency. If you are using Document value, make sure the currency in Document value settings matches the pricing table currency.

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.

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 assign fields in PandaDoc?

Assign a field to a recipient First, select a recipient who needs to sign the document or fill or fill out some fields, then click on the field. A recipient will become a signer once a field is assigned to them.

How to add page numbers in PandaDoc?

To do this click on Design >Customize Theme > and then click Header & Footer. From here you can change all font colors at one time for both the Header and Footer, the background color of the section, turn on Page Numbering for the PDF or printed version of the document, and more.

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 add variables to 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.