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How do I switch to another workspace in PandaDoc?
To switch between workspaces, select the workspace name at the top left > select another workspace from the list. Alternately, move between workspaces using shortcuts Cmd + K (on Mac) or Ctrl + K (on Windows) to activate the Jump to dialog.
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.
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.
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 do I make a field optional in PandaDoc?
Click on a field, select Properties on the floating panel, and select/unselect "Required".
How do I save a PandaDoc template to the content library?
Click the three dots above the page you would like to add to the library, here you will see the option to add the page to the Content Library. Specific blocks: To start, click on the block you wish to save, once the block is clicked a floating menu bar appears at the top. Click on the 'Add to Library' icon.
How do I assign all fields in PandaDoc?
Instead of adding fields and clicking on them one by one to assign them, start by choosing the recipient first then adding all of the fields that person needs to fill out or sign. Once a recipient is selected, any fields added to the document will automatically be assigned to them.
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.
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