How to Add Checkboxes in PandaDoc

Quick summary

Adding a checkbox field in PandaDoc lets you assign interactive selection options to specific recipients directly within your document or template. Once placed, checkboxes streamline the document completion process by guiding signers to the exact fields that require their input.

Steps

1. Navigate to the document or template where you want to add checkboxes.
2. On the right-hand side, click on the content panel to expand it.
3. Before placing the checkbox, assign it to the appropriate recipient.
4. Click the Checkbox field to select it.
5. Ensure the checkbox is placed where the recipient needs to make a selection.
6. After placing all necessary fields, click Send.
7. Your checkbox fields are now configured, enhancing the document completion process for all recipients.