To add checkboxes in PandaDoc, follow these steps:
- Navigate to the document or template where you want to add checkboxes.
- On the right-hand side, click on the content panel to expand it.
- Before placing the checkbox, assign it to the appropriate recipient.
- Click the 'Checkbox' field.
- Ensure the checkbox is placed where the recipient needs to make a selection.
- After placing all necessary fields, click 'Send'.
- By following these steps, you can effectively add and configure checkbox fields in your PandaDoc documents, enhancing the document completion process.