How to Add Text Fields in PandaDoc
To add text fields in PandaDoc, follow these steps:
- Navigate to the 'Documents' tab on the left-hand panel.
- Navigate to the document or template where you want to add text fields.
- Click on the add icon to add a text field.
- Select 'Text' from the drop-down menu.
- Drag and drop the 'Text' field and type the text in the empty field.
- After placing all necessary fields, click 'Send'.
- By following these steps, you can effectively add and configure text fields in your PandaDoc documents, ensuring accurate data entry and enhancing the document completion process.
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