How to Create Basic Form Fields in PandaDoc

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to create basic form fields in PandaDoc.

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Creating basic form fields in PandaDoc allows recipients to input information such as names, emails, dates, and signatures. Here’s how to do it:

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Navigate to the 'Documents' tab.
Open the document where you want to add form fields.
On the right-hand side, access the fields panel.
Click and drag the required fields onto your document.
Assign the field to a specific recipient.
Adjust size and position for better alignment.
Click the eye icon to review the document.
Click 'Send' when ready for recipients to fill out the form. Now your document is ready for easy data collection.

📌 Why this matters

Adding form fields transforms static documents into interactive data collection tools, eliminating the back-and-forth of email requests and manual data entry. You'll capture information in a structured format that integrates directly with your workflow, reducing errors from illegible handwriting or misplaced responses.

Beyond simple convenience, this creates a professional experience that builds trust with clients and partners. When recipients can complete everything in one seamless interaction rather than printing, scanning, or juggling multiple platforms, you're more likely to get faster responses and higher completion rates.

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