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