How to Create Basic Form Fields in PandaDoc

Quick summary

PandaDoc's form fields feature lets you drag and drop fillable fields directly onto any document and assign them to specific recipients for streamlined data collection. Once fields are placed and configured, you can send the document instantly so signers can complete it without friction.

Steps

1. Navigate to the Documents tab in PandaDoc.
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 the size and position of the field for better alignment.
7. Click the eye icon to review the document before sending.
8. Click Send when ready so recipients can fill out the form and your document is set up for easy data collection.