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Inline fields in PandaDoc

Updated today

Availability: All plans

Inline fields allow you to place fillable fields directly inside your text content. Unlike traditional fields that sit "on top" of the page, inline fields behave like text – they move naturally as your content changes, making them the perfect choice for dynamic documents.

What are inline fields?

Inline fields are fillable elements that live inside a text block. They are similar to variables in placement, but with one key difference: Fields allow you to collect information from your customers, whereas variables simply display pre-set data.

Unlike legacy fields (which are positioned on top of the page with fixed coordinates), inline fields:

  • Move with surrounding text as it changes

  • Stay aligned when variables change length

  • Are easier to add and edit in dynamic documents

Depending on your document layout, you may choose to use one or both types:

Inline fields

Absolute fields

Placement

Flows within the text

Fixed coordinates on the page

Best for

Dynamic documents (contracts, letters)

Static layouts (PDF overlays, forms)

Creation

Type “[“ (left bracket)

Drag-and-drop from sidebar

Reflow

Moves automatically with text changes

Can become misaligned if text moves

Limitations

  • Currently you can use inline fields in text blocks only. You can insert inline fields directly into text blocks in documents, templates, and content library items.

  • Support for typing inline fields into table cells is coming soon.

  • Drag-and-drop inline fields are not available yet – use the [ to insert them.

  • At the moment, you can insert these fields inline – Signature, Initials, Text, Date, Checkbox, Dropdown.

How to insert an inline field

  1. Click into a text block where you want the field to appear.

  2. Type a left bracket [ on your keyboard.

  3. Select the desired field type from the dropdown menu.

  4. Continue typing – the field will automatically shift to maintain its position relative to your words.

Alternatively, you can add Inline fields by clicking into a text block where you want the field to appear and selecting Insert > Fillable fields and choosing Signature, Initials, Text, Date, Checkbox, or Dropdown from the list.

Tip: If you copy or cut an entire text block, any inline fields inside it will move along with the block, preserving your layout and field settings!

Inline fields behave like text: you can place them mid-sentence, at the end of a paragraph, or next to variables.

Customizing fields

Resizing

Click the field and drag the handle on the right side to adjust its length.

Font and appearance

By default, inline fields automatically inherit the font and styling of your document's design theme.

You can override default settings by clicking a field to open the floating menu. Adjust the Font size (e.g., to 16px) to ensure the field matches the surrounding text perfectly.

Use the Text color setting in the properties panel to change the color of the data entered by the recipient, helping it stand out or align with your branding.

Field properties and logic

  • Assigning recipients: Use the "Assign to" floating menu to quickly select which signer is responsible for the field.

  • Required vs. optional: Select the Required checkbox in the properties panel to prevent a document from being finalized until the field is filled.

  • Data protection: Enable Mask field value if the field will contain sensitive information. This hides the data from anyone not assigned to the field and from the final PDF.

  • Multi-line support: For text fields, you can enable Multiline text to allow recipients to enter longer responses that wrap within the field.

Efficiency tools

  • Duplicate and link:

    • Duplicate: Quickly create an identical field with the same settings.

    • Copy and link: Use the Field ID or the Copy and link field button to connect multiple fields. When a recipient fills one, the data automatically populates all linked fields.

  • Merge fields: You can now enter a Merge field name in the properties panel to map data from your CRM or external integrations directly into the inline field.

  • Floating Toolbar Actions: clicking or selecting a field provides quick access to Copy (⌘+C), Cut (⌘+X), and Delete actions for faster editing.

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