Note: You can auto-place fields within .pdf, .docx, .png, and .jpg files.
Availability: All plans
Note: This article describes the previous experience. PandaDoc is replacing it with Field Suggestions, which lets you review each suggested field before adding it. If you don't see the Place fields button after uploading a file, your account already has Field Suggestions.
With field auto-placement, you can easily upload your files and let our AI model suggest an optimal placement for fields.
Note: You can auto-place text, date, initials, signature, and checkboxes fields.
How it works
Warning: Field auto-placement does not work for Forms. Please consider creating a template first, and then use it to create a form.
Start by uploading your file as a template or document.
Once your file has uploaded, our AI model will analyze its content and structure. Select Place fields at the bottom of the page to automatically position fields in appropriate locations within the document.
Select Assign all to quickly assign fields to a recipient.
Review field placements and make any necessary adjustments.
Once you’re satisfied with the suggested field placements, send your document.
Note: It's important to review the auto-placed fields and ensure they align correctly with the content and structure of your document. While the AI model strives for accuracy, manual adjustments may be necessary to match your specific needs.