PandaDoc

Understand what credit card collection is and isn't allowed in PandaDoc, how to identify and remove non-compliant data, and how to switch to a compliant setup using PandaDoc Payments.

PCI compliance and credit card collection in PandaDoc

Inline fields in PandaDoc

Learn how to collect customer information like names, addresses, and dates using fillable fields in PandaDoc.

Fields (new experience)

Fields (classic experience)

The Collect files field allows your recipients to easily upload files in your document.

Collect files field

Radio buttons allow your document’s recipients to select only one predefined option from the list you provide.

Radio buttons

PandaDoc simplifies signatures by letting you quickly assign fields to recipients. Drag, drop, and assign fields.

Assigning fields to recipients

Upload a PDF with form fields to PandaDoc, convert them to PandaDoc fields. Auto-placed fields are 'not required' by default.

Auto-place PDF form fields

Conditional fields let customers see only the relevant fields they need to fill out, based on rules you define.

Conditional fields (new experience)

Conditional fields (classic experience)

Field auto-placement

PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded.

Field tags recognition

Learn how to securely collect credit card information in PandaDoc using the Card Details field (new editor) or Billing Details field (classic editor), and what to do if you've already…

How to safely collect credit card details

Text field validation feature will help you make sure your recipients’ input information in fields always appears in the correct format.

Text field validation (new experience)

Text field validation (classic experience)

Fields

Create a custom design with text, images, and links

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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