Some deals require to collect important information from your customers such as billing address, dates and names. You don’t have to chase them down in emails or document comments, you can use fields.
Your customers will fill out fields right before they sign your document. You will have all the required information in one place - in your document!
First, select who needs to sign or fill out some fields on the document, next drag and drop fields - they will be assigned to the signer automatically.
you won’t be able to send the document until you assign all fields.
Make fields required
If you set the field to Not required, the recipient can complete the document without filling out the field. And vice versa, if you set the field to Required, the client will have to fill out the field before signing the document.
Signature field is set to required by default but you can turn it off. We recommend keeping it required - your client won’t be able to complete the document without putting their signature in.
Click on a field, click the “Properties” icon and on the right-hand panel toggle “Required” on or off.
Allow multiple lines
A textfield is multiline by default. You can switch off this setting in field properties. Make sure to adjust the field width and leave enough space for the multiline text before you send the document. The multiline field will automatically expand to the bottom of the page as the recipient enters more text.
If the field is not set to multiline text, it will expand to the right margin of the page automatically.
Mask data in fields
You can mask field data in a textfield, date and dropdown in case your recipients will be providing sensitive information.
Anybody inside your PandaDoc account who has access to the document will be able to view masked field data. Anybody on the recipients list who is NOT assigned to this field, won’t be able to view masked field data. A PDF won’t show masked field data regardless of who downloads it.
Set a default format for data fields
Learn more about all date field options here.
You can set a default data field format in workspace settings so that all new data fields have the same format and you don't need to set it every time.
Go to Settings > Settings, scroll down to Default date field format and set it here. Click Save changes. All new fields that you add on documents will have this format.