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!
Simply drag and drop a field on to your document. Then assign this field to a customer to prompt them to fill it out.
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. To allow for more lines, resize it! You can switch off this setting in field properties.
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.