Some deals require collecting important information from your customers such as billing addresses, 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!
Note:For the smoothest experience, we suggest adding no more than 300 fields per document. While the maximum number of fields on a document is 900, performance and stability may become compromised if a document contains over 300 fields.
- Working with fields
- Types of fields
Working with fields
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
Assign a field to a recipient
First, select a recipient who needs to sign the document or fill or fill out some fields, then click on the field. A recipient will become a signer once a field is assigned to them.
On a template, form, or content library item you can assign fields to the roles, on the document level - to the recipients.
Learn more here.
Note:You won’t be able to send the document until you assign all fields.
Make a field required
If "Required" is unchecked in field properties, the recipient can complete the document without filling out the field. And vice versa, if the "Required" option is checked, the client will be unable to finalize the document without filling it out.
Signature field is set to "Required" by default but you can easily uncheck this option in field properties. We recommend keeping it required - your client won’t be able to complete the document without putting their signature in.
Click on a field, select Properties on the floating panel, and select/unselect "Required".
Allow multiple lines in a text field
A text field 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 a field
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 date field format
Learn more about all date field options here.
You can set a default data field format in workspace settings so that all new date fields have the same format.
Go to Settings > Settings, scroll down to Default date field format, select the format you need, and click Save changes. All new fields you add to your templates/documents will have this format.
Duplicate a field
To copy a field, click on a field and select the Duplicate icon.
The duplicated field will be assigned to the same recipient/role and have the same size as the original one.
Resize a field
Drag your field by the dots at the corners to resize it. Once you resize a field, the next field you add will be of the same size.
If you are on a Business or Enterprise plan, you will see an option to set up a Conditional rule. Click here to learn more about this feature.
Select and move multiple fields
You can easily select multiple fields in your template, document, contact library item, or form to delete, assign, or move them. To select multiple fields:
- Press Command (on Mac) or Shift (on Windows) on your keyboard
- Select several fields (once you do, they'll become framed in blue)
To reassign selected fields to another recipient, select the recipient's name (you'll see a role name if you're using a template, content library item, or form) on the floating panel, then assign a new recipient to these fields.
Press Delete on your keyboard or select the Trash bin on the floating panel to delete the fields.
To move multiple fields at once, simply select and drag them to the desired place.
Note:As we’re gradually releasing this feature to our customers, you might not see it within your account right away.
Note:You can link only Text, Date, Checkbox, Dropdown, and Stamp fields.
Linked fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then select Copy and link field in Properties on the right panel. The copied field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like.
Note:Changing a field ID within a copied field will unlink it.
Alternately, you can link fields by copy-pasting or entering a field ID value from one field to another.
Note:You can link only the same field types.
You can use linked fields arrows within field properties to quickly jump between them.
Types of fields
Text fields can help you to collect recipients' names, email addresses, telephone numbers, and other information you may need.
In addition, there is an option to use text field validation in case you need to make sure that your recipients add info in the correct format.
Click here to find out more.
The signature field is used to collect recipients’ signatures. When there is a signature field on a document, a signature certificate will be added to the PDF copy once all recipients complete the document.
You can choose available signature types for your recipients in Settings > Settings.
The initials field includes the first letters of the first and last name of the signer. A signature certificate won't be generated after document completion if there is no signature field.
You can choose available initials types for your recipients in Settings > Settings.
Follow this guide if you need to quickly add Initials field on every page in your template/document.
The date field allows you to collect different dates such as signing date, birth date, etc.
You can set up the date format in workspace settings. Once you select new format and save changes, all new fields you add in your templates/documents will have this format.
Additionally, you can select available dates and date format for your recipients in field properties. By default, Any dates are selected.
You can add multiple checkbox fields to allow your recipients to choose several options out of many.
The radio buttons field allows a recipient to choose one option from the list.
Under Properties you can also hide or show values by toggling Show values.
You can use the Dropdown field as an alternative to radio buttons. The recipient can choose one option from the dropdown menu.
The card details field allows securely saving customers' card details so you can charge them later or set up recurring payments. This field works only with Stripe integration.
The collect files field allows your recipients to upload files to your document.
Note:Any user in the account with permission to access documents except Collaborators can view uploaded files.
This function supports the following file types: .jpg, .png, .gif, .mp4, zip, .docx, .pdf, .xlsx, .csv, .pptx. The maximum file size is 50MB. Learn more here.
The stamp field is also available for PandaDoc Notary and helps to notarize your documents.