Note:This feature is in beta. We will announce when we officially launch this feature.
Availability: Business*, Enterprise*
* Please contact your account manager or our Support team for details on custom pricing.
In this article, we’ll discuss what goes into creating a form, including assigning roles and building the form itself.
Before you create a form, make sure this functionality is turned on in the Add-on store. Please note, only the account owner can enable add-ons in the Add-on store.
To enable the Forms add-on, first make sure you’re logged in to your PandaDoc account. Then, follow this link https://app.pandadoc.com/a/#/addon-store/eforms and click Add to PandaDoc in the pop-up. That’s all it takes!
If you’d like to make Forms available in multiple workspaces, start by going to Settings. Once there, you can enable the add-on in any workspace by checking the box next to each workspace name, then by clicking Save changes.
Refresh the page and you should be able to see the Forms section on the left-hand panel.
Start your form
First, navigate to the Forms section along the left panel; then, click the green Create form button near the top-right corner of the screen. You may now select a template from your existing templates. If you’d like to create a form from scratch, you'll need to either create a template or upload your file as a template. Once you've done this, you can then create a form from this template.
Add recipients/roles to your form
The very first thing to do once you open your new form is specify the primary recipient and (if necessary) secondary recipient.
- A primary recipient is the person who must initiate the signing process. A form can have only one primary recipient. You must include the primary recipient role on your form.
- A secondary recipient is a co-signer of the form. They do not initiate the signing process and are usually appointed by the primary recipient. The secondary recipient is an optional role.
For example, let’s say you’ve created a form for time-off requests. The primary recipient here will be the employee who requests time off, while the secondary recipient will be the manager who needs to countersign the request so it can be processed by a human resources (HR) representative. The primary recipient (employee) will enter the name and email address of the secondary recipient (manager) before signing the form to ensure that the manager receives the form for signature.
If the template from which you created the form contains roles, they will be imported into your form. The first role listed in the template will become the primary recipient in the form.
Note:Role names will be displayed to anyone who fills out your form.
Follow this link to learn how to create an employee timesheet using Forms.
If you have multiple secondary recipients, you can set a signing order for them. This feature ensures that once the form is signed by the primary recipient, it will be sent to the first secondary recipient in the signing order list. And once this person signs, the form will be sent to the next recipient in line.
Let’s go back to our example using time-off requests. The HR representative should only receive the form once it’s been signed by both the employee and the employee’s manager. In this case, you’ve set the employee as the primary recipient, while the manager and HR representative are secondary recipients.
You can then turn on the signing order to ensure the manager role is listed first. When the employee fills out the form and signs it, the document will be sent to the manager. Once the manager signs the document, only then will it be sent to the HR representative.
Pre-assign a person to a role
If a specific person needs to sign all documents generated from your form, you can pre-assign them to a specific form role. Simply click on the role name and enter the email address of the signer under Pre-assign a person.
You cannot pre-assign someone to the primary recipient role.
Here’s a helpful example that, again, uses time-off requests. It’s likely that the same HR representative would process all time-off requests, so you can pre-assign this person to the HR role. When the employee fills out the time-off request form, they only need to specify their manager. The HR person will automatically receive the form because they’ve been pre-assigned to a specific role.
Use role variables to add a signer’s contact information
Role variables are an easy way to automatically populate a signer’s contact information on your form. A role variable will always include the role name at the start, and it will be listed under the role in the variables section.
Custom variables cannot be used on forms.
Click on a variable to copy and add it to your form. To add a variable on a piece of uploaded content, first add a text block, then the variable.
When the signer opens the form, they’ll enter their required contact information — which will then automatically be filled out in the variables on the form.
Build your form
When you create a form from an existing template, the template content is conveniently imported into your new form. Better yet, you can further customize your form by adding content blocks and fields, as you normally do with templates.
You can also set an interactive pricing table, as you can in your regular documents and templates.
You can also add content from your Content library. But you cannot save form's pages and content blocks to your Content library.
And finally, you can even modify the design of your form.
Publish/unpublish your form
Once you’re ready to collect signatures with your new form, click Get code. You can then either copy the code to add the form to your website, or get a direct link to the form.
Next, once you’re ready to accept signatures through your form, click Publish. This will make the form available for others to fill out. If you add the form to your website without publishing it, others will be unable to fill it out.
To make edits to your form, you’ll need to first unpublish it. When a form is disabled/ unpublished, this is what your customer will see (provided you haven’t removed the code from your website).
Once you’ve finished editing it, simply click Publish. No need to generate a new code — it will remain the same.
View and manage your forms
You can view your forms by going to the Forms section of the application.
There are three levels of status your forms can be in: Draft, Active, Disabled.
Draft: The form has been created, but is yet to be published.
Active: The form has been created and published. (Note that this doesn’t mean it’s been added to your website — but it can be filled out.)
Disabled: The form has been unpublished and can no longer be filled out.
To delete, duplicate, rename, or download a PDF of a form, click on the vertical ellipses to the right of the form name, then select an action from the dropdown menu.
You can also delete or duplicate multiple forms at once. Simply check as many boxes as you wish to the left of any form name, then select an action in the upper-right corner.
Our next article looks more closely at publishing and editing forms. Read on if you’d like to learn more!