PandaDoc makes the process of collecting signatures and other information from your customers easy! Here’s how you can quickly assign fields to recipients before you send a document — so your clients know exactly what they need to fill out.
Simply start typing a recipient's name or email address in the dropdown on the right, then drag and drop any fields you need in your content block. If you don't have the recipient's record in your PandaDoc contacts, click Add recipient in the dropdown, then enter their contact information.
Note:If you’ve added fields without selecting a recipient, you’ll need to assign these fields to the recipient one by one.
To send out your documents even faster, create them from templates. This way, you can assign fields to roles the same way each time.
Fields assigned to a specific role (future recipient) will have their own color to help you to easily recognize and change the recipient of a field, whenever necessary.
To re-assign a field, click on it and change the recipient name in the floating panel.
If you’ve accidentally entered an incorrect contact and assigned multiple fields to them, this is easy to fix: Click on the Manage button in the upper-right corner, add the correct recipient, and delete the incorrect one by clicking on the Delete recipient button. A pop-up will appear that will allow you to re-assign the fields to a new person.