Date field format and options
Using the PandaDoc date field, you can set a specific date format you need, enter rules for the date, or set it up to autofill the signing date for document recipients.
Date field format
You can set a default date field format in Workspace settings so all new date fields will share the same format. This way, you won't need to set it every time!
Go to Settings > Settings, navigate down to Default date format, set the default date field format, then select Save changes. Any new field you add to a document will now follow this format.
You can also set the format for an individual date field within a document. Simply select the field properties, then the format of the date field.
Autofill with signing date
Note:Signing date is autofilled based on the recipient’s time zone and cannot be changed manually.
- Open a template, document, content library item, or form and add a date field
- Select the field, then select Properties on the floating panel
- Switch on the “Autofill with signing date” toggle, then send the document
Once your recipient opens the document, the signing date will be autofilled. (Note that the date is based on the recipient's time zone.)
If the recipient finishes signing the document on a date after they began signing it, the signing date will be automatically updated.
Warning:The signature certificate added to a completed document’s PDF contains signing dates in UTC format, so the signing date in the document may differ from the signing date in the certificate.
Set available dates
You can also limit which dates the recipient can select when they fill out the document. Select the date field properties, then navigate to the Available dates section. By default, it will show Any, but you can change this to Past dates or Future dates.
As a result, the recipient assigned to this field will be able to select a date only either in the past (a date of birth, for example) or the future — one or the other, not both.
You can also either set the date field required, or mask the field value/input. To do this, navigate to the Properties section. Go here to learn more about masking data within fields.