How to Add Basic Recipient Fields in PandaDoc
- George Apostolov
How to Add Basic Recipient Fields in PandaDoc: step-by-step guide
Open the document where you want to add recipient fields.
In the document editor, look for the 'Fields' panel on the right-hand side.
Ensure you have at least one recipient added to your document.
Before placing the initial field, assign it to the appropriate recipient.
From the 'Fields' panel, drag and drop the required fields onto the document.
Each recipient should have their designated fields.
Click 'Send' when your document is ready for signature.
Quick answer: To add basic recipient fields in PandaDoc, open your document, ensure a recipient is added, and select the 'Fields' panel on the right. Assign fields to the correct recipient before dragging and dropping them onto the document. Finally, click 'Send' when ready.
About this PandaDoc tutorial
Place and assign recipient fields easily in PandaDoc by dragging elements from the right-hand panel and sending the document. This guide shows how to add Basic Recipient Fields in PandaDoc in 7 steps, starting with "Open the document where you want to add recipient fields" and finishing with "Click 'Send' when your document is ready for signature". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add Basic Recipient Fields in PandaDoc?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Add Checkboxes in PandaDoc, How to Add Date Fields in PandaDoc and How to Add Initial Fields in PandaDoc. Last reviewed 05 Oct 2026.
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