How to Add Checkboxes in PandaDoc



Guide

  1. Navigate to the document or template where you want to add checkboxes.

  2. On the right-hand side, click on the content panel to expand it.

  3. Before placing the checkbox, assign it to the appropriate recipient.

  4. Click the 'Checkbox' field.

  5. Ensure the checkbox is placed where the recipient needs to make a selection.

  6. After placing all necessary fields, click 'Send'.

  7. By following these steps, you can effectively add and configure checkbox fields in your PandaDoc documents, enhancing the document completion process.

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