How to Add Date Fields in PandaDoc



Guide

  1. Navigate to the 'Documents' tab on the left-hand panel.

  2. Navigate to the document or template where you want to add the date field.

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

  4. Before placing the date field, assign it to the appropriate recipient

  5. Select the 'Date' field.

  6. Drag and drop the 'Date' field from the Fields tab to the desired location in your document.

  7. Ensure the field is placed where the recipient needs to input or view the date.

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

  9. Choose how to send the document to the designated recipients for completion.

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