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How to Add Text 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 text fields.

  3. Click on the add icon to add a text field.

  4. Select 'Text' from the drop-down menu.

  5. Drag and drop the 'Text' field and type the text in the empty field.

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

  7. By following these steps, you can effectively add and configure text fields in your PandaDoc documents, ensuring accurate data entry and enhancing the document completion process.

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