How to Create Basic Form Fields in PandaDoc
- George Apostolov
How to Create Basic Form Fields in PandaDoc: step-by-step guide
Navigate to the 'Documents' tab.
Open the document where you want to add form fields.
On the right-hand side, access the fields panel.
Click and drag the required fields onto your document.
Assign the field to a specific recipient.
Adjust size and position for better alignment.
Click the eye icon to review the document.
Click 'Send' when ready for recipients to fill out the form. Now your document is ready for easy data collection
Quick answer: To create basic form fields in PandaDoc, navigate to the Documents tab, open your document, and access the fields panel on the right. Drag required fields onto the document, assign them to a recipient, and adjust their size and position. Review using the eye icon, then click Send to enable data collection.
About this PandaDoc tutorial
Streamline data collection in PandaDoc by adding, positioning, and assigning custom form fields before sending your document to recipients. This guide shows how to create Basic Form Fields in PandaDoc in 8 steps, starting with "Navigate to the 'Documents' tab" and finishing with "Click 'Send' when ready for recipients to fill out the form. Now your document is ready...". 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 create Basic Form Fields in PandaDoc?
8 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 Create Document Folders in PandaDoc, How to Create Your First Document in PandaDoc and How to Delete Documents in PandaDoc. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
