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Add Conditional Fields to Document for E-signature like in PandaDoc

Add Conditional Fields to Document for E-signature just like in PandaDoc

DocHub is an excellent alternative to PandaDoc, offering a broad set of PDF editing tools and a straightforward interface. Get the most out of this robust solution for online document management at the most attractive prices.

Aug 6th, 2022

forms filled out

forms signed

forms sent

01. Upload a document from your computer or cloud storage.

02. Add text, images, drawings, shapes, and more.

03. Sign your document online in a few clicks.

04. Send, export, fax, download, or print out your document.

See why DocHub is a great alternative to Add Conditional Fields to Document for E-signature in PandaDoc

There are numerous alternatives to the most popular tools for online document management that are worth trying. Do you still Add Conditional Fields to Document for E-signature utilizing PandaDoc? Try DocHub, a reliable online editor trusted by millions of users. Its comprehensive capabilities and intuitive interface will help you make all the necessary modifications to your paperwork, at any moment and and from anywhere. Make the necessary updates in DocHub safely and easily, just the way you normally would Add Conditional Fields to Document for E-signature in PandaDoc, but at a better cost.

Adhere to the step-by-step guide below to get started

Drag and drop your file or import it from your device, the cloud, or via a secure URL.
Use the toolbar to update the form as you would Add Conditional Fields to Document for E-signature with PandaDoc.
Open the Manage Fields toolbar with the second key on the right to insert new fillable fields.
Change the content by adding new text, checkmarks, and other symbols.
Strike out or erase any redundant or pointless information.
Add visual content to your template from your device using the Image button.
Include comments for others about the modifications you’ve made, if needed.
Sign the form by inserting an image of your signature, drawing it, typing it, or via a QR code on your smartphone.
Put a date stamp and request electronic signatures from all the parties within minutes.
Save, print, or share your adjusted form as soon as you’ve completed editing it.

Our editor will prove beneficial to you, particularly when you need to edit files from your Google apps. Start utilizing DocHub and enjoy the ‘Add Conditional Fields to Document for E-signature’ feature that PandaDoc has and much more. Try it now to facilitate your work, and save time and money!

PDF editing simplified with DocHub

Seamless PDF editing

Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.

Smooth teamwork

Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.

Automatic saving

Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.

Google integrations

DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.

Powerful PDF tools on your mobile device

Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.

Secure document sharing and storage

Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.

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How to Add Conditional Fields to Document for E-signature like in PandaDoc

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In this tutorial, we will show you how easy it is to send a document for each signature using docHub. To get started, log in to your account and click on the new document button. Upload a file from your local computer, Dropbox, Google Drive, or a saved template. In the example, Alex sends an NDA from his Google Drive to Vic. Connect your docHub account to Google Drive, find the document, and upload it. Add recipients by entering their email, first name, and last name. Add necessary fields to the document, such as text boxes for information. Alex assigns text fields to Vic for filling out, as well as date and signature fields.

Got questions?

Here are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I create a fillable form in PandaDoc?

Simply create a PandaDoc account, start a free trial, upload the PDF you wish to convert into a form, and add fillable text fields, and electronic signature placeholders as needed. It's that easy!

How do I create a conditional field in ?

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

What is smart content in PandaDoc?

PandaDoc Smart Content offers you a smarter way of doing business. Smart Content empowers your team to create consistency across dynamic documents without sacrificing customization while saving you from hours of administrative work.

How do I assign all fields in PandaDoc?

Instead of adding fields and clicking on them one by one to assign them, start by choosing the recipient first then adding all of the fields that person needs to fill out or sign. Once a recipient is selected, any fields added to the document will automatically be assigned to them.

What is a conditional recipient in ?

You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).

How do I add a fillable field in PandaDoc?

Here's how you do it: Open PandaDoc and click on see the Forms section on the left-hand panel. Click “Create Form”, select the file you want to fill in or upload it. Add new form fields as desired. Click “Publish” to save your fillable PDF form. Click “Get code” to generate a web link to the form.

How do I edit a table of contents in PandaDoc?

You can customize the table of contents block as any text or table block in your template or document. Start by selecting the block, then select Properties on the floating panel, then go to Design on the right....Here you'll be able to customize: Row colors. Title typography. Subtitle typography.

How do I edit PandaDoc?

Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document. Make changes to the document that you need and once ready, send it out again.

How do you use conditional fields?

Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.

How do I assign a field in PandaDoc?

Simply start typing a recipient's name or email address in the dropdown on the right, then drag and drop any fields you need in your content block. If you don't have the recipient's record in your PandaDoc contacts, click Add recipient in the dropdown, then enter their contact information.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.

"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."

Pam Driscoll F
Teacher

A Valuable Document Signer for Small Businesses.

"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."

Jiovany A
Small-Business

I can create refillable copies for the templates that I select and then I can publish those.

"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."