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Add Conditional Fields to Document for Signature like in PandaDoc

Add Conditional Fields to Document for 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

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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 Signature in PandaDoc

There are a lot of alternatives to the most popular tools for online document management that are worth trying. Do you still Add Conditional Fields to Document for Signature with PandaDoc? Get started with DocHub, a reliable online editor trusted by millions of users. Its powerful functionality and straightforward interface will help you make all the necessary adjustments to your paperwork, at any time and and from anywhere. Make the required transformations in DocHub securely and rapidly, just the way you usually would Add Conditional Fields to Document for Signature in PandaDoc, but at a more affordable cost.

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

Drag and drop your template or import it from your device, the cloud, or using a secure URL.
Make use of the toolbar to adjust the form as you would Add Conditional Fields to Document for Signature with PandaDoc.
Open the Manage Fields panel with the second button on the right to add new fillable fields.
Refresh the content by adding new text, checkmarks, and other emblems.
Strike out or erase any redundant or pointless information.
Insert graphic content to your template from your device using the Image button.
Include comments for others about the modifications you’ve made, if required.
Approve the document by inserting an image of your signature, drawing it, typing it, or using a QR code on your smartphone.
Put a date stamp and request eSignatures from all the parties within minutes.
Download, print, or share your updated file once you’ve finished editing it.

Our editor will prove valuable 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 Signature’ feature that PandaDoc has and much more. Give it a try now to simplify 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.

Install now

How to Add Conditional Fields to Document for Signature like in PandaDoc

4.6 out of 5

28 votes

This tutorial explains how to create a signature solution using conditional fields in fillable forms. By setting up conditional fields, you can make your forms more professional and accurate. To do this, add check box and text fields to your document and then set up the text fields to only become visible when certain conditions are met. Use the advanced drop-down menu to make a field conditional, selecting the trigger field and corresponding option to activate the condition. Repeat this process for each text field as needed for your form.

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 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.

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 edit a table of contents in docHub?

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 youll be able to customize: Row colors. Title typography. Subtitle typography.

How do I create a fillable form in docHub?

Simply create a docHub 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. Its that easy!

How do I create a variable in docHub?

To create your own variables open your Template dragdrop a Content Block type a custom name of the variable in square brackets (e.g. [Client. Address]). Were sorry to hear that.

How do I assign a field in ?

How to add fields to a document Start a new envelope and add documents and recipients as usual, and then click Next. In the recipients list at the top of the page, select a person to add fields for. Use the page guide to scroll through the pages and add more fields for your recipient.

How do I edit docHub?

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 I add a field in docHub?

pdf file from your computer or drag-and-drop it to the upload area. Upload your PDF file. Once its uploaded, you have the option to Place fields. Select it and docHub will recognize the form fields and convert it into docHub fields.

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 create a form in docHub?

To enable the Forms add-on, first make sure youre logged in to your docHub account. Then, follow this link and click Add to docHub in the pop-up. Thats all it takes! If youd like to make Forms available in multiple workspaces, start by going to Settings.

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..."