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Add Conditional Fields to Template for Signature like in PandaDoc

Add Conditional Fields to Template 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

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 Template for Signature in PandaDoc

There are numerous alternatives to the most popular tools for electronic document management that are worth trying. Do you still Add Conditional Fields to Template for Signature with PandaDoc? Try DocHub, a secure online editor trusted by millions of users. Its powerful capabilities and straightforward interface will help you make all the essential modifications to your paperwork, at any moment and and from anywhere. Make the required updates in DocHub safely and easily, just the way you usually would Add Conditional Fields to Template for Signature in PandaDoc, but at a lower cost.

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

Drag and drop your file or import it from your device, the cloud, or using a secure URL.
Utilize the toolbar to update the form as you would Add Conditional Fields to Template for Signature with PandaDoc.
Open the Manage Fields panel with the second key on the right to insert new fillable fields.
Refresh the content by adding new text, checkmarks, and other emblems.
Strike out or erase any redundant or unnecessary information.
Insert graphic content to your document from your device using the Image button.
Include comments for other people regarding the adjustments you’ve made, if required.
Sign the form by inserting an image of your signature, drawing it, typing it, or using a QR code on your phone.
Put a date stamp and request eSignatures from all the parties within minutes.
Download, print, or forward your adjusted form after you’ve completed modifying it.

Our editor will prove valuable to you, particularly when you need to edit documents from your Google apps. Start utilizing DocHub and enjoy the ‘Add Conditional Fields to Template for 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 Template for Signature like in PandaDoc

4.8 out of 5

64 votes

In this tutorial, Ben demonstrates how to add variable fields to document templates to pre-fill information from your CRM or make document editing quicker. He shows how role variable fields are already populated in a base template from Panda Doc and explains how you can add email addresses, first names, and more to these fields before sending out the document. Ben also mentions that you are not limited to role fields and can use CRM fields as well.

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Got questions?

Below 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.

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 make a field optional in docHub?

Click on a product youd like to set as optional, then click on the small arrow in the top right or right-click in the cell. Select Recipient options Enable optional item.

What is smart content in docHub?

docHub 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 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.

How do I add a fillable field in docHub?

Heres how you do it: Open docHub 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 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.

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 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 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!

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..."