Add Smart Field Document 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.
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02. Add text, images, drawings, shapes, and more.
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03. Sign your document online in a few clicks.
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04. Send, export, fax, download, or print out your document.

See why DocHub is a great alternative to Add Smart Field Document in PandaDoc

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There are many alternatives to the most popular tools for electronic document management that are worth trying. Do you still Add Smart Field Document utilizing PandaDoc? Try DocHub, a reliable online editor trusted by millions of users. Its powerful capabilities and straightforward interface will help you make all the essential changes to your paperwork, whenever needed and in any place. Make the necessary updates in DocHub safely and quickly, just the way you normally would Add Smart Field Document in PandaDoc, but at a better cost.

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

  1. Drag and drop your file or import it from your device, the cloud, or using a secure URL.
  2. Use the toolbar to update the form as you would Add Smart Field Document with PandaDoc.
  3. Open the Manage Fields toolbar with the second button on the right to add new fillable fields.
  4. Change the content by adding new text, checkmarks, and other symbols.
  5. Strike out or white out any redundant or unnecessary detail.
  6. Add visual content to your paperwork from your device using the Image button.
  7. Leave comments for others regarding the modifications you’ve made, if required.
  8. Sign the document by importing an image of your signature, drawing it, typing it, or using a QR code on your smartphone.
  9. Add a date stamp and request eSignatures from all the parties within minutes.
  10. Download, print, or forward your updated form after you’ve finished editing it.

Our editor will prove valuable to you, particularly when you need to make edits to documents from your Google apps. Start using DocHub and enjoy the ‘Add Smart Field Document’ feature that PandaDoc has and much more. Try it today to simplify your work, and save time and money!

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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.
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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
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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.
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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.

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How to Add Smart Field Document like in PandaDoc

4.9 out of 5
42 votes

hi there and welcome to the pure proposals Channel my name is Ben and today were going to take a look at how to add variable fields to your document templates you may want to do this to pre-fill information from your CRM or otherwise to make editing your documents quicker and easier before sending them out so without further Ado lets get started so here we are in a base template from Panda Doc and you can see that there are already some variable Fields populated throughout the template here these are the role variable fields which you can see by clicking on the roles here and you can see that the sender and the clients are the are the roles associated in this particular template so before sending you can add these people in when you use the template and you let this screen here you can add the email address the first name Etc and some additional Fields below which will populate in those role fields that exist here youre not limited just to the role fields and you can use CRM Fields

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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.
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Templates are pre-formatted documents, intended to speed up the creation of commonly used document types such as letters, fax forms, or envelopes. Templates are also used as guidelines for creating documents in a specific format (for example, the required format for submitting a paper to a scientific journal).
Simply start typing a recipients name or email address in the dropdown on the right, then drag and drop any fields you need in your content block. If you dont have the recipients record in your docHub contacts, click Add recipient in the dropdown, then enter their contact information.
How to add variables to your template/document Select a text block where youd like to place your variable; Type a square opening bracket and either choose the name of a system variable from the dropdown or type your own and press Enter OR.
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.
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.
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!
Open your document, then click Add recipients in the top right. If you dont have the recipients record in your docHub contacts, click Add recipient on the right, then enter their contact information.
Personalizing your templates with relevant content like case studies, testimonials, or pre-approved legal clauses is a great way to stand out from your competition. The docHub Content Library is the perfect way to store reusable content to use ad-hoc in your documents and templates.
Signers will feel safe knowing docHubs built-in eSignature technology is legally binding and ESIGN and UETA compliant.Steps to Fill Sign Open the PDF document or form. Click the Sign icon in the toolbar. Choose Fill Sign from the right plane. Click Fill Sign. Forms fields will be detected automatically.
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.

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