Create Name Field Document like in PandaDoc

See why DocHub is a great alternative to Create Name Field Document in PandaDoc

There are many alternatives to the most popular tools for electronic document management that are worth trying. Do you still Create Name Field Document with PandaDoc? Get started with DocHub, a secure online editor trusted by millions of users. Its comprehensive capabilities and intuitive interface will help you make all the essential changes to your forms, at any moment and in any place. Make the necessary transformations in DocHub securely and easily, just the way you usually would Create Name Field Document 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 using a secure URL.
Make use of the toolbar to update the form as you would Create Name Field Document with PandaDoc.
Open the Manage Fields panel with the second button on the right to insert new fillable areas.
Refresh the content by adding new text, checkmarks, and other symbols.
Strike out or white out any redundant or pointless information.
Insert visual content to your template from your device utilizing the Image button.
Include comments for other people about the alterations you’ve made, if necessary.
Sign the document by inserting a picture of your signature, drawing it, typing it, or using a QR code on your smartphone.
Add a date stamp and request electronic signatures from all the parties within minutes.
Download, print, or share your adjusted form once you’ve completed editing it.

Our editor will prove beneficial to you, particularly when you need to make edits to files from your Google apps. Start using DocHub and enjoy the ‘Create Name Field Document’ feature that PandaDoc has and much more. Try it today 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 Create Name Field Document like in PandaDoc

4.9 out of 5

27 votes

Ben from the Pure Proposals Channel explains how to add variable fields to document templates in Panda Doc. This allows you to pre-fill information from your CRM, making document editing quicker and easier. Variable fields can be added to roles such as sender and client, and additional fields like email address and first name can also be populated. Custom CRM fields can also be used to enhance document personalization and efficiency.

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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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Why would you use a document template?

Templates simplify the creation of documents. Templates can ease our workload and make us feel less stressed, and, at the same time, they increase efficiency. Templates increase the attention of the audience. They help in saving time and money.

How do I create a form in PandaDoc?

To enable the Forms add-on, first make sure you're logged in to your PandaDoc account. Then, follow this link https://app.pandadoc.com/a/#/addon-store/eforms and click Add to PandaDoc in the pop-up. That's all it takes! If you'd like to make Forms available in multiple workspaces, start by going to Settings.

What's the difference between a document and a template in PandaDoc?

Templates in PandaDoc are used for generic content that you intend on using multiple times, while documents are used for specific information. In order to send a document, you must first create it from an existing template.

How do I create a form in PandaDoc?

To enable the Forms add-on, first make sure you're logged in to your PandaDoc account. Then, follow this link https://app.pandadoc.com/a/#/addon-store/eforms and click Add to PandaDoc in the pop-up. That's all it takes! If you'd like to make Forms available in multiple workspaces, start by going to Settings.

What is the difference between a template and a form?

Templates are the primary data-gathering document framework created by a member of your organization. Forms are unique instances of these documents created and completed by Form Users.

How to use PandaDoc?

0:07 3:06 Send and sign documents using PandaDoc electronic signature app YouTube Start of suggested clip End of suggested clip Just click on the connect to Google Drive button and then authorize done Alex finds the NDA andMoreJust click on the connect to Google Drive button and then authorize done Alex finds the NDA and uploads it once you upload your document.

How do I send a document to PandaDoc?

0:11 1:14 PandaDoc - Send documents like a pro! - YouTube YouTube Start of suggested clip End of suggested clip Here's how pandadoc works upload the document you're sending from your hard drive Google DriveMoreHere's how pandadoc works upload the document you're sending from your hard drive Google Drive Dropbox or any other cloud storage. Then add the recipient. Next choose where the document needs to be

How do I add a heading in PandaDoc?

Go to Design. Under Typography, select either Text or Headings (depending on which you'd like to style). Once you add a font, it will become an option in both Headings and Text.

What's the difference between a document and a template in PandaDoc?

Templates in PandaDoc are used for generic content that you intend on using multiple times, while documents are used for specific information. In order to send a document, you must first create it from an existing template.

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!

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..."

Victoria G
Small-Business

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Create Name Field Document just like in PandaDoc

See why DocHub is a great alternative to Create Name Field Document in PandaDoc

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

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to Create Name Field Document like in PandaDoc