Create Option Field Document like in PandaDoc

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

There are many alternatives to the most popular solutions for online document management that are worth trying. Do you still Create Option Field Document utilizing PandaDoc? Get started with DocHub, a reliable online editor trusted by millions of users. Its extensive capabilities and intuitive interface will help you make all the required adjustments to your paperwork, at any time and in any place. Make the necessary updates in DocHub securely and easily, just the way you usually would Create Option Field Document in PandaDoc, but at a better cost.

Adhere to the step-by-step guideline 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 Option Field Document with PandaDoc.
Open the Manage Fields toolbar with the second key on the right to add 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 utilizing the Image button.
Include comments for other people regarding the modifications you’ve made, if required.
Approve the form by importing 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.
Save, print, or share your updated form as soon as you’ve finished modifying it.

Our editor will prove valuable to you, particularly when you need to make edits to documents from your Google apps. Start utilizing DocHub and enjoy the ‘Create Option Field Document’ feature that PandaDoc has and much more. Give it a try now to facilitate your work, and save time and money!

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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.

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How to Create Option Field Document like in PandaDoc

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In this video tutorial, Ben from Pure Proposals shows how to add variable fields to document templates in Panda Doc to pre-fill information from your CRM. By clicking on roles in the template, you can see variable fields for sender and client roles. Additional fields such as email address and first name can be added to populate in these role fields. This allows for quicker and easier document editing before sending them out, and you're not limited to just role fields - CRM fields can also be used.

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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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How do I add variables in PandaDoc?

How to add variables to your template/document Select a text block where you'd 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.

How do I make a field optional in PandaDoc?

Click on a product you'd 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 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.

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.

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 make a field optional in PandaDoc?

Click on a product you'd 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'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 to create a template?

Create a Document Template Open or create the document that you want to use as the template, then click the File tab. Click Save As. Select a location. Name the file and click the Save As Type list arrow. Select Word Template from the list. Click Save.

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

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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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Create Option Field Document just like in PandaDoc

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

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

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to Create Option Field Document like in PandaDoc