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Modify Name Field Document like in PandaDoc

Modify Name 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

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 Modify 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 Modify Name Field Document utilizing PandaDoc? Get started with DocHub, a secure online editor trusted by millions of users. Its powerful features and straightforward interface will help you make all the necessary alterations to your paperwork, at any time and in any place. Make the necessary updates in DocHub safely and quickly, just the way you normally would Modify Name Field Document in PandaDoc, but at a better cost.

Follow the quick guide below to get started

Drag and drop your template or upload it from your device, the cloud, or using a secure URL.
Utilize the toolbar to adjust the form as you would Modify Name Field Document with PandaDoc.
Open the Manage Fields toolbar with the second key on the right to add new fillable areas.
Change the content by adding new text, checkmarks, and other symbols.
Strike out or erase any redundant or pointless detail.
Add visual content to your template from your device using the Image button.
Include comments for other people regarding the adjustments you’ve made, if required.
Sign the document 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.
Download, print, or forward your updated form after you’ve completed editing it.

Our editor will prove valuable to you, especially when you need to edit files from your Google apps. Start using DocHub and enjoy the ‘Modify Name Field Document’ 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 Modify Name Field Document like in PandaDoc

5 out of 5

54 votes

In this tutorial, Ben from Pure Proposals demonstrates how to add variable fields to document templates, allowing users to pre-fill information from their CRM to expedite the document editing process. The tutorial showcases a base template from Panda Doc with role variable fields already populated. Users can add email addresses, names, and additional fields to populate in the role fields. It is emphasized that users are not limited to the role fields and can also incorporate 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.

Is a template a document?

A template is a document type that creates a copy of itself when you open it. For example, a business plan is a common document that is written in Word. Instead of creating the structure of the business plan from scratch, you can use a template with predefined page layout, fonts, margins, and styles.

How do I add a fillable field in PandaDoc?

Here's how you do it: Open PandaDoc 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 rename a document in PandaDoc?

To copy, move, rename or delete a single document/template, hover over the document on the far right, click on the vertical ellipses and choose an action from the dropdown.

What is the difference between a blank document and a template?

A blank document is literally a blank piece of paper. There is no information and no formating. You can write what you want, where you want. A template is a document which is already formatted in some way.

How do I delete a document in PandaDoc?

To delete a document, please, go to the Document list, then hover over the document on the far right, click on the vertical ellipses, and select Move to trash from the dropdown.

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!

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 edit the 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 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 fill out PandaDoc?

Signers will feel safe knowing PandaDoc's 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.

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..."