PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded.
Rules for creating field tags
A field tag starts and ends with curly brackets { }. Any of the field tag keys described below can be used.
Number | Key | Description | Example |
1 | Field tag type | Field tag type — see the table below | signature, or s for shorthand |
2 | * | * sets the field as optional (not required to be filled out) | * |
3 | _____ | Use underscores to expand the field. The fields in PandaDoc will scale to the size of your field tag. | _____ |
These are the field tag types PandaDoc supports.
Field tag type | Short Notation | Is PandaDoc Block or Field |
textfield | t | Field |
checkbox | c | Field |
dropdown | dd | Field |
signature | s | Field |
date | d | Field |
initials | i | Field |
Example of the field tag: {signature______}, {textfield*________}, {date____}, {checkbox*}, {initials___}.
Use the short notation if you’d like to make the field appear smaller, e.g. {c__}.
Warning:
Before generating the PDF, please match the font color of the field tags with the document’s background color so it is not visible through the fields.
Upload PDFs with field tags in PandaDoc
Create a new document/template by clicking +Document/+Template. Then click on Local file in the pop-up window on the left or simply drag & drop a PDF from your device. Next, if you’ve configured the field tags correctly, PandaDoc will suggest placing fields on top.
Click Place fields. If you’ve created a new document, PandaDoc will suggest assigning all fields to a recipient.