What is the Signature field and how can I use it?

Focus:  The focus of this self-help article is to provide steps and information to about the PandaDoc “Signature” Field and how it can be used in documents and templates.

Please note:  Fields can be used for documents and templates. In this help article we will be using them for a document. Fields can also be resized to provide a larger or smaller field.

Using PandaDoc Editor and “fields”: If you are planning on using fields for the templates and documents you create via the PandaDoc Editor. Fields must be added into “Content Blocks”. Please view this link for more details.

What is a Signature field?: With the Signature field, this can be added to your document so that your recipient can “Sign” the document and provides multiple ways on how to “Sign” the document.

Step 1: Uploading a document and selecting a Signature field. Upload a document, select “Field” on the right. Select and hold down your mouse on the Signature Field and place it on the document.

Step 2: Using Field options for Signature field. Now after you added the field, there will be other options that can be setup for this specific field. For “Signature”, you have to do is assign a “actor / contact” to the field and you can define which options the recipients can sign the document.

Step 3: Removing Signature field. If you ever need to remove this field, use the red “remove” link found in options.

Step 4: Signature field being used to sign the document. When signing a document, PandaDoc offers three (3) ways in order to add a signature to “sign” the document. They are, “Draw”, “Type” or “Upload”.

Step 5: Configuring Signature types for your PandaDoc Account. If you go to Settings > Settings > Signature types, you have the option to select which types can be used for future templates and documents when you use the Signature field.

Signature:

Draw – Your Recipient will have the option to use their “mouse” to draw out their signature

Type – Your Recipient will be able to choose from 6 font styles to choose from.

Upload Image – Your Recipient will have the ability to upload an image file that includes their signature.

Initials:

Draw – Your Recipient will have the option to use their “mouse” to draw out their initials.

Type – Your Recipient will be able to choose from 6 font styles to choose from.

Select and choose and be sure to save.

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