How to eSign with PandaDoc (for beginners)

New to PandaDoc? Let's get you started!
In this video of our beginner's tutorial, you'll learn how to make fillable fields ready for eSignature inside of PandaDoc. If you need to eSign a document, add a date, initial, checkbox, dropdown, or radio button --we've got you covered.
0:12 - different types of fillable fields
0:30 - drag, drop, and assign fields
0:53 - automate reminders & follow-ups
💸 FREE STUFF
1️⃣ PandaDoc's Free eSign ➔ www.pandadoc.com/free-electro...
2️⃣ Free 14-Day Trial ➔ signup.pandadoc.com
🚀 LINKS
Get a live demo of PandaDoc 👉 demo.pandadoc.com
Visit the PandaDoc Help Center 👉 support.pandadoc.com/hc/en-us
🔥 Let's Connect:
LinkedIn ➔ / pandadoc
Twitter ➔ / pandadoc
Instagram ➔ / pandadochq
Facebook ➔ / pandadoc

[@gloryn4394]

I can't sign the signature box

[@user-ct2hr9ym5n]

Is there a way to automatically add eSignature fields on a document following certain rules ? for example : adding an eSignature field where you find the word "Signature" in the document.

[@PandaDoc]

Great question! The closest automation we have is auto-converting fields into fillable fields when you upload a document. You can see how to do that here: support.pandadoc.com/hc/en-us/articles/360035883513-Auto-place-PDF-form-fields

[@user-ct2hr9ym5n]

​@@PandaDoc Thanks for the quick answer. This feature is indeed really useful when the document contains fields. Unfortunately the documents I am dealing with don't contain fields and I'm unable to generate them myself as I receive them from other departments ... Thanks again and keep it up !

[@PandaDoc]

Gotcha! Wish we could help you more!@@user-ct2hr9ym5n

[@masonchristian4432]

i found it very frustrating to figure out how to send a document for signing.