Focus: The focus of this self-help article is to provide steps and information to about the PandaDoc “Dropdown” field and how it can be used in Documents and Templates.
Please note: Fields can be used for document 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.
What is a Dropdown field?: Dropdown — With the Dropdown field, this can be added to your document to provide a list of selections. Your recipient would then choose a selection that you have defined in the field settings for this field.
Step 1: Uploading a document and selecting a Dropdown field. Upload a document, select “Dropdown” on the right. Select and hold down your mouse on the Dropdown Field and place it on the document.
Step 2: Dropdown Field Options Includes a “title” option and a “required” option. You can also add your dropdown select items for this field. Add your recipient and click “Apply”.
Step 3: Removing field. If you ever need to remove this field, use the red “remove” link found in options.