Conditional content
If then logic around content from the content library and the pricing table
Tate Davis
shared this idea
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
Should be possible to add conditional statements into a template? For example, if a variable equals something, include a certain line of text.
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AdminNikita Kotliarov (Admin, PandaDoc) commented
Blew 21K deal primarily due to Conditional contact. Competition Ironclad.
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If a text block on page 1 is deleted with specific product information, then the additional text blocks with that information will also be deleted.
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Charmyn Marchan commented
An optional parameter to show or hide custom fields in the document creation request for the pricing table.
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Should be a complex dropdown like in word where I can choose the event/apartment and then the text + images and so on appears on a document
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AdminInna Babii (Admin, PandaDoc) commented
A way to make content blocks show/hide based on whether a check box is selected or not.
Example, if I check a box for yes, it shows an additional content block. -
Natallia Skarabahatava
commented
hide/unhide text blocks by condition while creating documents via API, as of the moment the user is using 15 templates for document creation, but they would like somehow to use only one and hide/unhide some text blocks when needed.
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Megan Conroy
commented
Automatically having documents created based on field or pricing table selections made by a recipient
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Set some conditions for the image blocks via API. For example to have an optional image block which does not take any space in the document if there are no images supplied.
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Alex Trusevich
commented
Condition logic between content library and tokens through API
Dealbreaker for them
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depending on the value chosen in dropdown specific image need to be shown
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AdminVirginia Simpson
(Admin, PandaDoc)
commented
The ability to create documents based on certain criteria. When those criteria are noted, the correct clauses are added also gives the team to option to add one of two clauses.
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AdminVirginia Simpson
(Admin, PandaDoc)
commented
Customer is looking for the ability to store other data in PandaDoc
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AdminShannon Morgan
(Admin, PandaDoc)
commented
Make it so that the recipient can only view the document once they fill out a field to agree (sign, checkbox, etc.)
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Ability to Add content library items to a draft document via the API
