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Ideas to Improve PandaDoc: Fillable Fields & Variables

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Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

Fill Out Field Once & Auto-populate Across All Instances

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AdminSara Rodriguez (Admin, PandaDoc) shared this idea  ·   ·  Admin →
Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded  · 

Hi there đŸ‘‹

I'm excited to share that Linked Fields đŸ”— functionality has reached the General Availability release and is now available on all plans with no additional costs.

Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

For more information, please visit our Help Center.

If you have any feedback or suggestions regarding this functionality, please message me back.

Igor, Principal Product Manager @ PandaDoc

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  • Mariko Sakoda commented  · 

    Having the option for clients to enter their name and address as a variable would be amazing! Gathering all client information before sending the documents is not always realistic and very time consuming.

  • Robert Godfrey commented  · 

    This is utterly vital to speeding up contract creation and eliminating repetitive data entry! I couldn't believe this isn't possible with PandaDoc. Would urge you to deliver this functionality asap.

  • AdminLori Nolen (Admin, PandaDoc) commented  · 

    Having this functionality for use in templates would be really a great addition as well...having the ability to add a field at the template level and have option for all fields to be assigned to one particular role without assigning each one specifically.

  • Ben Wright commented  · 

    This is an absolutely critical feature for our business. So much so it's a deal breaker. Please add this feature asap!

  • Andrew Arbuckle commented  · 

    This would make the user experience so much better and also make a huge difference to document filling times for our staff, its a must.

  • Alex Benitez commented  · 

    Hello PandaDoc, this is super important for UX. It will put you and our companies on the next level.
    So please, make this upgrade ASAP.
    Alex

  • AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    For conditional fields, if Field A is filled in with a certain answer, Field B can automatically be filled. Use case: Customer wants to have a dropdown field where a manager is selected (Field A), then they want their job title to automatically fill in the next field (Field B).

  • jorge carrasco commented  · 

    2 years and not even on plan to be added in the near future? this should be critical!

  • Scott Peetz commented  · 

    An alternative to this would be to have variables available to signers.

  • Chris Taktak commented  · 

    If a checkbox is added to a form, it should have a variable on a template. If the user fills out an online form, it would be great if that info would transfer into the contract document automatically

  • Roman Hankevych commented  · 

    Let's say in a contract, I ask the company name as a text field. I add the text field, and put company name as a placeholder. However, this company name may appear multiple times in the contract, and I would like to populate the subsequent appearances of company name with the first text field input. Because as it is now, every time it appears, since a text field is not a variable, the client has to fill it in again.

  • No One commented  · 

    This should be a must and a priority to develop.

    Really poor customer experience without this feature!

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