Use variables in document titles

67 votes

AdminEugenia Chul (Admin, PandaDoc) shared this idea · February 26, 2020 · Admin →

Idea · November 09, 2020

6 comments

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iCabbi UK Accounts commented · June 16, 2021 04:39

Allow variables to be included in the document title e.g. company name. I believe it can be pulled from the CRM if using one however, we're currently just creating documents straight from the PandaDoc portal so would be good if you can enter a variable in the document name so that when the data is entered, it's automatically inputted.

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Inna Babii commented · April 26, 2021 12:29

variables to be populated in the document name

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Charmyn Marchan commented · April 12, 2021 14:21

The ability to automate document titles through variables

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Dov Rosenberg commented · February 28, 2021 08:45

Would be great to combine with Salesforce document creation to be able to control the title of the created documents. Right now they get the opportunity name, so you can't tell which is which if there are different documents (without manually renaming).

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Mike Turke commented · June 01, 2020 15:02

automatically input the name of the signer in doc title after the document has been signed. ev2

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[Deleted User] commented · April 16, 2020 00:10

There should be a token for the Template name that can auto-populate whenever a document is created out from that template which is very useful in Integrations software

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