Option to have the title of the document is the company name once generated.

- will allow the user to choose the title of the document.

Vital - This would make lean management easier and not missing out on multiple customer information

vital - deal breaker for a client

YES

Would like the ability to use document variables in the title when creating a document from a template.

Ability to use variables in documents' name/client info from HubSpot to PandaDoc.

Is it possible to merge in a different field into the top left of the PandaDoc form? Main reason is the standard Opportunity Name field in Salesforce is limited to 120 characters and we've found a need to expand beyond that. We have a custom Opp field named "Opp Name for PandaDoc" that is 255 characters and we'd prefer to merge that longer field into the PandaDoc.

Ability to add in variables inside of the template/document title to differentiate documents automatically.

Option for variables to pull Contract Account Name in Salesforce and put it as template/document title in PandaDoc.

Feature/Option that will add the name of the recipient on the document title when the recipient recieves the document

include the recipients name in the title of a bulk send document

It would be great to have title templates within the template settings. My agreement template may be named "Agency Agreement" but the title I wish to send out will be "Purchase Agreement - [Company Name]"

It will be great if we can use merge tags in the document naming convention

Would like the capability of having a variable within a document title.
IDEAL: Would like to import company name into NDA document title
ex. using variable as the document title - "company name - NDA"

We get hundreds of signed forms a week from our customers, and we save them all locally to back them up. Each document has to be named and downloaded manually into our google drive with the signee name in the file name so we can search and confirm if someone has signed the form down the road. This is a time consuming process. If we could automatically download all signed forms with the filenames including the signee names, that would be amazing.

In addition to adding a sequence number. We can also have the option to choose a file name via the First Name LastName variable.

This will make it easier to sort forms based on the Signer Name.

INSERT VARIABLES IN THE DOCUMENT TITLE

Put variables in a template name that automatically populate based on conditions like name of assigned role or document created date.

It would be great if the Document Templates could have variables in the document title that can then be filled with values from Salesforce as we can do it in the documents itself. Also it would be very helpful to have variables in the saved messages such as the recipient name.

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.