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Ideas to Improve PandaDoc: Document Editing & Design

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Use variables in document titles

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AdminEugenia Chul (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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  • Ina Scharfen commented  · 

    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.

  • iCabbi UK Accounts commented  · 

    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.

  • Dov Rosenberg commented  · 

    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).

  • Mike Turke commented  · 

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

  • [Deleted User] commented  · 

    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