Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fields
radio buttons with conditional logic
AdminValeria Pochapskaya
(Admin, PandaDoc)
shared this idea
5 comments
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AdminRyanne Doumet
(Admin, PandaDoc)
commented
From client:
I have a question on if PandaDoc templates have a certain type of functionality.
Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
Appreciate any feedback you have on this one. -
Yana Martynenko
commented
Drop-down fields dependencies. If you choose something in the first drop-down field, the second one shows you only the options that are related to the selected item. F.i. you choose in the first drop-down USA and the second one automatically shows you only states that are in the USA.
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Mike Turke
commented
when making a selection in a drop down trigger to insert a value into an item into the document and or insert a line into a pricing table
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Mike Turke
commented
clickwrap feature like docusign. basically a terms and conditions field or pop up that allows recipients to click "I agree"
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general idea : if a check box is checked make a number of linked fields also available.
ie: if "additional billing address is checked make the billing address fields available.
