Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
It would be beneficial to have the date field auto-calculate for contracts.
For example: Project start date is 10/7/23. The next date, Project update #1, would be 7 days following the start date, and so on. But if the 10/7/23 date is missed by a few days and needs updating, then all dates need updating.
Wim Mostmans commented
We need this option for a few different reasons. For example to be able to show a total cost (ex vat) of a contract with the discount applied.
Another example is if you have two pricing tables in the document and you want to show the sum of both pricing tables. A calculated field would make this possible. At the moment, we have to express this equation in text which is annoying for the receiver because he has to calculate the total manually.
Danielle Griggs commented
In particular being able to to do [x] number of days after a signer signs! rather than just the date the signer signs
Really need a way to create our own subtotals, formulas etc to make document prep WAY easier
Paul Cedric Guevarra commented
Conditional formula for fields
- Will allow to use conditional formula for fields that will works lie as excell formula
Kelsey Johnson commented
would love the ability to create custom calculations - based on variables and based on custom field entries (examples: [variable 1*variable2] or [variable 1*.2]) - will completely change the way we create custom program pricing in our text-based form layouts.
Amy Bahner commented
Be able to add a formula to a template field just like adding a drop down field, text field, etc.
Arvi Martinez commented
Juan Sianca commented
This will make easier our processes since the dates in our agreements are correlated.
Juan Sianca commented
This will make much easier our processes since the dates in our agreements are correlated.
Hugues Galanth commented
2 Years later it's still not available....
Tom W commented
Dharmesh Dayabhai commented
The ability to have a calculated field.
For example - right now, we have to take the document.value field - take that into excel and then create the % breakdown for the payments manually.
So if a client was to select an option -- then the math would be wrong as we would then have to manually re-create the pricing table.
A resolution to this would be where we can create a calculated field that allows for [Document.Value] * 0.20
[Document.Value] * [PaymentVar.value]
This would be incredible
AdminMadelyn Gunay (Admin, PandaDoc) commented
For example, adding a copyright to a document with the year so I don't have to update every template every year
Aldo Zambrana commented
Having a formula field for basic arithmetical operations using data from other fields in the FORM. This is very useful when using forms once they are embedded in a website or when using the form link. Product table only works from the PandaDoc account in design, so it is not a good solution for published forms.
1) Fields can be required to be Numerical or logical before being part of the formula
2) Formula field only shows the result of the operation and is always READ ONLY
This feature is already in existence in DocuSign and is called "Formula Field"
Ben Tiffin commented
Ability to calculate values from the [document.value] for deposit values.
E.g. [document.value/0.5] to find 50% of document value
Raymond Meyer commented
If i have a simple formula such as x+30= fieldB and I have FieldA (or X in this case) as 10, Field B should fill with the answer 40
David Davis commented
The ability to calculate the value of multiple fields that are manually entered. ie. expense report dollar value 1 + dollar value 3 + dollar value 4 = total dollar value.
Ryan Juszyk commented
Ability for fields to calculate information/answers