Automatic calculations in tokens/fields
Automatic calculations in tokens/fields (E.G. Document.CreatedDate + 7 Days).
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