Field with tokens (variables)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
21
votes
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
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AdminSarah Rotunda (Admin, PandaDoc) commented
Variables in fields for uploaded documents.
DocuSign has a feature that allows variables in fields without a CRM connection. -
AdminSara Rodriguez (Admin, PandaDoc) commented
Be able to pull in variables from Pipedrive using a text field like you can in EV1.