Field with tokens (like Ev1)
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).
AdminSarah Rotunda (Admin, PandaDoc) commented
Variables in fields for uploaded documents.
DocuSign has a feature that allows variables in fields without a CRM connection.