Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.
If the variable value is empty in CRM pull the empty value instead of displaying the variable.
Avoid yellow fields in the document if the value is empty in CRM.
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
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Whitney Hutchings commented
Without this function, we cannot efficiently combine certain agreement outcomes in our documents. It's problematic to be forced to create tons of duplicates to account for certain fields necessary in some agreeements but not needed in others.
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Anonymous commented
If Hubspot custom variables are blank in the CRM, I want them to appear blank in the Pandadoc document
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Dave Smink commented
This is an idea that is critical, and from 2020. not prioritized? This way any automation build to produce the documents, show the variables. meaning any automation is broken and needs manual ajustments.
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Matt Wilkins commented
100% agree with Yulia and others. If the variable is empty, it shouldn't show up in the document. Also, it's a bizarre UX choice to ignore spaces in variables. I tried adding ' ' to the variable value to suppress the [Missing.Variable] from showing up in my finalized document (which looks quite unprofessional), and to my chagrin, the variable name still persists. :/
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Christopher Brody commented
This is needed. Documents are hard to decipher prior to sending. We don't manually fill in any fields
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Paul Cedric Guevarra
commented
Conditinal Logic for Variable/CRM Tokens
- will allow the user to set if/then/else logic base on the variable details from the CRM, Eg if the token has no value it will show as blank.
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Paul Cedric Guevarra
commented
Conditional Fileds - If the field in CRM is blank it will not show up in the document.
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Charmyn Marchan commented
Set it up so that the custom variable name is not shown, if the custom variable contains no value (blank) - Michael Yoon
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If a field is empty on copper, we should be able to push "empty" value inside PandaDoc instead of having the mapping value token written in yellow.
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if variables don't have value they shouldn't show up in the document
