Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import
Bulksend: the option to pass custom information from CSV to the fields (not to the variables).
Gabriel Lawrence commented
Yes, surprised this isn't upvoted more. Not just for Bulk Send, but CRM or api created documents should be able to use role based variables in the merge field of a fillable text field.
Example, Signer.FirstName should be able to be a fillable text field assigned to Signer so they can change the name if they have a different spelling, or let's say Signer.Title if they want to correct the title, or if they forward to a new signer.
Right now, we use a regular merge field, but then the signer can't update it.
AdminAnonymous (Admin, PandaDoc) commented
During Bulk Send, the import file can contain recipient and custom variables, but fillable-fields (role-assigned fields) are not currently supported. Expand the import process by supporting any fillable-field, using the "merge field name" as the reference for matching the data into the appropriate field.
Paul Cedric Guevarra commented
Option to auto populate fields using recipients info from csv file in bulk