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Ideas to Improve PandaDoc: Fillable Fields & Variables

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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).

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AdminYana Martynenko (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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  • 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.