Customers / recipients can edit variables
The ability for the recipients to edit variables.
Colleen - PPS commented
This feature would be awesome - for variables that are empty (as we don't yet have the information in the CRM to merge into the variable) and for variables than need updating with new/current information.
Allen Vance commented
For anyone struggling with lack of documentation and PandaDoc lack of awareness, I was able to accomplish this with the Hubspot integration at least, so I expect it may be the same with SFDC. You create and assign the field and then click on settings, then in the merge filed box at the lower right I entered the HubSpot variable WITHOUT brackets (entering with brackets creates a non-user field). I then created a new doc inside HubSpot (through the Panda Integration in the left sidebar), which then pulled in the variables which were then editable by the recipient. YAY!!
Lindsay Harris commented
We have PandaDocs integrated with Salesforce and our intention was to use the merge field variables to pre-fill applications and credentialing paperwork for our candidates.
Example: We have a candidate's First Name, Last Name and address in Salesforce. We have to send the candidate a form to fill out and sign that includes those fields, among others. We use salesforce merge fields to populate the fields for them, based on the information they have already given us in the past. But wait! They have gotten married and moved, so now the fields that are filled out on their form are incorrect, and they can not sign the form.
The signer should have the ability to edit the values on certain merge fields without having to suggest an edit or reach back out to have a document changed.
This functionality seems basic (similar to having a default/editable value in a field variable).
Please prioritize this item.
Elly San Juan commented
I have created a bunch of variables to help track what a customer wants from us. Is there any way to allow a customer to update these variables, with the quantity of devices that they actually have?
Thomas Hayes commented
A custom variable that can be filled by a recipient. As an example, you could create a variable for the name of a company, and the recipient wil be able to input their company name, and it will autopopulate the variable on the recipients end.