Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]
I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.
The use case includes: Transfer fields data from one document to another: Option to duplicate / copy-paste Fields to another Template/Document or Import fields from one template (uploaded pdf) to another.
Colleen - PPS commented
The ability to export content from fillable fields and upload or transfer to another document - and/or to CRM - is a critical for productivity as well as accuracy (reduced errors). I would think it should be possible - and the proviso should be that the fillable field has the same name as a variable used in other document/s and CRM.
Jaynna Ellis Dela Llana commented
Ability to transfer data from fields and variables from one document/template to another. Allowing as well to be able to export data from fields and variables as csv.
AdminValeryia Baranava (Admin, PandaDoc) commented
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to transfer field values from one document to another via Zapier. Please follow the link for more detail: https://share.getcloudapp.com/OAujDZ24
Additionally, here's the link to the Zap we created for this use case: https://zapier.com/shared/8f269016e48b235474af5862e4af8ed4ef4085cc.
Thank you for sharing your feedback, stay tuned for other updates!
Anna Kovalchuk commented
The Client fills in the text field on the Quote. Once completed, I want to transfer the data from the Quote to Event Summary and want to pull through the information that the client filled out.
Paul Cedric Guevarra commented
Option to duplicate Fields to another Template/Document
- Will allow the user to duplicate fields to another document.
Marc Southworth commented
This needs to happen - many people using other platforms have this ability. It's silly to not have it here.
Alexander Sakhibov commented
Ability to copy and caste Fields.
Alvin Jorge PandaDoc commented
import fields from one template (uploaded pdf) to another. Like a content block that you can save in Content library. Ability to import the field to another template