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Ideas to Improve PandaDoc: Fillable Fields & Variables

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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.

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Amit shared this idea  ·   ·  Admin →
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  • 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.

  • 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