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Ideas to Improve PandaDoc: Forms

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Replace source file for Forms [Workaround in comments]

For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

14 votes

AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea · Dec 21, 2021 · Admin →

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AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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AdminLiezl C (Admin, PandaDoc) commented · April 12, 2023 11:46 PM

Link for workaround - https://share.getcloudapp.com/geuyGwZQ

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AdminValeryia Baranava (Admin, PandaDoc) commented · November 4, 2022 12:18 AM

Thank you for your feature request submitted to PandaDoc! We do appreciate it!

As a workaround, to replace a source file for your form, please convert a Document created from the Form into a Template, then replace the source file in it and create a Form from the template (https://share.getcloudapp.com/geuyGwZQ).

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