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Ideas to Improve PandaDoc: Fillable Fields & Variables

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Embed the current document status within the document as a variable. [Document.status] variable / token

6 votes

Melissa Strahl shared this idea · Dec 21, 2021 · Admin →

Idea ·

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

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AdminYuliya Tsiushkevich (Admin, PandaDoc) commented · December 12, 2022 11:32 AM

document completed variable/field

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Paul Cedric Guevarra commented · August 31, 2022 6:18 AM

Document status token

Will allow user to add documennt status as token or merge field in the document

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Emily Gould commented · July 25, 2022 11:50 AM

Have Paid status be reflected within the document/invoice itself, not just the status

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Alexander Sakhibov commented · March 9, 2022 2:42 PM

Ability to auto-update SFDC field with the document status.

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