Create Logic in Variable choices in a document based on products
I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable to choose base on the product being a stocked product or a custom product.
John Scott
shared this idea
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Aimee Baxter commented
We have a similar use case. I have a template where I have a number of variables. One of the variables is a residential address, which I have a list of possible choices. Is there a way to connect a variable to a list of choices when creating a template, so the person creating documents from the template have a limited list of choices to choose from?
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AdminAnonymous (Admin, PandaDoc) commented
ability for a variable field in a template be populated from a list of values
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AdminValeryia Baranava (Admin, PandaDoc) commented
Can I use a product and services section subtotal as a variable in another area.