Abilty for eforms to use gathered data and automatically use it on a document
22
votes
Michael Angelo Miguel
shared this idea
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!
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Anonymous commented
Use the data from a response to a form to automatically fill out a template
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Charmyn Marchan commented
Set conditional logic based on answers to questions before the form.
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Paul Cedric Guevarra
commented
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
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Emily Gould
commented
Add questions before the form about recipient to gather data before the recipient begins filling out a form.
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AdminYana Martynenko (Admin, PandaDoc) commented
Prefill fields on the form when it opens.