Dynamic URL Variable Substitution for Text Links
Objective:
Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.
Feature Description
This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.
Example Use Case:
A user creates a link in a document with the URL:
https://example.com?user={FirstName}&doc={DocumentID}
When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.
How It Works:
Variable Definition:
Users can insert variables into URLs using curly braces {}. Variables are mapped to PandaDoc data fields, such as recipient details or custom fields set by the document creator.
Real-Time Substitution:
At the time of document generation or viewing, PandaDoc automatically substitutes these variables with their corresponding values.
Fallback Handling:
If a variable does not have a defined value, users can configure a fallback option (e.g., {FirstName | Fallback="User"}).
Validation:
PandaDoc validates the URL during link creation to ensure it is well-formed and variables are correctly defined.
Benefits:
Personalized Experience: Recipients receive links tailored to their details, enhancing user engagement.
Efficient Workflow: Users don’t need to manually adjust links for each recipient, saving time and reducing errors.
Enhanced Automation: Works seamlessly with PandaDoc’s existing data fields and automation features.