In addition to adding a sequence number. We can also have the option to choose a file name via the First Name LastName variable.

This will make it easier to sort forms based on the Signer Name.

INSERT VARIABLES IN THE DOCUMENT TITLE

Put variables in a template name that automatically populate based on conditions like name of assigned role or document created date.

Would like to have ability to force documents to be renamed in a specific format.
This would streamline document tracking for them.
ex. Global Guardian- x proposal - date
- Company - document title - date

It would be great if the Document Templates could have variables in the document title that can then be filled with values from Salesforce as we can do it in the documents itself. Also it would be very helpful to have variables in the saved messages such as the recipient name.

Allow variables to be included in the document title e.g. company name. I believe it can be pulled from the CRM if using one however, we're currently just creating documents straight from the PandaDoc portal so would be good if you can enter a variable in the document name so that when the data is entered, it's automatically inputted.

variables to be populated in the document name

The ability to automate document titles through variables

Would be great to combine with Salesforce document creation to be able to control the title of the created documents. Right now they get the opportunity name, so you can't tell which is which if there are different documents (without manually renaming).

The option to set up different names for the documents created from one form.

Embed template: Is there a way to have a field in this option that populates the title of the document that is being completed? Im asking this to find a way to make the document easily searchable, otherwise the documents done in this format will all have the same name and would make it hard to search.

automatically input the name of the signer in doc title after the document has been signed. ev2

There should be a token for the Template name that can auto-populate whenever a document is created out from that template which is very useful in Integrations software