Settings and activity
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86 votes
Rona
supported this idea
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559 votes
Hi there 👋
I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.
Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.
For more information, please visit our Help Center.
If you have any feedback or suggestions…
Rona
supported this idea
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27 votes
Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released
An error occurred while saving the comment Rona
commented
Allow us to rename a variable!
Right now if I want to change a variable name I have to
1) delete all instances of that variable throughout the template (sidebar doesn't let you delete a variable if it appears in template)
2) remove the variable from the list of variables in the sidebar (it still appears there, showing 0 instances in template)
3) create a new variable
4) manually insert the new variable throughout the entire template
Whaaaaaaaat? 🤯
This seems very basic. I'm surprised this basic editing ability hasn't existed since Day 1 of PandaDoc! 😢 Seriously??? Seriously.
Give us the option to choose how to order the list of Variables:
1) by order of appearance within template,
or
2) alphabetically
Forcing us to to view the Variables alphabetically doesn't let us fill out our template in logical order, based on how we designed it. Sorry PandaDoc - this is freakin' stupid. Please fix it so we have the option of sorting the view.
On top of that - you don't let us RENAME variables! So if I want to manually fix this by adding a number in front of every variable (1, 2, 3 ..) so that the variable list appears logically instead of alphabetically, I CAN'T without deleting and recreating every variable. Again - sorry PandaDoc - REALLY poor design. What are your designers thinking? Sorry to be so cranky, but I've been exploring PandaDoc for only a few days and I've encountered SO MANY basic features sorely lacking. Really disappointed. Hope you make things better soon. Already searching for alternative services.