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  1. Customers / recipients can edit variables

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lindsay Harris supported this idea  · 
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    Lindsay Harris commented  · 

    We have PandaDocs integrated with Salesforce and our intention was to use the merge field variables to pre-fill applications and credentialing paperwork for our candidates.

    Example: We have a candidate's First Name, Last Name and address in Salesforce. We have to send the candidate a form to fill out and sign that includes those fields, among others. We use salesforce merge fields to populate the fields for them, based on the information they have already given us in the past. But wait! They have gotten married and moved, so now the fields that are filled out on their form are incorrect, and they can not sign the form.

    The signer should have the ability to edit the values on certain merge fields without having to suggest an edit or reach back out to have a document changed.

    This functionality seems basic (similar to having a default/editable value in a field variable).

    Please prioritize this item.

  2. Role variables as a placeholder

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Lindsay Harris supported this idea  · 
    An error occurred while saving the comment
    Lindsay Harris commented  · 

    We have PandaDocs integrated with Salesforce and our intention was to use the merge field variables to pre-fill applications and credentialing paperwork for our candidates.

    Example: We have a candidate's First Name, Last Name and address in Salesforce. We have to send the candidate a form to fill out and sign that includes those fields, among others. We use salesforce merge fields to populate the fields for them, based on the information they have already given us in the past. But wait! They have gotten married and moved, so now the Last Name and Address fields that are filled out on their form are incorrect, and they can not sign the form.

    The signer should have the ability to edit the values on certain merge fields without having to suggest an edit or reach back out to have a document changed.

    This functionality is a must have. Please prioritize this item.