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  1. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    115 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Sherry Spaulding commented  · 

    Is this going to be corrected? We can lose very important information because of this. For example, we can't put a requirement for fields asking for a social security number, because they also could have a TIN for their business. But, these are important fields. Maybe this could be an option instead of requirement? Asking for consideration please.

  2. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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…