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  1. Auto name Documents with tokens / Use variables in Document and Forms titles

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    53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    An error occurred while saving the comment
    Adam Hart commented  · 

    Currently,
    - Completed forms become documents in a folder with the same name as the form title
    - Each document in the folder also has the same name as the form title
    - The only thing that distinguishes one form from another is the name of the signer
    In use cases where the form is being filled out by users online, every document having the same name is impossible to manage - especially if the document is being filled out on behalf of a business and not an individual.

    Adam Hart supported this idea  ·