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  1. Use custom variables/fields in forms

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Donald Yum supported this idea  · 
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    Donald Yum commented  · 

    Hi Forms are amazing, which in some instances can replace our existing automation using multiple apps (eg. Typeform and Hubspot, and Zapiers)... One thing I noticed, is the signer's company name and ACN are NOT default fields that any invited participant can fill up in the 'form fill up' interface, but only as a 'fillable' fileds inside the document. I like to point out that in Australia, under Corporations Act, Section 127, any company directors can sign a legal documents without needed a witness. So in the business environment, majority of documents between companies are using this rule, so if you can include two fields to be default fields for the signer to fill up, being [signer company name] and [signer company ACN], it will make PandaDoc from a 'great product' to a 'must-have product' for every company.

    Section 127(1) provides that a company can execute a document without a common seal if it is signed by: two directors of the company; a director and company secretary; or. for a proprietary company that has a sole director who is also the sole secretary – that sole director or secretary.