Settings and activity
5 results found
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19 votes
An error occurred while saving the comment Allen Vance supported this idea ·
An error occurred while saving the comment We need multiple levels of conditional fields, but currently there is only one. Meaning if a set of radio buttons is required based on a selection of radio buttons, those secondary radio buttons cannot themselves require additional fields. There are many documents with this kind of layering so it's important. If I'm incorrect, can someone explain to me how to do it?
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9 votes
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40 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment For anyone struggling with lack of documentation and PandaDoc lack of awareness, I was able to accomplish this with the Hubspot integration at least, so I expect it may be the same with SFDC. You create and assign the field and then click on settings, then in the merge filed box at the lower right I entered the HubSpot variable WITHOUT brackets (entering with brackets creates a non-user field). I then created a new doc inside HubSpot (through the Panda Integration in the left sidebar), which then pulled in the variables which were then editable by the recipient. YAY!!
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245 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment First day..initial setup...womp womp
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171 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
We need multiple levels of conditional fields, but currently there is only one. Meaning if a set of radio buttons is required based on a selection of radio buttons, those secondary radio buttons cannot themselves require additional fields. There are many documents with this kind of layering so it's important. For example, many financial institutions have complicated forms where we have to select one option and then within that option we have to select one option and within that option we have to enter information into fields.