Settings and activity
7 results found
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5 votes
Allen Vance supported this idea ·
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4 votes
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9 votes
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8 votes
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39 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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224 votes
Hi!
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Don’t hesitate to reach out if you have any other ideas.An error occurred while saving the comment First day..initial setup...womp womp
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141 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. If I'm incorrect, can someone explain to me how to do it?