Settings and activity
3 results found
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180 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.
An error occurred while saving the comment Kelsey Ruff supported this idea ·
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68 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com. -
5 votes
An error occurred while saving the comment The ability to have calculated fields and autofill rules is basic functionality offered by DocuSign and other send services.
In Docusign we were able to use calculated fields, called Formula fields, which allowed you to automate calculations and display results in fields directly in your documents based on other number or date fields. This would be useful in forms. You can build formulas using standard mathematical operators and date functions to compute values like pro-rated amounts or contract durations, which automatically populate when the underlying fields are completed by a recipient. Our use case is for HSA enrollments, we want to give one field with a set of four dropdowns then based on what they select from that dropdown, it would autocalculate for them the other values in 3 fields. This is basic functionality.