Settings and activity

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1. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

   559 votes

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   62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hi there 👋

   I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

   Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

   To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

   For more information, please visit our Help Center.

   If you have any feedback or suggestions regarding this functionality, please message me back.

   Igor, Principal Product Manager @ PandaDoc

   Hi there 👋

   I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

   Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

   To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

   For more information, please visit our Help Center.

   If you have any feedback or suggestions… more

2. Conditional fields

   519 votes

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   45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.

   Have a wonderful day! 

3. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

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   40 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Solution

   shir nyul supported this idea  ·  Jul 19, 2022
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   shir nyul commented  ·  Jul 19, 2022  ·  Delete…

   Pop up note next to a field - if a short explanation needed for the customer
   For example: we have a field for a "passcode", I would like to explain on the document what this passcode will be using for so the customer can fill in it accordingly.

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