Settings and activity

3 results found

1. Conditional fields

   519 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   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! 

   Natasha Santiago supported this idea  ·  Mar 15, 2021
   An error occurred while saving the comment
   Natasha Santiago commented  ·  Feb 16, 2021  ·  Delete…

   So, we have Premier & Elite Retailers. The idea would be to have a check box or dropdown where client selects the option that corresponds to them, and then pandadoc populates the information required for that options

   Save Submitting...

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

   559 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   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

   Natasha Santiago supported this idea  ·  Feb 16, 2021

3. Collect files field (Upload field EV2)

   217 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Released  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Natasha Santiago supported this idea  ·  Feb 23, 2021