Replace Conditional Fields to the Customer Return Report and eSign it in minutes

Aug 6th, 2022
Icon decoration
0
forms filled out
Icon decoration
0
forms signed
Icon decoration
0
forms sent
Service screenshot
01. Upload a document from your computer or cloud storage.
Service screenshot
02. Add text, images, drawings, shapes, and more.
Service screenshot
03. Sign your document online in a few clicks.
Service screenshot
04. Send, export, fax, download, or print out your document.

Reduce time allocated to papers management and Replace Conditional Fields to the Customer Return Report with DocHub

Form edit decoration

Time is a vital resource that every business treasures and attempts to turn in a benefit. When selecting document management software, focus on a clutterless and user-friendly interface that empowers customers. DocHub provides cutting-edge instruments to enhance your document management and transforms your PDF editing into a matter of a single click. Replace Conditional Fields to the Customer Return Report with DocHub to save a lot of efforts and increase your productivity.

A step-by-step guide regarding how to Replace Conditional Fields to the Customer Return Report

  1. Drag and drop your document in your Dashboard or upload it from cloud storage solutions.
  2. Use DocHub innovative PDF editing tools to Replace Conditional Fields to the Customer Return Report.
  3. Change your document making more changes as needed.
  4. Add fillable fields and designate them to a specific receiver.
  5. Download or deliver your document to the customers or coworkers to safely eSign it.
  6. Access your documents in your Documents directory at any time.
  7. Create reusable templates for commonly used documents.

Make PDF editing an easy and intuitive process that will save you plenty of valuable time. Easily change your documents and send out them for signing without having turning to third-party software. Concentrate on pertinent duties and boost your document management with DocHub right now.

PDF editing simplified with DocHub

Seamless PDF editing
Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.
Smooth teamwork
Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.
Automatic saving
Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.
Google integrations
DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.
Powerful PDF tools on your mobile device
Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.
Secure document sharing and storage
Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.
Install now

How to Replace Conditional Fields to the Customer Return Report

4.7 out of 5
42 votes

hey everyone uh today were going to talk about uh what i think is a pretty common use case in the gen and cpq world um that isnt in gens uh documentation anywhere and that is how to conditionally hide a column in your products table so i have an example quote up here and what ive done is ive added a few custom fields called include list price and include discount and my template has four columns uh total here uh product unit price discount and total price youll notice there is some xpath language here which ill explain a bit more so first off were going to generate the document with these boxes checked so im going to go ahead and create order form which is my custom button for the gen template that ive created i will hit send with signature and then im going to fill in the standard path information here for my recipients put in a customer and myself as a signatory here and then im going to move on to the prepare and send step which will allow me to preview this document

video background

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
Contact us
Go to the Settings tab in the Form Builder, then click Conditions on the left. Select the condition you need.What Each Conditional Logic Option Does How to Show or Hide Fields Based on a Users Answer. Hide or Show Multiple Fields at Once. Show or Hide Multiple Fields at Once Using the Form Collapse Tool.
To make conditional ticket fields required Create a new condition for the ticket field or go to Admin Center Objects and rules Tickets Forms to edit an existing ticket form. Click the Required field. From the drop-down list, select the requirement settings you want to use.
Move the cursor over the ticket form where you want to manage the conditions, then click the options menu ( ) on the right side and select Conditions. Click any of the following icons to edit, duplicate, or delete the selected condition: Use the edit icon to change a condition.
Enable conditional logic to show or hide form fields Under Field Settings, click on Conditional Logic. The conditional logic settings will open in a new window that slides in from the right-hand side. Toggle to enable conditional logic and then set your conditions below.
Creating custom user fields In Admin Center, click People in the sidebar, then select Configuration User fields. Click Add field. Select a field type, then enter a Display name. Verify that the field key is the value you want it to be. (Optional) Add a Description for the custom field.
Answer. No, it is not possible to edit ticket comments after they are posted to the ticket. If there is sensitive information that needs to be removed from a ticket, an administrator can the Ticket Redaction app from our Marketplace and use it to remove text from the ticket comments.
To make conditional ticket fields required Create a new condition for the ticket field or go to Admin Center Objects and rules Tickets Forms to edit an existing ticket form. Click the Required field. From the drop-down list, select the requirement settings you want to use.
Editing ticket fields In Admin Center, click Objects and rules in the sidebar, then select Tickets Fields. Hover over the row of the field you want to edit, then click the option menu icon ( ) and select Edit. Update the options as needed. When your changes are complete, click Save.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.
"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."
Pam Driscoll F
Teacher
A Valuable Document Signer for Small Businesses.
"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."
Jiovany A
Small-Business
I can create refillable copies for the templates that I select and then I can publish those.
"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."
Victoria G
Small-Business
be ready to get more

Edit and sign PDF for free

Get started now