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  1. Making fields required or not required based on other fields

    2 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Erin Barton supported this idea  · 
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    Erin Barton commented  · 

    I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.

  2. Automations: attach PDF to HubSpot Contact and Company object

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Erin Barton commented  · 

    I would really like to see this implemented. We have Deal specific contracts, but we also have Company specific contracts. I would like the option to link the Company that the PandaDoc originated from and have the document attach to the Company on completion, like I can with Deals.

    Erin Barton supported this idea  ·