Settings and activity

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1. Conditionally require a field based on another field

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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 link below:

   Conditional fields feature

   Erin Barton shared this idea  ·  Aug 26, 2025

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

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

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   Erin Barton commented  ·  Aug 26, 2025  ·  Edit…  ·  Delete…

   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.

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   Erin Barton supported this idea  ·  Aug 26, 2025