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  1. pass tokens HubSpot to PD forms

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Émilie Csukassy commented  · 

    We can't work with forms because it's a legal contract. We need to import information from Hubspot to Panda doc of a contact without email address and the information is already registered in the token.

    It's to get the functionality to select a “Role” in panda doc associated to a contact without email, so the contact information can be imported into panda doc.

  2. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    62 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Émilie Csukassy commented  · 

    Have the possibility that a signatory signs several times but in a different order of signature.
    Example:
    # 1 sign
    # 2 sign
    # 1 Sign (acknowledgement of receipt)

    Émilie Csukassy supported this idea  ·