PDF Maker - Automate Documents
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Feature Requests
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Feature Requests

Let us know if there are any features missing that you would like to see added.
Automation for sending eSignature document on column status change
Include the ability to add a signature block in the template and pull the Recipient Name and Recipient Address from the board column for auto-sending on 1-click.
0
·
improvement
E-sign integration
0
Image & Table tags in Pipedrive source
0
·
feature
Add a clickable variable URL to PDF from Airtable
We fill out a form on Airtable, part of that includes us pasting a unique URL on each submission. Right now it is not clickable on the outputPDF
0
·
feature
Image & Table tags in Zoho CRM source
0
Password Protected PDF
The generated PDFs will be password-protected.
1
·
under review
GoHighLevel
When connected to GoHighlevel it should be connected to the agency account not just sub accounts. That would be great.
0
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feature
Word Document Creation
We need to be able to create a Word document instead of a PDF, but at the moment, you can only export as a PDF. This would be a good feature to have soon.
0
·
feature
Airtable Text Box Formatting
Would be great if the formatting in Airtable large text boxes was passed through to the PDF. Currently we have to open the created PDF and edit to add bullets, text formatting, etc.
0
·
feature
Rich text formatting
0
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