118 results found
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Convert a form to a template [Workaround in comments]
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
73 votes -
Customize Forms Pop-Up message: Option to edit the message from the Form wizard.
Customize the Forms pop-up message that is visible when accessing a form from a website.
55 votes -
CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms
Forms feature in CRMs
41 votes -
Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
40 votes -
Prevent a customer from submitting multiple Form entries using the same email address
Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?
22 votes -
22 votes
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21 votes
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form redirect
option within forms to automatically forward someone to a provided URL after they submit the form
18 votes -
Sort Forms into different folders
Folder organization for Forms.
17 votes -
ability (button) to download a PDF of a Form
ability (button) to download a PDF of a Form
17 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
17 votes -
Approval workflow in forms
Approval workflow in forms
17 votes -
15 votes
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Forms - Emails sent
Hi there, when a form is completed I see two emails being sent. The first is titled:
"[user] has just completed the document ["document name"]"
When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.
They will still receive the second email with the document attached.
Thanks very much!
14 votes -
Access and complete the form without entering any information or email address
I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?
13 votes -
Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.
Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.
13 votes -
in-person signing for forms
in-person signing for forms
12 votes -
Recipient verification on Forms (Forms email validation)
Allow the signer of the form to verify the email address as mandatory step to complete the form
11 votes -
11 votes
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Forms Notifications
It would be very helpful to receive a notification/reminder when you're making a form that ALL people who fill out this form will be notified any time any other person fills out the same form. I would not have spent time making a form if I knew this, as it doesn't serve us to have hundreds of notifications going out over time. It would be better yet if it just didn't do these notifications, but until them, a notification banner on forms would be a time-saver
10 votes
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