Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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?

    50 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  2. Customize the Forms pop-up message that is visible when accessing a form from a website.

    40 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →

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  3. Availability to use custom variables for the forms (at the moment only role variables can be used)

    21 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  4. The option to set up different names for the documents created from one form.

    16 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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  5. 15 votes

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  6. Be able to customize branding for forms (for example change color of button "review document" )

    14 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →

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  7. 14 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  8. Conditional logic for the forms.

    13 votes

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  9. option within forms to automatically forward someone to a provided URL after they submit the form

    13 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →

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  10. Approval workflow in forms

    12 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →

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  11. ability (button) to download a PDF of a Form

    11 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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  12. 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?

    10 votes

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  13. Folder organization for Forms.

    10 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  14. enhance PandaForms

    8 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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  15. 8 votes

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  16. signature and document forwarding in forms

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  17. in-person signing for forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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  18. 5 votes

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    2 comments  ·  Forms  ·  Admin →

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  19. 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

    5 votes

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    0 comments  ·  Forms  ·  Admin →

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  20. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    5 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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