148 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?
93 votesHello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference: https://support.pandadoc.com/hc/en-us/articles/360052498753-Create-Forms
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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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.
81 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
57 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms
Forms feature in CRMs
48 votesHi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
38 votes
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33 votes
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End users can not re-start a form if there’s an existing open document for that form.
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?
Prevent a customer from submitting multiple Form entries using the same email address
29 votes -
Sort Forms into different folders
Folder organization for Forms.
29 votes -
Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email
When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…
28 votes -
Approval workflow in forms
Approval workflow in forms
28 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
26 votes -
ability (button) to download a PDF of a Form
ability (button) to download a PDF of a Form
25 votes -
form redirect
option within forms to automatically forward someone to a provided URL after they submit the form
25 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.
22 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?
19 votes -
18 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!
17 votes -
in-person signing for forms
in-person signing for forms
14 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
14 votes -
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
13 votes
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