179 results found
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Automations based on Forms
Automations based on Forms
16 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
6 votes -
Smart Form: More field options and more Validation options
Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.
2 votes -
2 votes
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Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
3 votes -
Variables in title with Forms
Ability to use variables in title with forms,
15 votes -
Hide form owner name on embedded forms
The option to hide the author's name when a form is embedded.
2 votes -
Bypass recipient information input in forms
The ability to enable recipients to not have to input recipient information before singing a form
3 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Automatically disable form
Ability to automatically disable forms once a number of signers and payment is reached.
2 votes -
Convert a document directly to a form
I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.
2 votes -
Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Forms sandbox for testing workflows before going live
Forms sandbox for testing workflows before going live
2 votes -
Forms: receive only the completed document notification to the pre-assigned email
Receive only the completed document notification to the pre-assigned email in Form
2 votes -
transfer data from one form to another form automatically
To be able to transfer data from one form ( Form1) to another form (Form2) automatically
2 votes -
Change the subject line of the form
The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form
3 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! -
self sign electronically
The ability to sign the form from our end electronically through PandaDoc after we have received the signed copy back from the client. This will save us from having to print out each signed document and hand sign and then scan it and send it back to the client signed from our end.
1 vote -
Smart Forms: Ability to set Sender Role instead of using Owner's Name
I’d LOVE to NOT have hundreds to thousands (no exaggeration) of email out there that say “Kristin Van Cleaf sent you a document.” I don’t think I’ve sent any of them, I just created the templates and forms. Especially for forms started from website links…those in particular it’d be nice if it used the name of the person who started the form.
2 votes -
take or upload photo in Forms
a feature in forms to take a photo on mobile/tablet to upload to a form
3 votes -
Require the form signer to fill in all prompt options to be able to review the document
Require the form signer to fill in all prompt options to be able to review the document
2 votes -
Make forms private
Make forms private so not everyone with the link can access it
3 votes
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