205 results found
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Change name of person sending file
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1 vote -
Conditional Logic Between Form Fields and Pricing Tables
A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.
For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.
2 votes -
Allow Smart Form Fields to Populate Values Even When Hidden
Currently, in PandaDoc Smart Forms, when a rule both hides a field and sets its default value, the value is not populated because hidden fields default to empty.
The solution is to allow hidden fields to retain or populate their values when set by a rule, so users can hide fields from the form interface while still leveraging their values.
2 votes -
Smart Forms: Restore Deleted Smart Forms
restore smart forms
2 votes -
Native Variables for Net Total and Tax Total Across All Pricing Tables
We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.
Business Case:
Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totalsUsers with multiple pricing tables (one per page/product) need these calculations without manual formula setup
This would improve consistency and reduce setup complexity for multi-table documents
Net and tax totals are as fundamental as gross totals for business documentationCurrent Limitation:
While Document.Value sums gross totals across all pricing tables, users must manually create custom…1 vote -
Smart Forms: mapping fields improvements
I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.
2 votes -
Form attachments hover and open instead of downloading
When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.
2 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
5 votes -
Customize Forms initial prompts text
We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.
1 vote -
When selecting a product from a Product Box - group all products together to improve the view
When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote
1 vote -
Auto and Manual sort of products on Forms and Quotes
Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.
It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.
1 vote -
Linked fields in Smart Forms.
Linked fields in Smart Forms.
1 vote -
Smart Form: Allow for fillable fields to relay
Ability to pass in fillable fields (merge fields) for field default values (just like API) from a smart form into a document
3 votes -
Post-Signing Redirect or Final Page Customization
After a user completes the signing process, the system should either:
Redirect the user to a custom URL, or
Display a customizable final destination page, where additional options, messaging, or actions can be presented.
Benefits:
✅ Improved user experience — Redirecting to a branded thank-you or onboarding page keeps users engaged.
✅ Increased conversion opportunities — Guide users to next steps (e.g., booking a call, downloading a file, visiting a dashboard).
✅ Customization flexibility — Different user types or workflows can be directed to different pages or tailored messages.
Optional Enhancement:
Allow users to edit or confirm final details (e.g.,…1 vote -
[Smart Form] dropdown option for contact preset
We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.
2 votes -
Copy Smart Forms into other Workspace
Ability to copy Smart Forms into other Workspace.
There's a post that mentions this feature, but for the normal Forms here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45975388-ability-to-copy-forms-into-another-workspace
1 vote -
Add Collaborative Members to a form
Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!
1 vote -
Conditional questions in Smart Forms
Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.
7 votes -
Form Routing to Different Emails (using dropdown)
We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.
2 votes -
Collect files field for Smart forms
Ability to use the 'collect files' field with Smart forms
2 votes
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