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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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94 results found

  1. 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 votes

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    1 comment  ·  Forms  ·  Admin →
  2. The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →
  3. Embedded form: hide the section on the top of the form that displays a recipient's email address

    3 votes

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    0 comments  ·  Forms  ·  Admin →
  4. 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 votes

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    0 comments  ·  Forms  ·  Admin →

    Hi. 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!

  5. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
  6. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
  7. Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Admin →
  8. Moving sent or completed documents to a selected PandaDoc folder or Google Drive - for Forms

    7 votes

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    0 comments  ·  Forms  ·  Admin →
  9. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
  10. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
  11. This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )

    3 votes

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    2 comments  ·  Forms  ·  Admin →
  12. 3 votes

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    0 comments  ·  Forms  ·  Admin →
  13. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not Planned  ·  0 comments  ·  Forms  ·  Admin →
  14. Ability to download eForm as PDF to share to other users.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
  15. Allow recipients to revisit unfinished forms without having to restart the form process.

    17 votes

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    1 comment  ·  Forms  ·  Admin →
  16. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    2 votes

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    0 comments  ·  Forms  ·  Admin →
  17. 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

    49 votes

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    5 comments  ·  Forms  ·  Admin →

    Hi. 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!

  18. 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?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
  19. an option to customize the screen that pops up with reasons why a form is rejected

    6 votes

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    0 comments  ·  Forms  ·  Admin →
  20. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    2 votes

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    0 comments  ·  Forms  ·  Admin →