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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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179 results found

  1. Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Ability to change the form owner but keep the same form link.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.

    2 votes

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  4. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  5. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    1 vote

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  6. 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 →
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  7. 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.

    3 votes

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  8. 2 votes

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  9. Option to bundle Forms

    1 vote

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  10. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  11. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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  12. Customer would like the email attachment feature to also work on the form document when its complete

    1 vote

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  13. option to generate documents from Forms that were completed only

    2 votes

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  14. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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  15. 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. : )

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  16. Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.

    Improvement in Codes (specific characters )

    2 votes

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  17. 1 vote

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  18. ability to provide tally for Forms if used as a Survey

    2 votes

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  19. We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.

    1 vote

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  20. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    https://pandadoc.zendesk.com/agent/tickets/559774

    1 vote

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