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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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  2. Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Save eForm to content library

    1 vote

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  4. It would be helpful to be able to copy forms into other workspaces.

    7 votes

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  5. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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  6. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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  7. 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

    37 votes

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    5 comments  ·  Forms  ·  Admin →
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    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!

  8. Disable creation of documents when a form is only used for viewing.

    8 votes

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  9. 1 vote

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  10. Create a multi-step, multi-paged form for the the recipient to go through.

    2 votes

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  11. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Do not send a form if it is not completed

    1 vote

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  13. 2 votes

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  14. I would like to be able to have 2 relational fields for gathering client billing information.

    Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.

    Thanks,
    Maher

    1 vote

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  15. Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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  16. I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?

    1 vote

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  17. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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  18. once clicking "review document" have the ability to fill out text fields that are put in place

    1 vote

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  19. 2 votes

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  20. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    3 votes

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