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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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203 results found

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

    2 votes

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

    2 votes

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  4. 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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  5. 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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  6. Allow recipients to revisit unfinished forms without having to restart the form process.

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. 2 votes

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  8. 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.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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

    2 votes

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

    4 votes

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  12. The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.

    1 vote

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  13. The ability to download a Form as an Excel file

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  14. The ability to merge forms together into one form.

    2 votes

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  15. 2 votes

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  16. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  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 →
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  19. 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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  20. It would be helpful to be able to copy forms into other workspaces.

    8 votes

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