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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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111 results found

  1. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    16 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. Customize the Forms pop-up message that is visible when accessing a form from a website.

    112 votes

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    15 comments  ·  Forms  ·  Admin →
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  3. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    16 votes

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    3 comments  ·  Forms  ·  Admin →
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  4. 69 votes

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    6 comments  ·  Forms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  5. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    127 votes

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    6 comments  ·  Forms  ·  Admin →
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    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
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  8. 58 votes

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    12 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  9. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    56 votes

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    7 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!

  10. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. ability (button) to download a PDF of a Form

    38 votes

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    3 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!

  13. Option within forms to automatically forward someone to a provided URL after they submit the Form

    52 votes

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    7 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!

  14. Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. in-person signing for forms

    22 votes

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    4 comments  ·  Forms  ·  Admin →
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  16. Be able to customize branding for forms (for example change color of button "review document" )

    35 votes

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    6 comments  ·  Forms  ·  Admin →
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  17. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Allow the signer of the form to verify the email address as mandatory step to complete the form

    18 votes

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    2 comments  ·  Forms  ·  Admin →
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  20. 2 votes

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    1 comment  ·  Forms  ·  Admin →
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