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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    2 votes

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    • Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
    1 vote

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  2. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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  4. 2 votes

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  5. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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  7. Customize the Forms pop-up message that is visible when accessing a form from a website.

    92 votes

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    13 comments  ·  Forms  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    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. 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)

    11 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. 1 vote

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  10. 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

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  11. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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  12. Option to check how many views the Form link has (without reponses).

    1 vote

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  13. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    2 votes

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  14. 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?

    105 votes

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

    62 votes

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    7 comments  ·  Forms  ·  Admin →
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  16. 6 votes

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  17. documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  18. 41 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!

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

    3 votes

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