180 results found
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CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms
Forms feature in CRMs
59 votesHi there! 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! -
Encryption Manual
Ability to Manually Encrypt portions or all
1 vote -
22 votes
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6 votes
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Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
12 votes -
Automatically send CSV file to a user with form responses
Would be useful to have the option to send the form responses CSV file to another user in the organization, including the option to send responses from the past 24 hours.
1 vote -
Bulk send feature for forms similar to the feature for the documents.
Bulk send feature for forms similar to the feature for the documents.
1 vote -
Ability to have optional signatory in forms
Ability to have optional signatory in forms
2 votes -
customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
1 vote -
Option to view right away signer of the Forms
- 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 -
Edit Form Responses
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 -
Expiration date for published forms
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)
13 votes -
Change the email of the form signer once the form is completed
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.
3 votes -
2 votes
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Customize Forms Pop-Up message: Option to edit the message from the Form wizard.
Customize the Forms pop-up message that is visible when accessing a form from a website.
96 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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instead of having all the forms attached to one it would be separate
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 -
Ability to fill out form fields (name;last name;email) via extending the URL.
Ability to fill out form fields (name;last name;email) via extending the URL.
2 votes -
Replace source file for Forms [Workaround in comments]
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
14 votes -
1 vote
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Change Form Layout
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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