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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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185 results found

  1. an option to customize the screen that pops up with reasons why a form is rejected

    3 votes

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  2. 3 votes

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  3. Ability to received a combined PDF for all FORM responses

    1 vote

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  4. Ability to add the table to the content library from the Form level.

    2 votes

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  5. 10 votes

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    2 comments  ·  Forms  ·  Admin →
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  6. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    1 vote

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  7. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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  8. 64 votes

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    12 comments  ·  Forms  ·  Admin →
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    Hi 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!

  9. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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  10. 24 votes

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    3 comments  ·  Forms  ·  Admin →
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  11. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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  12. Converting a form to a document

    • will allow the user to convert a form to document.
    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. 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

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  14. Bulk send feature for forms similar to the feature for the documents.

    1 vote

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  15. Ability to have optional signatory in forms

    2 votes

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  16. 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.

    4 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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  17. 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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  18. 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)

    14 votes

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

    102 votes

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    14 comments  ·  Forms  ·  Admin →
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