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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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179 results found

  1. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. 20 votes

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    3 comments  ·  Forms  ·  Admin →
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  3. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 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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    0 comments  ·  Forms  ·  Admin →
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  5. Converting a form to a document

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

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    1 comment  ·  Forms  ·  Admin →
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  6. Bulk send feature for forms similar to the feature for the documents.

    1 vote

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  7. Ability to have optional signatory in forms

    2 votes

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

    1 vote

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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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  9. 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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  10. 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

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    2 comments  ·  Forms  ·  Admin →
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  11. 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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  12. 2 votes

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

    96 votes

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    14 comments  ·  Forms  ·  Admin →
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  14. 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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  15. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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  16. 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

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    2 comments  ·  Forms  ·  Admin →
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  17. 1 vote

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  18. 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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  19. 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?

    112 votes

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    4 comments  ·  Forms  ·  Admin →
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