194 results found
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Ability to collect form data and map to Google Sheets
It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.
4 votes -
Forms: send a document only when a form is completed
Do not create a document with responses in case a recipient does not complete a form
1 vote -
Create relational fields
I would like to be able to have 2 relational fields for gathering client billing information.
Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.
Thanks,
Maher1 vote -
Completed Form Notifications in Inbox
Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.
3 votes -
Improve form results user experience
Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:
1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.
2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.
Option 1
Pros:
- Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
- We can reuse some…3 votes -
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms
19 votes -
Mobile friendly Forms
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.
4 votes -
Option to add metadata to the forms
Option to add metadata to the forms
- Will allow the user to add / store meatada in forms
3 votes -
2 votes
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1 vote
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customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
3 votes -
Ability to received a combined PDF for FORM responses
Ability to received a combined PDF for all FORM responses
1 vote -
adding table to content library from the Form level
Ability to add the table to the content library from the Form level.
2 votes -
10 votes
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Restrict access to a Form for specific recipient emails
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 -
Form URL device verification
The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton
1 vote -
27 votes
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CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms
Forms feature in CRMs
64 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! -
Bulk send feature for forms similar to the feature for the documents.
Bulk send feature for forms similar to the feature for the documents.
2 votes -
Forms refresh to the initial screen after it has been completed
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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