194 results found
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Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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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 -
Ability to have optional signatory in forms
Ability to have optional signatory in forms
2 votes -
Form-Secondary-Recipient's Email Notification
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 -
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)
15 votes -
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 -
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.
105 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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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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 -
Convert a form to a template
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?
123 votesHello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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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 -
Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
67 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com. -
Form link: check how many views
Option to check how many views the Form link has (without reponses).
1 vote -
Disable a PDF copy for the signed form
Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)
5 votes -
53 votes
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!
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