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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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175 results found

  1. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    49 votes

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    6 comments  ·  Forms  ·  Admin →
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    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!

  3. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. 45 votes

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    8 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  6. Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. pass tokens HubSpot to PD forms

    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. Folder organization for Forms.

    30 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  9. ability (button) to download a PDF of a Form

    32 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. Be able to customize branding for forms (for example change color of button "review document" )

    30 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  12. Ability to suggest edits to eForms.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Ability to use QR code instead of link for forms

    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. in-person signing for forms

    17 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  15. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    6 votes

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    2 comments  ·  Forms  ·  Admin →
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  16. Allow the signer of the form to verify the email address as mandatory step to complete the form

    16 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  17. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. 1 vote

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  19. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. option within forms to automatically forward someone to a provided URL after they submit the form

    29 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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