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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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184 results found

  1. ability (button) to download a PDF of a Form

    36 votes

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    3 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!

  2. 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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  3. Option within forms to automatically forward someone to a provided URL after they submit the Form

    47 votes

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    7 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!

  4. Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  5. in-person signing for forms

    21 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  6. Ability to use QR code instead of link for forms

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. 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.

    7 votes

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    2 comments  ·  Forms  ·  Admin →
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  8. 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…

    5 votes

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

    17 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  10. 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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  11. 1 vote

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  12. 2 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. customize the words of the form link

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  14. The title of a form can automatically or manually be changed by form recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Ability to change and edit the expiration date/validity of a form template.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. add image on the form link

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. signature and document forwarding in forms

    15 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  18. Separate notifications settings for regular documents and documents created from forms

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  20. ability to turn off the ReCAPTCHA on forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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