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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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177 results found

  1. Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. 6 votes

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  4. 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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  5. Ability to change and edit the expiration date/validity of a form template.

    6 votes

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  6. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    6 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  7. add thank you message display after the form summation

    6 votes

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    Idea  ·  0 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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  9. ability to turn off the ReCAPTCHA on forms

    5 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  11. The ability to use forms in kiosk like survey monkey do

    4 votes

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  12. Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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  13. 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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  14. The title of a form can automatically or manually be changed by form recipients.

    4 votes

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  15. 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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  16. Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. The ability to enable recipients to not have to input recipient information before singing a form

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form

    3 votes

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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!

  19. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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  20. Make forms private so not everyone with the link can access it

    3 votes

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