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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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158 results found

  1. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  2. ability to print forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  3. add thank you message display after the form summation

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. 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.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Disable the ability for recipients to download forms

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Ability to turn on password protection for embedded forms without specific email signers assigned

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. ability to turn off the ReCAPTCHA on forms

    5 votes

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  8. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  9. Ability to change the form owner but keep the same form link.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. 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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  11. The title of a form can automatically or manually be changed by form recipients.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. 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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  13. Ability to change and edit the expiration date/validity of a form template.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. 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

    4 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. The ability to use forms in kiosk like survey monkey do

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. possible in a form to use any of the conditional logic to make it transfer the info into another form automatically

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. 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

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    0 comments  ·  Forms  ·  Admin →
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  20. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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