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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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167 results found

  1. 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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  2. 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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  3. ability to print forms

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. 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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  7. 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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  8. ability to turn off the ReCAPTCHA on forms

    5 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  9. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. Ability to change and edit the expiration date/validity of a form template.

    4 votes

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  16. Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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

    3 votes

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  18. The ability to use forms in kiosk like survey monkey do

    3 votes

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  19. 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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  20. 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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