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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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108 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. Ability to suggest edits to eForms.

    2 votes

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  3. Disable the ability for recipients to download forms

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 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…

    2 votes

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  5. customize the words of the form link

    2 votes

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

    2 votes

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  7. pass tokens HubSpot to PD forms

    2 votes

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  8. 2 votes

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  9. Add tags on forms

    2 votes

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  10. 2 votes

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  11. Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    2 votes

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  12. Would be useful to have the option to send the form responses CSV file to another user in the organization, including the option to send responses from the past 24 hours.

    1 vote

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  13. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    1 vote

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  14. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    1 vote

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  15. Bulk send feature for forms similar to the feature for the documents.

    1 vote

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  16. an option to customize the screen that pops up with reasons why a form is rejected

    1 vote

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  17. 1 vote

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  18. If the client starts to fill out the form but closes it before completing it - create an individual link for the form, so the client will be able to complete it.

    1 vote

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    • Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
    1 vote

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  19. 1 vote

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