173 results found
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when a form is completed, can I choose who receives the response
when a form is completed, can I choose who receives the response
3 votes -
Forms workflow: embed form link to the document
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.
3 votes -
3 votes
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3 votes
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Form: one-time document creation
A document will generate only once from the same recipient email.
2 votes -
Form prefill from the host websites
Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website
2 votes -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
2 votes -
Set a product price and change the currency for the document based on smart form selection.
Set a product price and change the currency for the document based on smart form selection.
2 votes -
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
2 votes -
Smart Form: More field options and more Validation options
Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.
2 votes -
Hide form owner name on embedded forms
The option to hide the author's name when a form is embedded.
2 votes -
Automatically disable form
Ability to automatically disable forms once a number of signers and payment is reached.
2 votes -
Ability to append first.last name of recipient in subject line
We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "
Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.
Thank you for considering it.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Forms sandbox for testing workflows before going live
Forms sandbox for testing workflows before going live
2 votes -
Transfer data from one form to another form automatically
To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.2 votes -
Smart Forms: Ability to set Sender Role instead of using Owner's Name
I’d LOVE to NOT have hundreds to thousands (no exaggeration) of email out there that say “Kristin Van Cleaf sent you a document.” I don’t think I’ve sent any of them, I just created the templates and forms. Especially for forms started from website links…those in particular it’d be nice if it used the name of the person who started the form.
2 votes -
bypass secondary recipient in forms
bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name
2 votes -
2 votes
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Require the form signer to fill in all prompt options to be able to review the document
Require the form signer to fill in all prompt options to be able to review the document
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
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Remove response from form/ CSV when deleting the form response document
Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.
2 votes
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