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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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155 results found

  1. Allow Sender to change Form Names for each form sent out. This way each form is specific to who may have filled it out.

    2 votes

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  2. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Create a multi-step, multi-paged form for the the recipient to go through.

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.

    2 votes

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  7. Ability to add the table to the content library from the Form level.

    2 votes

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  8. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    2 votes

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  9. 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.

    2 votes

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  10. 2 votes

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  11. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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  12. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    2 votes

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  13. 2 votes

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  14. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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  15. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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  16. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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  18. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    2 votes

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  19. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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  20. 2 votes

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