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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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178 results found

  1. Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Option to download responses from multiple forms at the same time

    1 vote

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  3. The option to hide the author's name when a form is embedded.

    2 votes

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  4. The ability to enable recipients to not have to input recipient information before singing a form

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Ability to automatically disable forms once a number of signers and payment is reached.

    2 votes

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  6. Forms sandbox for testing workflows before going live

    2 votes

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  7. 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

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  8. The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
  10. Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Make forms private so not everyone with the link can access it

    3 votes

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  12. 2 votes

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  13. Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. 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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    1 comment  ·  Forms  ·  Admin →
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  15. Moving sent or completed documents to a selected PandaDoc folder - for Forms

    6 votes

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  16. If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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  17. Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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  18. The ability to see analytics i.e traffic through different applications based on embed forms on a web page.

    1 vote

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

    4 votes

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  20. 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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