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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Ability to change the name of the form to one of the fields within the form.

    2 votes

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  3. Ability to publish forms without the fields being assigned to a role.

    2 votes

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  4. 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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  5. 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.

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  7. 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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  8. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    22 votes

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    5 comments  ·  Forms  ·  Admin →
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  9. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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  10. It would be helpful to be able to copy forms into other workspaces.

    8 votes

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  11. Save eForm to content library

    1 vote

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  12. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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  13. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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  14. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    38 votes

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    5 comments  ·  Forms  ·  Admin →
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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!

  15. Disable creation of documents when a form is only used for viewing.

    8 votes

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  16. 1 vote

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  17. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Do not send a form if it is not completed

    1 vote

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  19. 2 votes

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  20. I would like to be able to have 2 relational fields for gathering client billing information.

    Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.

    Thanks,
    Maher

    1 vote

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