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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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179 results found

  1. 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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    0 comments  ·  Forms  ·  Admin →
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  2. Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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  3. I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?

    1 vote

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  4. 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.

    4 votes

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  5. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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  6. once clicking "review document" have the ability to fill out text fields that are put in place

    1 vote

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  7. 2 votes

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  8. 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.

    3 votes

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  9. 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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  10. 1 vote

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  11. Ability to received a combined PDF for all FORM responses

    1 vote

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

    2 votes

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  13. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    1 vote

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  14. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    16 votes

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  15. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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  16. 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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  17. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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  18. Ability to Manually Encrypt portions or all

    1 vote

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  19. 56 votes

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    12 comments  ·  Forms  ·  Admin →
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    Hi there! 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!

  20. 2 votes

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