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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    4 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  3. 1 vote

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  4. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    6 votes

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  5. when a form is completed, can I choose who receives the response

    3 votes

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  6. add thank you message display after the form summation

    6 votes

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  7. 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

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  8. 1 vote

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  9. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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  10. Add tags on forms

    2 votes

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  11. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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  12. 2 votes

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  13. 1 vote

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  14. 3 votes

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  15. As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.

    I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.

    1 vote

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  16. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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  17. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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  18. 3 votes

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