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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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175 results found

  1. Automations based on Forms

    12 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    1 vote

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  3. Option to bundle Forms

    1 vote

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  4. Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.

    2 votes

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

    4 votes

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

    2 votes

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  7. 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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  8. Customer would like the email attachment feature to also work on the form document when its complete

    1 vote

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  9. 1 vote

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  10. Moving sent or completed documents to a selected PandaDoc folder - for Forms

    6 votes

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  11. Ability to use variables in title with forms,

    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. 1 vote

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  13. We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.

    1 vote

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  14. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    2 votes

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  15. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    https://pandadoc.zendesk.com/agent/tickets/559774

    1 vote

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  16. The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.

    1 vote

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  17. option to generate documents from Forms that were completed only

    2 votes

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  18. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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  19. This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  20. Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.

    Improvement in Codes (specific characters )

    2 votes

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