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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Moving sent or completed documents to a selected PandaDoc folder - for Forms

    6 votes

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  3. Ability to use variables in title with forms,

    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 1 vote

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  5. 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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  6. 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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  7. 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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  8. 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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  9. option to generate documents from Forms that were completed only

    2 votes

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

    2 votes

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  11. 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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  12. 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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  13. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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  14. ability to provide tally for Forms if used as a Survey

    2 votes

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  15. 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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  16. Ability to download eForm as PDF to share to other users.

    2 votes

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  17. Save eForm to content library

    1 vote

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  18. 2 votes

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  19. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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  20. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not planned  ·  0 comments  ·  Forms  ·  Admin →
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