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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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151 results found

  1. Forms sandbox for testing workflows before going live

    Forms sandbox for testing workflows before going live

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Forms: receive only the completed document notification to the pre-assigned email

    Receive only the completed document notification to the pre-assigned email in Form

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Smart Forms Send via text (SMS)

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Encryption and Security of Forms

    Ability to secure forms with passwords/ sms verfications/ email verifications

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  5. Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Import Form Selections from CSV Upload

    If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. Bypass recipient information input in forms

    The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. Embedded form: hide the section on the top of the form that displays a recipient's email address

    Embedded form: hide the section on the top of the form that displays a recipient's email address

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Change the subject line of the form

    The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  10. Abilty for eforms to use gathered data and automatically use it on a document

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. take or upload photo in Forms

    a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.

  12. Remove response from form/ CSV when deleting the form response document

    Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  13. Automations based on Forms

    Automations based on Forms

    24 votes

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    3 comments  ·  Forms  ·  Admin →
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  14. Recipient Groups in Forms

    We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Remove the option to leave a public comment on a form

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

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. Email attachment included on completed email sent on Form documents

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

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. Export one CSV report for all forms at once

    2 votes

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  18. Automations: Forms: Move created Sent or Completed Form Documents to a PD Folder or Google Drive

    Moving sent or completed documents to a selected PandaDoc folder or Google Drive - for Forms

    7 votes

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  19. Variables in title with Forms

    Ability to use variables in title with forms,

    35 votes

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    4 comments  ·  Forms  ·  Admin →
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  20. Ability to remove the "by [client name]" section of a form

    Ability to remove the "by [client name]" section of a form

    3 votes

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