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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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90 results found

  1. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. The title of a form can automatically or manually be changed by form recipients.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. pass tokens HubSpot to PD forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. 41 votes

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    11 comments  ·  Forms  ·  Admin →
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  5. It would be very helpful to receive a notification/reminder when you're making a form that ALL people who fill out this form will be notified any time any other person fills out the same form. I would not have spent time making a form if I knew this, as it doesn't serve us to have hundreds of notifications going out over time. It would be better yet if it just didn't do these notifications, but until them, a notification banner on forms would be a time-saver

    10 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Hi there, when a form is completed I see two emails being sent. The first is titled:

    "[user] has just completed the document ["document name"]"

    When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.

    They will still receive the second email with the document attached.

    Thanks very much!

    14 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Separate notifications settings for regular documents and documents created from forms

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. Ability to use QR code instead of link for forms

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Ability to turn on password protection for embedded forms without specific email signers assigned

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Ability to change and edit the expiration date/validity of a form template.

    4 votes

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  12. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  14. ability to turn off the ReCAPTCHA on forms

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  16. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  18. in-person signing for forms

    12 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  19. Allow the signer of the form to verify the email address as mandatory step to complete the form

    11 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  20. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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