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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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95 results found

  1. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    22 votes

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    5 comments  ·  Forms  ·  Admin →
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  2. 2 votes

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  3. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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  4. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    16 votes

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  5. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    3 votes

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  6. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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  8. 1 vote

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  9. Converting a form to a document

    • will allow the user to convert a form to document.
    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. 6 votes

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  11. Ability to suggest edits to eForms.

    3 votes

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  12. add image on the form link

    1 vote

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  13. 20 votes

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    3 comments  ·  Forms  ·  Admin →
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  14. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  15. 1 vote

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  16. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    14 votes

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    2 comments  ·  Forms  ·  Admin →
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  17. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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  20. 1 vote

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