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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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159 results found

  1. Ability to add the table to the content library from the Form level.

    2 votes

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  2. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    2 votes

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  3. Would be useful to have the option to send the form responses CSV file to another user in the organization, including the option to send responses from the past 24 hours.

    1 vote

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  4. Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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  5. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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  6. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    3 votes

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  7. Bulk send feature for forms similar to the feature for the documents.

    1 vote

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  8. an option to customize the screen that pops up with reasons why a form is rejected

    1 vote

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  9. 2 votes

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  10. Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    5 votes

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  11. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    • Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
    1 vote

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  12. It would be helpful to be able to copy forms into other workspaces.

    6 votes

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  13. 1 vote

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  14. Ability to have optional signatory in forms

    2 votes

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  15. The ability to download a Form as an Excel file

    8 votes

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    2 comments  ·  Forms  ·  Admin →
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  16. Disable creation of documents when a form is only used for viewing.

    8 votes

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  17. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    2 votes

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  18. Allow recipients to revisit unfinished forms without having to restart the form process.

    11 votes

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  19. Option to check how many views the Form link has (without reponses).

    1 vote

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