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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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177 results found

  1. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  2. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  3. I would like to be able to have 2 relational fields for gathering client billing information.

    Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.

    Thanks,
    Maher

    1 vote

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  4. Allow Sender to change Form Names for each form sent out. This way each form is specific to who may have filled it out.

    2 votes

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  5. I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?

    1 vote

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  6. once clicking "review document" have the ability to fill out text fields that are put in place

    1 vote

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  7. 1 vote

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  8. Ability to received a combined PDF for all FORM responses

    1 vote

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  9. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    1 vote

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  11. possible in a form to use any of the conditional logic to make it transfer the info into another form automatically

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Create a multi-step, multi-paged form for the the recipient to go through.

    2 votes

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  13. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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  14. 2 votes

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  15. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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  16. Ability to Manually Encrypt portions or all

    1 vote

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  17. 2 votes

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  18. I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.

    2 votes

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

    2 votes

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  20. 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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