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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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89 results found

  1. Ability to change and edit the expiration date/validity of a form template.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. 1 vote

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  3. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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  4. ability to turn off the ReCAPTCHA on forms

    6 votes

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  5. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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  6. 1 vote

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  7. when a form is completed, can I choose who receives the response

    3 votes

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  8. in-person signing for forms

    21 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  9. Allow the signer of the form to verify the email address as mandatory step to complete the form

    17 votes

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

    7 votes

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  11. As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.

    I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.

    1 vote

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  12. Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  13. Add tags on forms

    2 votes

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  14. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  15. 2 votes

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  16. Folder organization for Forms.

    33 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  17. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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  18. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    4 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  19. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  20. ability to print forms

    10 votes

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