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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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167 results found

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

    7 votes

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  2. 1 vote

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  3. Ability to have optional signatory in forms

    2 votes

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

    8 votes

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

    8 votes

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

    11 votes

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

    1 vote

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  9. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. 2 votes

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  11. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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  12. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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  13. When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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  14. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    2 votes

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  16. Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com

    1 vote

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  17. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  19. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. 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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