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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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183 results found

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

    1 vote

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  2. 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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  3. 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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  4. Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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  5. 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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  6. 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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  7. 2 votes

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  8. 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.

    4 votes

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

    2 votes

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

    3 votes

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  11. 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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  12. 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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  13. Option to add metadata to the forms

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

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  14. 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.

    4 votes

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

    1 vote

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

    3 votes

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  17. 3 votes

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  18. 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.

    8 votes

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  19. 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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