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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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148 results found

  1. The title of a form can automatically or manually be changed by form recipients.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. pass tokens HubSpot to PD forms

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. 48 votes

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    12 comments  ·  Forms  ·  Admin →
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    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Hi there, when a form is completed I see two emails being sent. The first is titled:

    "[user] has just completed the document ["document name"]"

    When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.

    They will still receive the second email with the document attached.

    Thanks very much!

    17 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Separate notifications settings for regular documents and documents created from forms

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Ability to use QR code instead of link for forms

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. Ability to turn on password protection for embedded forms without specific email signers assigned

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Ability to change and edit the expiration date/validity of a form template.

    4 votes

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  10. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  11. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. ability to turn off the ReCAPTCHA on forms

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  16. in-person signing for forms

    14 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  17. Allow the signer of the form to verify the email address as mandatory step to complete the form

    14 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. 36 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  20. 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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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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