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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. 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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  4. 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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  5. 6 votes

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  6. documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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  7. 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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  8. 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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  9. 1 vote

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  10. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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  11. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    16 votes

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  12. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    3 votes

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  13. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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  14. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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  15. 1 vote

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  16. Converting a form to a document

    • will allow the user to convert a form to document.
    11 votes

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  17. 6 votes

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  18. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    37 votes

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    5 comments  ·  Forms  ·  Admin →
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    Hi. 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!

  19. Ability to suggest edits to eForms.

    3 votes

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  20. add image on the form link

    1 vote

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