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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. 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

    7 votes

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

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  3. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  4. 2 votes

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  5. Folder organization for Forms.

    29 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  6. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  7. Availability to use custom variables for the forms (at the moment only role variables can be used)

    57 votes

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    6 comments  ·  Forms  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  8. ability (button) to download a PDF of a Form

    25 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  9. 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!

    3 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  10. 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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  11. Customize the Forms pop-up message that is visible when accessing a form from a website.

    82 votes

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    12 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!

  12. ability to print forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. signature and document forwarding in forms

    12 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  14. Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. Be able to customize branding for forms (for example change color of button "review document" )

    26 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  16. enhance PandaForms

    10 votes

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  17. 12 votes

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  18. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    28 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  19. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    4 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  20. 38 votes

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    Idea  ·  8 comments  ·  Forms  ·  Admin →
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