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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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173 results found

  1. 20 votes

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    3 comments  ·  Forms  ·  Admin →
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  2. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  3. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  5. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  8. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. customize the words of the form link

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    6 votes

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

    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. 56 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!

  14. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. 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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  16. Ability to use QR code instead of link for forms

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Ability to change and edit the expiration date/validity of a form template.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. 1 vote

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

    5 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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