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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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177 results found

  1. 1 vote

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

    2.
    2.1
    2.2

    1 vote

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  3. ability to turn off the ReCAPTCHA on forms

    5 votes

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  4. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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  5. 1 vote

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  6. when a form is completed, can I choose who receives the response

    3 votes

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  7. in-person signing for forms

    17 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  8. Allow the signer of the form to verify the email address as mandatory step to complete the form

    16 votes

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

    6 votes

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  10. 42 votes

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    3 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!

  11. 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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  12. 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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  13. Add tags on forms

    2 votes

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  14. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  15. 2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  16. Folder organization for Forms.

    30 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  17. 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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  18. Availability to use custom variables for the forms (at the moment only role variables can be used)

    62 votes

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    7 comments  ·  Forms  ·  Admin →
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  19. ability (button) to download a PDF of a Form

    32 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  20. 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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