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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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179 results found

  1. 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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  2. ability (button) to download a PDF of a Form

    34 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!

  3. 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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  4. 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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  5. Customize the Forms pop-up message that is visible when accessing a form from a website.

    96 votes

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    14 comments  ·  Forms  ·  Admin →
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  6. ability to print forms

    9 votes

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

    14 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  8. 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.

    3 votes

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

    33 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  10. enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  11. 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…

    50 votes

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    6 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. 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

    6 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  13. 47 votes

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    8 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  14. add thank you message display after the form summation

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. Pass variables and field data as URL parmaters on the form URL.

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  16. 3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Option within forms to automatically forward someone to a provided URL after they submit the Form

    40 votes

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    7 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!

  18. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    111 votes

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    4 comments  ·  Forms  ·  Admin →
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  19. 3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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