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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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177 results found

  1. 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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  2. 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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  3. Ability to use variables in title with forms,

    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Allow recipients to revisit unfinished forms without having to restart the form process.

    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Converting a form to a document

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

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    1 comment  ·  Forms  ·  Admin →
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  6. pass tokens HubSpot to PD forms

    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  8. It would be helpful to be able to copy forms into other workspaces.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. The ability to download a Form as an Excel file

    8 votes

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    2 comments  ·  Forms  ·  Admin →
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  10. Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    8 votes

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    1 comment  ·  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

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  13. 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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  14. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  16. ability to print forms

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Ability to secure forms with passwords/ sms verfications/ email verifications

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Moving sent or completed documents to a selected PandaDoc folder - for Forms

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not planned  ·  0 comments  ·  Forms  ·  Admin →
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  20. Ability to change the form owner but keep the same form link.

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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