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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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167 results found

  1. Ability to use QR code instead of link for forms

    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Automations based on Forms

    12 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability to use variables in title with forms,

    11 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.

    11 votes

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    0 comments  ·  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. 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)

    10 votes

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    2 comments  ·  Forms  ·  Admin →
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  8. enhance PandaForms

    10 votes

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    Idea  ·  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. It would be helpful to be able to copy forms into other workspaces.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. 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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  15. Pass variables and field data as URL parmaters on the form URL.

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  16. 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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  17. 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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  18. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  19. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. 6 votes

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    0 comments  ·  Forms  ·  Admin →
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