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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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148 results found

  1. Pass variables and field data as URL parmaters on the form URL.

    5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  2. 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

    4 votes

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

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 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.

    4 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  5. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. 4 votes

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

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. 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.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. 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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  10. 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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  11. Ability to change and edit the expiration date/validity of a form template.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  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

    4 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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  14. possible in a form to use any of the conditional logic to make it transfer the info into another form automatically

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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  16. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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  17. The ability to download a Form as an Excel file

    3 votes

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  18. When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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  19. Ability to suggest edits to eForms.

    3 votes

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  20. 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…

    3 votes

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