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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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179 results found

  1. 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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  2. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 6 votes

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  7. ability to turn off the ReCAPTCHA on forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  8. 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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  9. add thank you message display after the form summation

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    5 votes

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  11. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. 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…

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. The title of a form can automatically or manually be changed by form recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  15. Receive only the completed document notification to the pre-assigned email in Form

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. The ability to use forms in kiosk like survey monkey do

    4 votes

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  17. Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.

    4 votes

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  20. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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