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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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100 results found

  1. 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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  2. 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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  3. 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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  4. Option to add metadata to the forms

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

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  5. 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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  6. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    3 votes

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  7. Ability to suggest edits to eForms.

    3 votes

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  8. customize the words of the form link

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. 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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  11. 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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  12. 3 votes

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  13. 3 votes

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  14. The ability to merge forms together into one form.

    2 votes

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  15. 2 votes

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  16. Ability to change the name of the form to one of the fields within the form.

    2 votes

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  17. Ability to publish forms without the fields being assigned to a role.

    2 votes

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  18. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  19. Allow Sender to change Form Names for each form sent out. This way each form is specific to who may have filled it out.

    2 votes

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  20. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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