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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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176 results found

  1. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    3 votes

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  2. 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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  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. 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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  5. Option to add metadata to the forms

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

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  6. 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.

    3 votes

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  7. 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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  8. 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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  9. Ability to suggest edits to eForms.

    3 votes

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  10. customize the words of the form link

    3 votes

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

    3 votes

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  12. 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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  13. 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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  14. 3 votes

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  15. 3 votes

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  16. Forms sandbox for testing workflows before going live

    2 votes

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  17. Receive only the completed document notification to the pre-assigned email in Form

    2 votes

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  18. 2 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. To be able to transfer data from one form ( Form1) to another form (Form2) automatically

    2 votes

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  20. I’d LOVE to NOT have hundreds to thousands (no exaggeration) of email out there that say “Kristin Van Cleaf sent you a document.” I don’t think I’ve sent any of them, I just created the templates and forms. Especially for forms started from website links…those in particular it’d be nice if it used the name of the person who started the form.

    2 votes

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