192 results found
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Multi-Step Form
Create a multi-step, multi-paged form for the the recipient to go through.
4 votes -
Allow for delivery delay of forms
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 -
Ability to collect form data and map to Google Sheets
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 -
Mobile friendly Forms
I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.
4 votes -
Form-Secondary-Recipient's Email Notification
If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.
4 votes -
Edit Form Responses
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 -
Personalize/Change the Form Web Link that is shared
customize the words of the form link
4 votes -
Notifications settings from documents created from Forms to be separated from the notifications for the regular documents
Separate notifications settings for regular documents and documents created from forms
4 votes -
Remove ''New Form'' document has been completed by all participants email for anyone who has completed a form
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!4 votes -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
3 votes -
Convert a document directly to a form
I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.
3 votes -
3 votes
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Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
3 votes -
Change the subject line of the form
The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
take or upload photo in Forms
a feature in forms to take a photo on mobile/tablet to upload to a form
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Add the Collect Files field to your form, then publish it.
- If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
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Make forms private
Make forms private so not everyone with the link can access it
3 votes -
Remove response from form/ CSV when deleting the form response document
Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.
3 votes -
Ability to view form analytics
Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.
3 votes -
Form with Optional Second Signer
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 -
Ability to pull values from completed Pandadoc Forms and create/update values in selected Google Sheet
This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )
3 votes
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