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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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179 results found

  1. The option to hide the author's name when a form is embedded.

    2 votes

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  2. Ability to automatically disable forms once a number of signers and payment is reached.

    2 votes

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  3. 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.

    2 votes

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  4. We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "

    Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.

    Thank you for considering it.

    2 votes

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  5. Forms sandbox for testing workflows before going live

    2 votes

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

    2 votes

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  7. 2 votes

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  8. To be able to transfer data from one form ( Form1) to another form (Form2) automatically

    2 votes

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  9. 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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  10. 2 votes

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  11. Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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  12. 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.

    2 votes

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  13. Ability to create folders in FORM panel

    2 votes

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  14. Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.

    2 votes

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  15. option to generate documents from Forms that were completed only

    2 votes

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  16. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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  17. Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.

    Improvement in Codes (specific characters )

    2 votes

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  18. ability to provide tally for Forms if used as a Survey

    2 votes

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  19. Ability to download eForm as PDF to share to other users.

    2 votes

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  20. 2 votes

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