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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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94 results found

  1. With Templates, a secondary signer can decline to sign and leave a comment explaining what needs updating. This removes the signature but retains all other fillable form field values, allowing the original signer to revise and re-sign without having to repopulate the entire form from scratch. Please implement the same functionality for Forms.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  2. Ability to use an existing form on the Collect Form Data in Workflows.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  3. The old forms feature had a blurred background image of a form behind the pop up window. Smart Forms do not have the background image and I prefer it.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  4. Export all of Smart Form submission as PDFs in one click.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  5. We would like a way to lock signature list on templates. We have had users add additional signatures that are not needed on our forms.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  6. It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  7. We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  8. When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  9. Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.

    It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  10. Linked fields in Smart Forms.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  11. Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  12. Create Smart forms by uploading a file

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  13. 1 vote

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    1 comment  ·  Forms  ·  Admin →
  14. Once a recipient fills in their email, a unique link is sent to their email to fill out the form. They should not be able to fill in the form before the link is emailed to them. Essentially "Review Document" option should not be there.

    1 vote

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