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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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183 results found

  1. 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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  2. Option to add metadata to the forms

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

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  3. an option to customize the screen that pops up with reasons why a form is rejected

    3 votes

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  4. 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. when a form is completed, can I choose who receives the response

    3 votes

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  7. 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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  8. 3 votes

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  9. 3 votes

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  10. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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  11. Option to create signing order groups in Forms

    2 votes

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  12. 2 votes

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  13. eForms subject line settings. Be able to have more control over subject line for eForms.

    2 votes

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  14. Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf

    2 votes

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  15. smart forms change button text from "submit" to "continue"

    2 votes

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  16. 2 votes

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  17. A document will generate only once from the same recipient email.

    2 votes

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  18. Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website

    2 votes

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  19. Set a product price and change the currency for the document based on smart form selection.

    2 votes

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  20. Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form

    2 votes

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