179 results found
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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.
2 votes -
2 votes
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Hide names of assigned roles in Forms
Be able to hide the person's name assigned to roles within forms from other signers.
2 votes -
Add questions before the form
Add questions before the form about recipient to gather data before the recipient begins filling out a form.
2 votes -
2 votes
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Add/create tags on forms
Add tags on forms
2 votes -
2 votes
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self sign electronically
The ability to sign the form from our end electronically through PandaDoc after we have received the signed copy back from the client. This will save us from having to print out each signed document and hand sign and then scan it and send it back to the client signed from our end.
1 vote -
Form data to auto-populate in a template
Use the data from a response to a form to automatically fill out a template
1 vote -
Import Form Selections from CSV Upload
If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.
1 vote -
Embedded form: hide the section on the top of the form that displays a recipient's email address
Embedded form: hide the section on the top of the form that displays a recipient's email address
1 vote -
Analytics for embedded form
The ability to see analytics i.e traffic through different applications based on embed forms on a web page.
1 vote -
1 vote
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below! -
bypass secondary recipient in forms
bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name
1 vote -
Recipient Groups in Forms
We would like to use recipient groups in Forms. Currently, they are only available on documents.
1 vote -
Bundle Forms
Option to bundle Forms
1 vote -
Email attachment included on completed email sent on Form documents
Customer would like the email attachment feature to also work on the form document when its complete
1 vote -
1 vote
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Ability to remove the "by [client name]" section of a form
Ability to remove the "by [client name]" section of a form
1 vote -
Square: we have multiple locations but can only use one to take payment.
We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.
1 vote
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