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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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179 results found

  1. 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

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  2. 2 votes

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  3. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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  4. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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  5. 2 votes

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  6. Add tags on forms

    2 votes

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  7. 2 votes

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  8. 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

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  9. Use the data from a response to a form to automatically fill out a template

    1 vote

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  10. 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

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  11. Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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  12. The ability to see analytics i.e traffic through different applications based on embed forms on a web page.

    1 vote

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  13. 1 vote

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  14. bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name

    1 vote

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  15. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    1 vote

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  16. Option to bundle Forms

    1 vote

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  17. Customer would like the email attachment feature to also work on the form document when its complete

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. 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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