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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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  2. Save eForm to content library

    1 vote

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  3. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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  4. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Do not send a form if it is not completed

    1 vote

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  8. I would like to be able to have 2 relational fields for gathering client billing information.

    Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.

    Thanks,
    Maher

    1 vote

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  9. I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?

    1 vote

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  10. once clicking "review document" have the ability to fill out text fields that are put in place

    1 vote

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  11. 1 vote

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  12. Ability to received a combined PDF for all FORM responses

    1 vote

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  13. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    1 vote

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  14. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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  15. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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  16. Ability to Manually Encrypt portions or all

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  17. Would be useful to have the option to send the form responses CSV file to another user in the organization, including the option to send responses from the past 24 hours.

    1 vote

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  18. Bulk send feature for forms similar to the feature for the documents.

    1 vote

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

    1 vote

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    • Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
    1 vote

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