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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  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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    0 comments  ·  Forms  ·  Admin →
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  2. Disable creation of documents when a form is only used for viewing.

    6 votes

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  3. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    11 votes

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    4 comments  ·  Forms  ·  Admin →
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  4. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    2 votes

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  5. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    2 votes

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  7. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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  8. Download a csv of all Form responses at once

    3 votes

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  9. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    5 votes

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    2 comments  ·  Forms  ·  Admin →
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  10. It would be helpful to be able to copy forms into other workspaces.

    2 votes

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  11. 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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  12. 41 votes

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    11 comments  ·  Forms  ·  Admin →
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  13. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    1 vote

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  15. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    1 vote

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  16. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    9 votes

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

    1 vote

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  18. The ability to download a Form as an Excel file

    2 votes

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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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  20. 1 vote

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