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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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137 results found

  1. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    4 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  2. 1 vote

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    2 comments  ·  Forms  ·  Admin →
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  3. Ability to change the form owner but keep the same form link.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. possible in a form to use any of the conditional logic to make it transfer the info into another form automatically

    3 votes

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  5. 2 votes

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  6. 2 votes

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  7. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  8. Allow Sender to change Form Names for each form sent out. This way each form is specific to who may have filled it out.

    2 votes

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  9. Create a form to collect information, and then use the information from that form to generate an agreement that has been prefilled with information from the form

    3 votes

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  10. 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.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Create a multi-step, multi-paged form for the the recipient to go through.

    2 votes

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  12. The ability to merge forms together into one form.

    1 vote

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  13. Ability to change the name of the form to one of the fields within the form.

    1 vote

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  14. Ability to publish forms without the fields being assigned to a role.

    1 vote

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  15. 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?

    15 votes

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    4 comments  ·  Forms  ·  Admin →
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  16. Do not send a form if it is not completed

    1 vote

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  17. 2 votes

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  18. "table view in the reporting feature where I can see all responses to a form, each row being a form response"

    2 votes

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  19. 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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  20. Make a way that users can adjust the number of emails that are sent out when recipients fill out the eForms. Make a way to stop the email that states the Recipient sent themselves a Document after they fill out the eForm contact questionnaire.

    For example: https://share.getcloudapp.com/llu7lgKW

    1 vote

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