Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    7 votes

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    0 comments  ·  Forms  ·  Admin →

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  3. 9 votes

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    1 comment  ·  Forms  ·  Admin →

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  4. Converting a form to a document

    • will allow the user to convert a form to document.
    5 votes

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    1 comment  ·  Forms  ·  Admin →

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  5. Customize the Forms pop-up message that is visible when accessing a form from a website.

    46 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →

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  6. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    7 votes

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    0 comments  ·  Forms  ·  Admin →

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

    2 votes

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  8. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    57 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →

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  9. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    4 votes

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    1 comment  ·  Forms  ·  Admin →

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  10. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    2 votes

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  11. Conditional logic for the forms.

    20 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →

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  12. 3 votes

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  13. 8 votes

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    2 comments  ·  Forms  ·  Admin →

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  14. Availability to use custom variables for the forms (at the moment only role variables can be used)

    25 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →

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  15. 19 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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  16. It would be very helpful to receive a notification/reminder when you're making a form that ALL people who fill out this form will be notified any time any other person fills out the same form. I would not have spent time making a form if I knew this, as it doesn't serve us to have hundreds of notifications going out over time. It would be better yet if it just didn't do these notifications, but until them, a notification banner on forms would be a time-saver

    8 votes

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

    1 vote

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  18. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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  19. 1 vote

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  20. Ability to suggest edits to eForms.

    2 votes

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