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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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89 results found

  1. Ability to change the form owner but keep the same form link.

    10 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. 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.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  3. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  4. 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.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Allow recipients to revisit unfinished forms without having to restart the form process.

    13 votes

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

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. The ability to merge forms together into one form.

    2 votes

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  8. 2 votes

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  9. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  11. 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?

    23 votes

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

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. 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?

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. 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.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Do not create a document with responses in case a recipient does not complete a form

    1 vote

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  18. 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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    0 comments  ·  Forms  ·  Admin →
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  19. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  20. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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