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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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98 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.

    6 votes

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

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. 1 vote

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

    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. The ability to merge forms together into one form.

    2 votes

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  7. 2 votes

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

    2 votes

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

    2 votes

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  10. 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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  11. 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.

    6 votes

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

    2 votes

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  13. 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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  14. 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?

    22 votes

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

    8 votes

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  16. Disable creation of documents when a form is only used for viewing.

    8 votes

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  17. Create a multi-step, multi-paged form for the the recipient to go through.

    2 votes

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  18. 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.

    8 votes

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

    1 vote

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  20. 2 votes

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