90 results found
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Add Collect files/File Upload field to Smart Forms
Description:
Smart Forms don’t currently support file uploads from the recipient. The Collect files field is available in templates and documents, but it isn’t in the Smart Form field picker. Recipients can only attach files inside the generated document after they submit the form.
Current behavior:
The Smart Form field picker offers Short text, Long text, Number, Email, Phone number, Date, Multiple choice, Checkboxes, Dropdown, and Layout blocks (Title, Image). There is no file upload option.
Workaround: add a File Upload Field to the template behind the Smart Form, so recipients attach files in the document after completing the form.…
1 vote -
Unpublish multiple forms at once
Unpublish multiple forms at once
2 votes -
Multi-Step/Paginated Smart Forms Support
Description:
Currently, Smart Forms display all fields on a single page. There is a customer need for the ability to create multi-step web forms where users progress through sequential pages using a "Continue" or "Next" button, with each step containing a subset of fields.
Use Case:
Customers are looking to replicate step-through form experiences from other providers. Typical workflows require:Step 1: Collect owner information
Step 2: Collect additional details
Step 3: Final confirmation
etc.Requested Requirements:
Support multiple pages/steps within a single Smart Form
Navigation buttons (Continue/Next, Previous/Back) between steps1 vote -
Allow form revisions before final signature
With Templates, a secondary signer can decline to sign and leave a comment explaining what needs updating. This removes the signature but retains all other fillable form field values, allowing the original signer to revise and re-sign without having to repopulate the entire form from scratch. Please implement the same functionality for Forms.
1 vote -
Collect Form Data
Ability to use an existing form on the Collect Form Data in Workflows.
1 vote -
Smart Form editor: place fields side by side instead of a list format
Currently, when creating a smart form, the fields appear in a list. We would like them to be able to be placed side-by-side.
2 votes -
Rearrange Fields in Contact Preset when using Smart Forms
rearrange fields in the contact preset when using Smart Forms. Example: force “State” to be above “Postal code” and “Country”
2 votes -
Multiple Form Owners in One Form
Allow the possibility for one form to have multiple owners
2 votes -
Smart Forms: Add blurred background image of form behind pop up window
The old forms feature had a blurred background image of a form behind the pop up window. Smart Forms do not have the background image and I prefer it.
1 vote -
Smart Forms: Change name of person sending document
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
2 votes -
Conditional Logic Between Form Fields and Pricing Tables
A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.
For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Smart Forms: mapping fields improvements
I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.
5 votes -
Export all of Smart Form submission as PDFs in one click.
Export all of Smart Form submission as PDFs in one click.
1 vote -
We would like a way to lock signature list on templates
We would like a way to lock signature list on templates. We have had users add additional signatures that are not needed on our forms.
1 vote -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
7 votes -
Allow Smart Form Fields to Populate Values Even When Hidden
Currently, in PandaDoc Smart Forms, when a rule both hides a field and sets its default value, the value is not populated because hidden fields default to empty.
The solution is to allow hidden fields to retain or populate their values when set by a rule, so users can hide fields from the form interface while still leveraging their values.
2 votes -
The ability to apply an expiration date to a form link
It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.
1 vote -
Smart Forms: Restore Deleted Smart Forms
restore smart forms
2 votes -
Form attachments hover and open instead of downloading
When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.
2 votes -
Collect files field for Smart forms
Ability to use the 'collect files' field with Smart forms
6 votes
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