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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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177 results found

  1. Automations based on Forms

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Ability to secure forms with passwords/ sms verfications/ email verifications

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. 2 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. The ability to enable recipients to not have to input recipient information before singing a form

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Ability to use variables in title with forms,

    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Forms sandbox for testing workflows before going live

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Receive only the completed document notification to the pre-assigned email in Form

    2 votes

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  9. To be able to transfer data from one form ( Form1) to another form (Form2) automatically

    2 votes

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  10. The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form

    3 votes

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    Hi. 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!

  11. I’d LOVE to NOT have hundreds to thousands (no exaggeration) of email out there that say “Kristin Van Cleaf sent you a document.” I don’t think I’ve sent any of them, I just created the templates and forms. Especially for forms started from website links…those in particular it’d be nice if it used the name of the person who started the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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  13. We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "

    Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.

    Thank you for considering it.

    1 vote

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  14. Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Ability to use forms in Rooms

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. Make forms private so not everyone with the link can access it

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Use the data from a response to a form to automatically fill out a template

    1 vote

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  18. bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  19. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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