173 results found
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Automations based on Forms
Automations based on Forms
18 votes -
Conditional questions in Smart Forms
Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.
3 votes -
Form: one-time document creation
A document will generate only once from the same recipient email.
2 votes -
Form prefill from the host websites
Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website
2 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
6 votes -
Variables in title with Forms
Ability to use variables in title with forms,
22 votes -
6 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below! -
Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
2 votes -
3 votes
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Convert a document directly to a form
I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.
3 votes -
Set a product price and change the currency for the document based on smart form selection.
Set a product price and change the currency for the document based on smart form selection.
2 votes -
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
2 votes -
Ability to append first.last name of recipient in subject line
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.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Smart Form: More field options and more Validation options
Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.
2 votes -
Forms: receive only the completed document notification to the pre-assigned email
Receive only the completed document notification to the pre-assigned email in Form
3 votes -
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
3 votes -
Ability to download a csv on all active Forms responses
Option to download responses from multiple forms at the same time
1 vote -
Hide form owner name on embedded forms
The option to hide the author's name when a form is embedded.
2 votes -
Bypass recipient information input in forms
The ability to enable recipients to not have to input recipient information before singing a form
3 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team via your PandaDoc account. For more information, please click the link below! -
Automatically disable form
Ability to automatically disable forms once a number of signers and payment is reached.
2 votes
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