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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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195 results found

  1. Ability to allot and limit the number of forms per user

    2 votes

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  2. Ability to copy Smart Forms into other Workspace.

    There's a post that mentions this feature, but for the normal Forms here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45975388-ability-to-copy-forms-into-another-workspace

    1 vote

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  3. Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!

    1 vote

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  4. When creating a form, you can choose a specific number (x) of available submissions. This link can then be embedded into a website or shared with a selected group via chat or other channels. By introducing an (artificial) limitation, the offer becomes more exclusive and time-sensitive—encouraging faster action from potential respondents. Once the predefined number of submissions has been signed—starting with the first person, regardless of whether others in a group still need to sign—the form will automatically be taken offline.

    1 vote

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  5. We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.

    2 votes

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  6. Ability to pass in fillable fields (merge fields) for field default values (just like API) from a smart form into a document

    2 votes

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  7. We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.

    2 votes

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  8. Ability to use the 'collect files' field with Smart forms

    1 vote

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  9. Create Smart forms by uploading a file

    1 vote

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  10. Have a way to limit the clients response to the form sent to them

    3 votes

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  11. Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.

    2 votes

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  12. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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  13. 1 vote

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    1 comment  ·  Forms  ·  Admin →
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  14. Once a recipient fills in their email, a unique link is sent to their email to fill out the form. They should not be able to fill in the form before the link is emailed to them. Essentially "Review Document" option should not be there.

    1 vote

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  15. To download the CSV file for one form response, not for all responses from one form

    2 votes

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  16. Option to create signing order groups in Forms

    2 votes

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  17. 2 votes

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  18. Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank…

    1 vote

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  19. eForms subject line settings. Be able to have more control over subject line for eForms.

    2 votes

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  20. Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf

    2 votes

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