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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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175 results found

  1. smart forms change button text from "submit" to "continue"

    2 votes

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  2. 2 votes

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  3. A document will generate only once from the same recipient email.

    2 votes

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  4. 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

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  5. 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

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  6. Option to download responses from multiple forms at the same time

    1 vote

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  7. 3 votes

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  8. Set a product price and change the currency for the document based on smart form selection.

    2 votes

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  9. Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form

    2 votes

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  10. 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

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  11. The option to hide the author's name when a form is embedded.

    2 votes

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  12. Ability to automatically disable forms once a number of signers and payment is reached.

    2 votes

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  13. 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

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  14. 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 votes

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

    2 votes

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  16. Receive only the completed document notification to the pre-assigned email in Form

    3 votes

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  17. 3 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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  19. Ability to secure forms with passwords/ sms verfications/ email verifications

    6 votes

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

    3 votes

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