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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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138 results found

  1. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    78 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  2. Customize the Forms pop-up message that is visible when accessing a form from a website.

    66 votes

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    Idea  ·  9 comments  ·  Forms  ·  Admin →
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  3. Availability to use custom variables for the forms (at the moment only role variables can be used)

    47 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  4. 43 votes

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    11 comments  ·  Forms  ·  Admin →
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  5. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    27 votes

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    4 comments  ·  Forms  ·  Admin →
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  6. 25 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  7. option within forms to automatically forward someone to a provided URL after they submit the form

    25 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  8. 23 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  9. Be able to customize branding for forms (for example change color of button "review document" )

    21 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  10. Approval workflow in forms

    21 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  11. Folder organization for Forms.

    20 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  12. ability (button) to download a PDF of a Form

    19 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  13. 16 votes

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    3 comments  ·  Forms  ·  Admin →
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  14. Hi there, when a form is completed I see two emails being sent. The first is titled:

    "[user] has just completed the document ["document name"]"

    When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.

    They will still receive the second email with the document attached.

    Thanks very much!

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    16 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  16. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    15 votes

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    4 comments  ·  Forms  ·  Admin →
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  17. in-person signing for forms

    14 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  18. Allow the signer of the form to verify the email address as mandatory step to complete the form

    13 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  19. It would be very helpful to receive a notification/reminder when you're making a form that ALL people who fill out this form will be notified any time any other person fills out the same form. I would not have spent time making a form if I knew this, as it doesn't serve us to have hundreds of notifications going out over time. It would be better yet if it just didn't do these notifications, but until them, a notification banner on forms would be a time-saver

    12 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. 12 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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