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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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105 results found

  1. 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

    33 votes

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    5 comments  ·  Forms  ·  Admin →
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  2. 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.

    32 votes

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    Idea  ·  7 comments  ·  Forms  ·  Admin →
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  3. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    31 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  4. Folder organization for Forms.

    29 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  5. Be able to customize branding for forms (for example change color of button "review document" )

    28 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  6. option within forms to automatically forward someone to a provided URL after they submit the form

    26 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  7. ability (button) to download a PDF of a Form

    25 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  8. 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?

    20 votes

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    4 comments  ·  Forms  ·  Admin →
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  9. 18 votes

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    3 comments  ·  Forms  ·  Admin →
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  10. 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!

    17 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. in-person signing for forms

    14 votes

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

    14 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  13. signature and document forwarding in forms

    14 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  14. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    13 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    12 votes

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    2 comments  ·  Forms  ·  Admin →
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  16. 12 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Converting a form to a document

    • will allow the user to convert a form to document.
    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    10 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  20. Allow recipients to revisit unfinished forms without having to restart the form process.

    9 votes

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    0 comments  ·  Forms  ·  Admin →
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