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Ideas to Improve PandaDoc: Forms

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Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

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 confusion.

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Aimee Baxter shared this idea  ·   ·  Admin →
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Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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  • Michael Forcier commented  · 

    This is a follow-up regarding the volume of email notifications generated for each student registration packet document. At present, receiving up to ten separate emails for a single document is excessive and creates unnecessary disruption to our workflow.

    To better support operational efficiency and reduce email fatigue, we are requesting a change to the notification settings. Specifically, we only need two email notifications per document: one when the document is first viewed and another upon completion. Additional emails beyond these two are not needed and should be eliminated.

    We ask that this adjustment be implemented as soon as possible to ensure the notification process aligns more appropriately with the needs of your customers. Thank you for addressing this matter promptly.

  • AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    The ability to change the sender in the initial email that reads 'SENDER sent you the document X'. Right now, the sender is the recipient who fills out the initial Form screen. Can it be the creator of the Form?

    For more context: If I create a Form in my account and grab the web link and send it to John to fill out, John will get an email saying 'John sent you the document X'. I would like it to say 'Christopher Ragland sent you document X'.

  • Anonymous commented  · 

    Make a way that users can adjust the number of emails that are sent out when recipients fill out the eForms. Make a way to stop the email that states the Recipient sent themselves a Document after they fill out the eForm contact questionnaire.

    For example: https://share.getcloudapp.com/llu7lgKW

  • Jonathon Gillis commented  · 

    Currently, it will send out an email automatically which says "[sender] sent you the document "document name" via PandaDoc".

    It would be useful to have the option to customize or remove the notification which gets sent out when someone opens up a form and fills out their name and email address.

  • Rana Miah commented  · 

    I am currently facing the same problem and from a professional background, sending a document that states its been sent by the client to the client is very unprofessional and our organisations professionalism will start to be questioned.

    I think this feature is such a basic thing. All we need the email subject to say is (Organisation) via PandaDoc - (Organisation) sent you a document.

    It currently saysin Client via Panda Doc - Client has sent you a document?

    If i was receiving a contract from a company that had this issue, i would 100% question their professionalism and in the end most probably would not sign up!

    Please can you fix this simple feature?

  • Jenni Niemiec commented  · 

    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

  • Trevor Dale commented  · 

    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!