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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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138 results found

  1. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    11 votes

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

    10 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  3. enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. 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

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  5. Ability to use QR code instead of link for forms

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Converting a form to a document

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

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    1 comment  ·  Forms  ·  Admin →
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  7. 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)

    7 votes

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    2 comments  ·  Forms  ·  Admin →
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  8. Disable creation of documents when a form is only used for viewing.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  11. 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…

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. pass tokens HubSpot to PD forms

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  14. add thank you message display after the form summation

    5 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. Pass variables and field data as URL parmaters on the form URL.

    5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  16. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    4 votes

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    3 comments  ·  Forms  ·  Admin →
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  17. 4 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Disable the ability for recipients to download forms

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  20. The title of a form can automatically or manually be changed by form recipients.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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