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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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148 results found

  1. 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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  2. signature and document forwarding in forms

    12 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  3. 12 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. 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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  5. 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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  6. enhance PandaForms

    10 votes

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

    8 votes

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

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. Ability to use QR code instead of link for forms

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Disable creation of documents when a form is only used for viewing.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  12. It would be helpful to be able to copy forms into other workspaces.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. 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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  14. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. 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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  16. ability to print forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. add thank you message display after the form summation

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  18. Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Ability to turn on password protection for embedded forms without specific email signers assigned

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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