Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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72 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

    7 votes

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    0 comments  ·  Forms  ·  Admin →

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  2. 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

    7 votes

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  3. in-person signing for forms

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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  4. Ability to use QR code instead of link for forms

    6 votes

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  5. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    6 votes

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  6. Converting a form to a document

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

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    1 comment  ·  Forms  ·  Admin →

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  7. 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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  8. 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)

    4 votes

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    1 comment  ·  Forms  ·  Admin →

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  9. Separate notifications settings for regular documents and documents created from forms

    4 votes

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    1 comment  ·  Forms  ·  Admin →

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  10. Ability to change and edit the expiration date/validity of a form template.

    4 votes

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  11. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    4 votes

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  12. add thank you message display after the form summation

    4 votes

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  13. Possibility to automatically send a form/survey to the recipient once they have completed signing a document

    4 votes

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  14. 3 votes

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  15. Ability to turn on password protection for embedded forms without specific email signers assigned

    3 votes

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  16. when a form is completed, can I choose who receives the response

    3 votes

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  17. 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

    3 votes

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  18. 3 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  19. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    3 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →

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  20. ability to print forms

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →

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