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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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97 results found

  1. 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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  2. ability to print forms

    7 votes

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

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  4. Ability to change the form owner but keep the same form link.

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. 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.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  6. 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.

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. 6 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. 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.

    6 votes

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    2 comments  ·  Forms  ·  Admin →
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  10. Ability to change and edit the expiration date/validity of a form template.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. 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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  12. 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

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  14. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. ability to turn off the ReCAPTCHA on forms

    5 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  16. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  17. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. 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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  19. 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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  20. possible in a form to use any of the conditional logic to make it transfer the info into another form automatically

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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