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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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90 results found

  1. enhance PandaForms

    9 votes

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

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  3. 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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  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

    7 votes

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

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. in-person signing for forms

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  7. 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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  8. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    6 votes

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  9. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    5 votes

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    2 comments  ·  Forms  ·  Admin →
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  10. 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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  11. 5 votes

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

    5 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. 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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  14. 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.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. 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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  16. Ability to change and edit the expiration date/validity of a form template.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. 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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  18. 3 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. 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.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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