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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. 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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  3. Ability to turn on password protection for embedded forms without specific email signers assigned

    3 votes

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

    3 votes

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  5. 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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  6. 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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  7. ability to print forms

    3 votes

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  8. 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…

    3 votes

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  9. 3 votes

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  10. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    2 votes

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  11. 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.

    2 votes

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  12. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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  13. It would be helpful to be able to copy forms into other workspaces.

    2 votes

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  14. The ability to download a Form as an Excel file

    2 votes

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  15. 2 votes

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  16. When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    2 votes

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  17. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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  19. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    2 votes

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  20. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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