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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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105 results found

  1. 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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  2. 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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  3. 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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  4. 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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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  5. 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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  6. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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  7. 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

    3 votes

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  8. Ability to suggest edits to eForms.

    3 votes

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  9. 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…

    3 votes

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  10. customize the words of the form link

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. 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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  13. 3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  14. The ability to merge forms together into one form.

    2 votes

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  15. 2 votes

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  16. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  17. Allow Sender to change Form Names for each form sent out. This way each form is specific to who may have filled it out.

    2 votes

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  18. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Create a multi-step, multi-paged form for the the recipient to go through.

    2 votes

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  20. 2 votes

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