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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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90 results found

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

    3 votes

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

    3 votes

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  3. 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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  4. 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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  5. ability to print forms

    3 votes

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  6. 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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  7. 3 votes

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  8. 2 votes

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  9. 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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  10. 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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  11. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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  12. 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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  13. 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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  14. Ability to suggest edits to eForms.

    2 votes

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  15. Disable the ability for recipients to download forms

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. 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…

    2 votes

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  17. customize the words of the form link

    2 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.

    2 votes

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  19. pass tokens HubSpot to PD forms

    2 votes

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  20. 2 votes

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