Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 3 votes

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

    2 votes

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  4. 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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  5. Ability to suggest edits to eForms.

    2 votes

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  6. Disable the ability for recipients to download forms

    2 votes

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  7. 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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  8. 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.

    2 votes

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  9. The title of a form can automatically or manually be changed by form recipients.

    2 votes

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  10. pass tokens HubSpot to PD forms

    2 votes

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  11. 2 votes

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  12. Add tags on forms

    2 votes

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  13. 2 votes

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  14. Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    2 votes

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

    1 vote

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  16. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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  17. 1 vote

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  18. add image on the form link

    1 vote

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  19. 1 vote

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  20. When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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