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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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155 results found

  1. 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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    0 comments  ·  Forms  ·  Admin →
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  2. customize the words of the form link

    3 votes

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

    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. 3 votes

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  6. Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.

    2 votes

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  7. The ability to use forms in kiosk like survey monkey do

    2 votes

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  8. Remove an option to leave a public comment on a form for the recipient

    2 votes

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  9. Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.

    2 votes

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  10. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    2 votes

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  11. option to generate documents from Forms that were completed only

    2 votes

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  12. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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  13. Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.

    Improvement in Codes (specific characters )

    2 votes

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  14. ability to provide tally for Forms if used as a Survey

    2 votes

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  15. Ability to download eForm as PDF to share to other users.

    2 votes

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  16. 2 votes

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  17. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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  18. The ability to merge forms together into one form.

    2 votes

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  19. 2 votes

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

    2 votes

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