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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  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…

    2 votes

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  2. customize the words of the form link

    2 votes

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  3. 2 votes

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  4. Add tags on forms

    2 votes

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  5. 2 votes

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  6. 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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  7. 1 vote

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

    1 vote

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  9. 1 vote

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  10. Ability to change the name of the form to one of the fields within the form.

    1 vote

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  11. Ability to publish forms without the fields being assigned to a role.

    1 vote

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  12. Do not send a form if it is not completed

    1 vote

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  13. I would like to be able to have 2 relational fields for gathering client billing information.

    Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.

    Thanks,
    Maher

    1 vote

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  14. Make a way that users can adjust the number of emails that are sent out when recipients fill out the eForms. Make a way to stop the email that states the Recipient sent themselves a Document after they fill out the eForm contact questionnaire.

    For example: https://share.getcloudapp.com/llu7lgKW

    1 vote

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  15. I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?

    1 vote

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  16. once clicking "review document" have the ability to fill out text fields that are put in place

    1 vote

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  17. 1 vote

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  18. Ability to received a combined PDF for all FORM responses

    1 vote

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

    1 vote

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  20. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    1 vote

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