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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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148 results found

  1. Ability to add the table to the content library from the Form level.

    2 votes

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  2. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    2 votes

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  3. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    2 votes

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  4. 2 votes

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  5. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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  6. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    2 votes

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  7. 2 votes

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  8. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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

    2 votes

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

    2 votes

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  13. 2 votes

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  14. Add tags on forms

    2 votes

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  15. 2 votes

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  16. 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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  17. 1 vote

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  18. We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.

    1 vote

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  19. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    https://pandadoc.zendesk.com/agent/tickets/559774

    1 vote

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  20. The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.

    1 vote

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