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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. This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )

    1 vote

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  2. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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  3. Save eForm to content library

    1 vote

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

    1 vote

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  5. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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  6. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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  7. 1 vote

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  8. 1 vote

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

    1 vote

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

    1 vote

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

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  12. 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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  13. 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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  14. 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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  15. once clicking "review document" have the ability to fill out text fields that are put in place

    1 vote

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  16. 1 vote

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

    1 vote

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  18. 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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  19. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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  20. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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