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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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94 results found

  1. Allow the signer of the form to verify the email address as mandatory step to complete the form

    18 votes

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    2 comments  ·  Forms  ·  Admin →
  2. Allow recipients to revisit unfinished forms without having to restart the form process.

    17 votes

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    1 comment  ·  Forms  ·  Admin →
  3. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    16 votes

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    2 comments  ·  Forms  ·  Admin →
  4. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    16 votes

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    3 comments  ·  Forms  ·  Admin →
  5. signature and document forwarding in forms

    16 votes

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    1 comment  ·  Forms  ·  Admin →
  6. Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
  7. Converting a form to a document

    • will allow the user to convert a form to document.
    13 votes

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    1 comment  ·  Forms  ·  Admin →
  8. ability to print forms

    10 votes

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    0 comments  ·  Forms  ·  Admin →
  9. Ability to secure forms with passwords/ sms verfications/ email verifications

    9 votes

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    2 comments  ·  Forms  ·  Admin →
  10. Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
  11. Ability to change and edit the expiration date/validity of a form template.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
  12. Have a way to limit the clients response to the form sent to them

    7 votes

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    2 comments  ·  Forms  ·  Admin →
  13. Moving sent or completed documents to a selected PandaDoc folder or Google Drive - for Forms

    7 votes

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    0 comments  ·  Forms  ·  Admin →
  14. 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…

    7 votes

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    0 comments  ·  Forms  ·  Admin →
  15. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    7 votes

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    1 comment  ·  Forms  ·  Admin →
  16. Ability to use the 'collect files' field with Smart forms

    6 votes

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    0 comments  ·  Forms  ·  Admin →
  17. 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.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
  18. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not Planned  ·  0 comments  ·  Forms  ·  Admin →
  19. an option to customize the screen that pops up with reasons why a form is rejected

    6 votes

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    0 comments  ·  Forms  ·  Admin →
  20. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    6 votes

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    0 comments  ·  Forms  ·  Admin →