88 results found
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Expiration date for published forms
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 votesValeryia Baranava responded
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Replace source file for Forms [Workaround in comments]
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 -
signature and document forwarding in forms
signature and document forwarding in forms
16 votes -
QR Code (or barcode) on form instead of link
Ability to use QR code instead of link for forms
15 votes -
Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
13 votes -
ability to print forms
ability to print forms
10 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
9 votes -
Conditional questions in Smart Forms
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 -
change expiration on form template
Ability to change and edit the expiration date/validity of a form template.
8 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
7 votes -
Automations: Forms: Move created Sent or Completed Form Documents to a PD Folder or Google Drive
Moving sent or completed documents to a selected PandaDoc folder or Google Drive - for Forms
7 votes -
removing recipient's name as sender for forms
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 -
Forms responses CSV with columns named according to fields placeholders
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 -
Form with Optional Second Signer
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 -
Counting finished forms and not form responses (just opened / started forms)
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 -
customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
6 votes -
Disable a PDF copy for the signed form
Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)
6 votes -
Notifications settings from documents created from Forms to be separated from the notifications for the regular documents
Separate notifications settings for regular documents and documents created from forms
6 votes -
Smart Forms: mapping fields improvements
I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.
5 votes -
Collect files field for Smart forms
Ability to use the 'collect files' field with Smart forms
5 votes
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