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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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178 results found

  1. Ability to use QR code instead of link for forms

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. signature and document forwarding in forms

    14 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  3. Allow recipients to revisit unfinished forms without having to restart the form process.

    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 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)

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  5. Converting a form to a document

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

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    1 comment  ·  Forms  ·  Admin →
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  6. enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  7. Ability to change the form owner but keep the same form link.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. The ability to download a Form as an Excel file

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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

    9 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  11. Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  12. Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. It would be helpful to be able to copy forms into other workspaces.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. 8 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  17. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    7 votes

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

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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