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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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89 results found

  1. 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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  2. 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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  3. 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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  4. Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  9. 6 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. ability to turn off the ReCAPTCHA on forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  11. 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

    6 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  12. add thank you message display after the form summation

    6 votes

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

    5 votes

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  14. Ability to suggest edits to eForms.

    5 votes

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  15. 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…

    5 votes

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  16. The title of a form can automatically or manually be changed by form recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  18. Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.

    4 votes

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  20. 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.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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