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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. customize the words of the form link

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  4. Separate notifications settings for regular documents and documents created from forms

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    4 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  6. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  7. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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  8. When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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  9. when a form is completed, can I choose who receives the response

    3 votes

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  10. Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    3 votes

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  11. 3 votes

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  12. 3 votes

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  13. The ability to merge forms together into one form.

    2 votes

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  14. 2 votes

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  15. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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  16. 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?

    2 votes

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  17. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. 2 votes

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  19. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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  20. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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