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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.

    2 votes

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  3. After a user completes the signing process, the system should either:

    Redirect the user to a custom URL, or

    Display a customizable final destination page, where additional options, messaging, or actions can be presented.

    Benefits:

    ✅ Improved user experience — Redirecting to a branded thank-you or onboarding page keeps users engaged.

    ✅ Increased conversion opportunities — Guide users to next steps (e.g., booking a call, downloading a file, visiting a dashboard).

    ✅ Customization flexibility — Different user types or workflows can be directed to different pages or tailored messages.

    Optional Enhancement:
    Allow users to edit or confirm final details (e.g.,…

    2 votes

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  4. We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.

    2 votes

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  5. Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.

    2 votes

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  6. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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  7. To download the CSV file for one form response, not for all responses from one form

    2 votes

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  8. We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "

    Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.

    Thank you for considering it.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    2 votes

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  11. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    2 votes

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  12. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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  13. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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  14. Allow phone numbers in the pop up that appears when a form is opened

    2 votes

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  15. Ability to use an existing form on the Collect Form Data in Workflows.

    1 vote

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  16. For instance takie this position applicaation https://www.pandadoc.com/careers/principal-product-manager-document-domain-eu/#main-content.

    When user is finished with the application flow they see the block with info containing linktr.ee link that doesn't work properly everywhere as it is embedded.

    I suggest changing the link to <a href="https://linktr.ee/pandadoc_recruitment" target="_blank">here</a> so it would open in the new tab.

    1 vote

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  17. The old forms feature had a blurred background image of a form behind the pop up window. Smart Forms do not have the background image and I prefer it.

    1 vote

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  18. Export all of Smart Form submission as PDFs in one click.

    1 vote

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  19. We would like a way to lock signature list on templates. We have had users add additional signatures that are not needed on our forms.

    1 vote

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  20. It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.

    1 vote

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