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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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88 results found

  1. Customize Forms initial prompts text

    We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.

    1 vote

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  2. When selecting a product from a Product Box - group all products together to improve the view

    When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote

    1 vote

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  3. Auto and Manual sort of products on Forms and Quotes

    Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.

    It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.

    1 vote

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  4. Linked fields in Smart Forms.

    Linked fields in Smart Forms.

    1 vote

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  5. Add Collaborative Members to a form

    Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!

    1 vote

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  6. Create Smart forms by uploading a file

    Create Smart forms by uploading a file

    1 vote

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  7. Edit the name of a Sent form without clearing signatures and having to re-send

    1 vote

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  8. Form: sent a unique link to the email

    Once a recipient fills in their email, a unique link is sent to their email to fill out the form. They should not be able to fill in the form before the link is emailed to them. Essentially "Review Document" option should not be there.

    1 vote

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