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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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151 results found

  1. Ability to download eForm as PDF to share to other users.

    3 votes

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  2. 3 votes

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  3. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    3 votes

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  4. Option to add metadata to the forms

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

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  5. 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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  6. 3 votes

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

    3 votes

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  8. 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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  9. 3 votes

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  10. Currently, when creating a smart form, the fields appear in a list. We would like them to be able to be placed side-by-side.

    2 votes

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  11. rearrange fields in the contact preset when using Smart Forms. Example: force “State” to be above “Postal code” and “Country”

    2 votes

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  12. Allow the possibility for one form to have multiple owners

    2 votes

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  13. Currently, in PandaDoc Smart Forms, when a rule both hides a field and sets its default value, the value is not populated because hidden fields default to empty.

    The solution is to allow hidden fields to retain or populate their values when set by a rule, so users can hide fields from the form interface while still leveraging their values.

    2 votes

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  14. 2 votes

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  15. 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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  16. 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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  17. 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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  18. 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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  19. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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

    2 votes

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