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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. 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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  3. Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    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. an option to customize the screen that pops up with reasons why a form is rejected

    3 votes

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  6. 3 votes

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

    3 votes

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  9. 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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  10. 3 votes

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  11. 3 votes

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  12. We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.

    2 votes

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  13. Have a way to limit the clients response to the form sent to them

    2 votes

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  14. 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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  15. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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

    2 votes

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  17. Option to create signing order groups in Forms

    2 votes

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  18. 2 votes

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  19. eForms subject line settings. Be able to have more control over subject line for eForms.

    2 votes

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  20. Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf

    2 votes

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