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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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178 results found

  1. Forms sandbox for testing workflows before going live

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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  3. 2 votes

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  4. Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.

    2 votes

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  7. 2 votes

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  8. option to generate documents from Forms that were completed only

    2 votes

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  9. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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  10. Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.

    Improvement in Codes (specific characters )

    2 votes

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  11. ability to provide tally for Forms if used as a Survey

    2 votes

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

    2 votes

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  13. 2 votes

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  14. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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

    2 votes

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  16. 2 votes

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

    2 votes

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  18. 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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  19. 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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  20. 2 votes

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