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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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191 results found

  1. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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  2. 2 votes

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  3. 2 votes

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  4. Add tags on forms

    2 votes

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  5. 2 votes

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  6. The customer would like the signer to select certain variables to fill out, and then they can hit submit on their forms.

    1 vote

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  7. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    1 vote

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  8. Ability to use the 'collect files' field with Smart forms

    1 vote

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  9. Create Smart forms by uploading a file

    1 vote

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  10. 1 vote

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  11. 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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  12. Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank…

    1 vote

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  13. Option to download responses from multiple forms at the same time

    1 vote

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  14. If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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  15. Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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  16. The ability to see analytics i.e traffic through different applications based on embed forms on a web page.

    1 vote

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  17. Option to bundle Forms

    1 vote

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  18. Customer would like the email attachment feature to also work on the form document when its complete

    1 vote

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  19. 1 vote

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  20. We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.

    1 vote

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