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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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201 results found

  1. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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  2. Ability to have optional signatory in forms

    2 votes

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  3. 2 votes

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  4. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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  5. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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  6. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. 2 votes

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  8. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. Allow phone numbers in the pop up that appears when a form is opened

    2 votes

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  13. Add tags on forms

    2 votes

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  14. 2 votes

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  15. 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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  16. 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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  17. Linked fields in Smart Forms.

    1 vote

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  18. 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.,…

    1 vote

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  19. Ability to copy Smart Forms into other Workspace.

    There's a post that mentions this feature, but for the normal Forms here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45975388-ability-to-copy-forms-into-another-workspace

    1 vote

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  20. 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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