203 results found
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Post-Signing Redirect or Final Page Customization
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 -
Copy Smart Forms into other Workspace
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 -
Add Collaborative Members to a form
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 -
Create Smart forms by uploading a file
Create Smart forms by uploading a file
1 vote -
1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Form: sent a unique link to the email
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 -
Form csv download filtered range of dates
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 -
Ability to download a csv on all active Forms responses
Option to download responses from multiple forms at the same time
1 vote -
Import Form Selections from CSV Upload
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 -
Embedded form: hide the section on the top of the form that displays a recipient's email address
Embedded form: hide the section on the top of the form that displays a recipient's email address
1 vote -
Analytics for embedded form
The ability to see analytics i.e traffic through different applications based on embed forms on a web page.
1 vote -
Bundle Forms
Option to bundle Forms
1 vote -
Email attachment included on completed email sent on Form documents
Customer would like the email attachment feature to also work on the form document when its complete
1 vote -
Square: we have multiple locations but can only use one to take payment.
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 -
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
1 vote -
Forms that do not show the creator's name on email notifications when they are sent out.
The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.
1 vote -
Stop when a form gets filled in an e-mail is sent with the same form
When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"1 vote -
Save eForm to content library
Save eForm to content library
1 vote -
Display the email of the secondary form recipient
Display the email of the secondary form recipient for the published form under the form roles.
1 vote -
1 vote
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