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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4 results found

  1. Use custom variables/fields in forms

    Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
    Early Access  ·  Valeryia Baranava responded

    Hi,

    Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to the Support Team.

  2. Abilty for eforms to use gathered data and automatically use it on a document

    22 votes

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    5 comments  ·  Forms  ·  Admin →

  3. Bypass recipient information input in forms

    The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →

  4. Ability to append first.last name of recipient in subject line

    We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "

    Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.

    Thank you for considering it.

    2 votes

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    1 comment  ·  Forms  ·  Admin →