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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3 results found

  1. Convert a form to a template

    Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    121 votes

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    4 comments  ·  Forms  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  2. take or upload photo in Forms

    a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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    Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.

  3. Checklist for Completed Items

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

    2 votes

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