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  1. Transfer ownership for Forms

    67 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Kristin Held supported this idea  · 

  2. Convert a form to a template

    124 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava 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.

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    Kristin Held commented  · 

    This would save so much time.

    Kristin Held supported this idea  · 

  3. Spellchecker: Spell Check in App like Grammarly

    327 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kristin Held supported this idea  · 

  4. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    40 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Kristin Held commented  · 

    OMG - this is SO annoying. I am a new client to PandaDoc and trying out the features is super frustrating... I am worried I made a mistake by leaving DocuSign. This is an irritating PandaDoc bug.

    Kristin Held supported this idea  · 

  5. Payment required to complete the document

    66 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Kristin Held supported this idea  ·