Settings and activity

3 results found

1. When global settings are changed, have it also apply to existing documents and templates.

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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2. Variables in title with Forms

   24 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   PandaDoc Forms commented  ·  Mar 6, 2024  ·  Edit…  ·  Delete…

   This is very critical feature that is needed. We need a way to create unique form PDF file names. The sequence numbering in form titles is not descriptive enough. This makes searching much more challenging and knowing what a PDF file is about.

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   PandaDoc Forms supported this idea  ·  Mar 6, 2024

3. Require the form signer to fill in all prompt options to be able to review the document

   2 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Early access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

   Smart Forms

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   PandaDoc Forms commented  ·  Mar 1, 2024  ·  Edit…  ·  Delete…

   If the first name and last name fields are not required on the initial start signing process screen, if the user only enters their email address then their email address becomes their signature. Not their first and last name.

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   PandaDoc Forms supported this idea  ·  Mar 1, 2024