666 results found
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Editing in preview mode
Provide the ability to edit in preview mode while speaking with a prospect.
1 vote -
Hidden Documents
It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.
4 votes -
Smart content to work with attachments
Smart Content + Attachments
6 votes -
5 votes
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schedule template update to publish at "x" time.
- due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
2 votes -
Global Design Panel
Global design panel to manage advanced design across ALL workspaces.
3 votes -
Share page between templates w/o content library
Ability to move individual pages between templates without needing to first add to the content library.
1 vote -
The ability to keep the paragraphs aligned even when using tiered numbering.
For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.
6 votes -
Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
10 votes -
Would like "Sentence Case" added to styles
Would like "Sentence Case" added to styles
1 vote -
1 vote
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Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
18 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes -
Multiple themes when bundling documents
Allow multiple themes when documents are bundled.
20 votes -
Default Document Sender
By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner
1 vote -
Annotated images
It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.
The attached image would demonstrate a method of doing this.
4 votes -
Restrict ability to add blocks/new content to a document
Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.
6 votes -
Made by PandaDoc when adding the background image
There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
It would be great to add this feature when you add a background image (to use media created by PandaDoc).1 vote -
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.
3 votes -
Table of Contents for multiple documents under the one send out
It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.
5 votes
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