162 results found
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Having separate repository and folders within Image Library
- separate repository in side bar (like Content library)
- folders within Image library
151 votes -
Pre-sign template (or a Form): Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
150 votes -
Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
72 votes -
65 votes
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50 votes
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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
36 votes -
Content Library sorting
When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc
33 votes -
Mass (bulk) download templates
Mass download templates
27 votes -
bundling more than 10 documents
ability to bundle more than ten documents together
26 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
22 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
19 votes -
[Bulk actions] Select and edit / update several templates at once
Bulk edit templates
18 votes -
Detailed reporting
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
17 votes -
Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
14 votes -
saving documents in google drive from PandaDoc
To have the ability to save documents in google drive from PandaDoc
14 votes -
Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
12 votes -
Adding multiple pages to Content library at once
Ability to select multiple pages at once and add them straight away to the CL
11 votes -
Content Library search inside a folder
Content Library search inside a folder
10 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
9 votes -
9 votes
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