213 results found
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Recipient Groups on the template level
Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.
8 votes -
add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
5 votes -
transferring multiple content library items across workspaces
being able to transfer more than one content library items across workspaces
3 votes -
sync templates and content library items
sync templates and content library items that were shared across workspaces
2 votes -
Have access to the Template Gallery in the EU Domain
Right now, the Template Gallery is not available when logged in to pandadoc.eu
3 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
8 votes -
Pull report showing template usage data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
3 votes -
3 votes
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5 votes
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Create a document from a CSV
Ability to create document from csv just link in Bulk Sending but not actually sending them out
2 votes -
Ability to share templates between accounts.
Ability to share templates between accounts.
1 vote -
video pop up when signer clicked to sign
Is there a way that we can get a video to automatically pop up when a client opens our agreement? We signed an agreement with another provider and saw that they had a video pop up when we clicked to sign, and we would love to use that feature if possible
2 votes -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
1 vote -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
2 votes -
Additional field format. Currently only 2 phone options ; US or International. Some of our apps require no "+"
Some application that we integrate template feedback with with require that we have no preliminary "+" symbol for telephone and fax fields. This would appear to be a simple and quick update.
1 vote -
Template: Trash Bin
Ability to restore templates
4 votes -
We need global tag management
It would be a great help if there were global tag-management in the UI.
As others have pointed out, many of us seem to want to be able to delete and sort tags.
My current frustration is that my “2023” tag and my “2024” tag are near the top and near the bottom of the tag selector dialog respectively (and the “tag cloud” in the Content Library). This makes no sense. I added 2023 in the last two days and 2024 today, and they are nowhere near each other.
I would love to be able to sort my tags alphabetically…
1 vote -
Option to download a template so that the PDF version appears the same way as it does in the editor
Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
1 vote
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