At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

Option to use pandadoc variables as a placeholder

Would like the ability to remove the default "Client" role from new templates.

"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

authorization (access code) to be added on a template level

Auto-update table of content before the document gets sent out

Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

bulk move content library items to the templates tab

I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

Hi there, when a form is completed I see two emails being sent. The first is titled:

"[user] has just completed the document ["document name"]"

When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.

They will still receive the second email with the document attached.

Thanks very much!

Customer suggested that on the presentation part, an option to show one slide at a time should be added.

metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

The functionality to sort templates in alphabetic order when creating a new document

Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them