215 results found
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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 -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
2 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.
10 votes -
2 votes
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use role variables to auto-populate information on the document but exclude them from the recipients list
use role variables to auto-populate information on the document but exclude them from the recipients list
1 vote -
Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
1 vote
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Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Recipient Enabled Fields at the Template level please
We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!
1 vote -
Increase the number of characters for template title
Increase the number of characters for template title
1 vote -
Google documents <> PandaDoc sync
To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.
3 votes -
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.
8 votes -
Option to Disable Saving Template Everytime I send a document.
One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.
1 vote -
Add tags to multiple content library items at once
Add tags to multiple content library items at once
2 votes -
Import JSON to create a template
Option to import JSON to create a template
1 vote -
Automatically pre-assign a template role with the contact owner email from HubSpot
Automatically pre-assign a template role with the contact owner email from HubSpot
1 vote -
1 vote
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Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote
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