193 results found
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Have a contract repository for non-Pandadoc signed contracts
We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.
1 vote -
Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
12 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
6 votes -
Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
2 votes -
Edit shared templates
Option to edit shared temlate
2 votes -
4 votes
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Prompt a warning before deleting content library items used in smart content blocks
There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.
6 votes -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
3 votes -
Default View for Templates
The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.
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.
6 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.
8 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.
At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
Additional layer, it's unknown where else that template needs updating.2 votes -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the links below! -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
2 votes -
Pull report showing unused templates data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
5 votes -
Separate Repository for Templates
separate icon for templates
2 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
11 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.
18 votes -
7 votes
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