209 results found
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Setup recipient quantity editing feature on the template level
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 -
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 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:
I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.1 vote -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
10 votes -
I-9 employment eligibility template
I-9 employment eligibility template
3 votes -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
5 votes -
Ability to turn off pre-made content library items
I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.
2 votes -
Ability to scan template layouts
ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates
2 votes -
Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote -
14 votes
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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.
30 votes -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 votes -
export the template details into a spreadsheet
export the template details into a spreadsheet
3 votes -
Suggest edits on the Template level
Suggest edits on the Template level
4 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
5 votes -
1 vote
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refresh the TOC automatically when headings are inserted, modified or deleted
refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).
5 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
14 votes
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