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make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
2 votes -
Templates are updated once the Content library item is updated as well
Content Library Updates also Update Templates
149 votes -
Detailed reporting
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
7 votes -
Master template settings (to control template details)
Master template settings (to control template details)
1 vote -
Mass (bulk) download templates
Mass download templates
19 votes -
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).1 vote -
About Send Document
Create Subject and Message Based on User Role
like I have two roles i need to send different message and subject1 vote -
Adding multiple pages to Content library at once
Ability to select multiple pages at once and add them straight away to the CL
8 votes -
Image Library - separate repository and folders
- separate repository in side bar (like Content library)
- folders within Image library
127 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
15 votes -
Content Library sorting
When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc
27 votes -
1 vote
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Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
9 votes -
A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
1 vote -
Auto-update templates/CLIs if the item is updated in Catalog
Auto-update templates/CLIs if the item is updated in Catalog
89 votes -
Lock specific message to the template
would need to have a specific messages attached to every templates i have
1 vote -
Templates in Free Version
Please include Templates in Free Version
1 vote -
Restrict editing of the entire template/document in one click so that you don't have to restrict editing on each block within the template
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
5 votes -
Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote -
2 votes
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