93 results found
-
2 votes
Valeryia Baranava responded
-
2 votes
-
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
4 votes -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
3 votes -
content library export
It would be great to have an option to export my content library
14 votes -
Pre-sign template (or a Form): Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
272 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Detailed reporting: Date Filter, Content Library, Upcoming Renewals
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.
30 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 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 check the link below:
-
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
8 votes
-
Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
3 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
5 votes -
[Bulk Action] Mass download templates
Mass download templates
51 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Option to disable Roles from template and documents
Option to disable Roles from template and documents.
3 votes -
Content Library search inside a folder
Content Library search inside a folder
13 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
34 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
30 votes
-
[Bulk action] Select and edit / update several templates at once
Bulk edit templates
32 votes -
Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
12 votes -
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.
17 votes
- Don't see your idea?