222 results found
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Pull items from content library as an attachment/hyperlink
Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.
10 votes -
categorize shared templates
categorize shared templates
2 votes -
upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes -
Ability to manually rearrange the order of the content library items used in a specific template smart content block
Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.
4 votes -
5 votes
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Template for downloading CSV of form responses
Ability to choose a template when downloading a CSV file of form responses
1 vote -
Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
63 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
1 vote -
ability to add multiple photos to the document using image block at the same time
ability to add multiple photos to the document using image block at the same time
6 votes -
Ability to merge document in bundles.
Ability to merge document in bundles.
1 vote -
option to have templates in A3
option to have templates in A3
2 votes -
Ability to pull a list of merge fields.
Ability to pull a list of merge fields.
2 votes -
Convert multiple documents to Template
To be able to upload and convert multiple documents into a template instead of doing it one by one.
2 votes -
recognize similar template/documents
make PandaDoc automatically recognize similar templates/documents
2 votes -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
1 vote -
6 votes
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The Signing order should be set on Bundling feature.
Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.
8 votes -
Option to migrate templates from Proposify to PandaDoc
A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.
2 votes -
Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
17 votes
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