214 results found
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3 votes
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Option to Disable Saving Template Everytime I send a document.
One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.
1 vote -
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.
5 votes -
Import JSON to create a template
Option to import JSON to create a template
1 vote -
Automatically pre-assign a template role with the contact owner email from HubSpot
Automatically pre-assign a template role with the contact owner email from HubSpot
1 vote -
1 vote
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Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote -
Recipient Groups on the template level
Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.
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.
1 vote -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
2 votes -
2 votes
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Ability to restore deleted images from image library
Ability to restore deleted images from the image library
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 -
Add tags to multiple content library items at once
Add tags to multiple content library items at once
2 votes -
Template: Trash Bin
Ability to restore templates
4 votes -
Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
5 votes
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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 -
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 -
1 vote
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