209 results found
-
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 -
Create document level custom field/variable
Create a document level or system level custom field/variable so users can store their own internal ID or information.
2 votes -
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 -
option to access the page properties even if it's an uploaded page
option to access page properties even if it's an uploaded page
9 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.
3 votes -
Ability to customize a link/URL to show the client's name and order number.
Ability to customize a link/URL to show the client's name and order number.
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 -
1 vote
-
recognize similar template/documents
make PandaDoc automatically recognize similar templates/documents
2 votes -
Ability to Reorder Templates by Drag and Drop
I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.
3 votes -
1 vote
-
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 -
2 votes
-
CSV custom Variables
Ability to only select custom variables when downloading CSV.
2 votes -
1 vote
-
Add multiple users to the template automatically vs manually
Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be
1 vote -
1 vote
-
14 votes
- Don't see your idea?