216 results found
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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.
5 votes -
1 vote
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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
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1 vote
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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
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14 votes
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2 votes
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Direct hyperlink to a template
Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.
1 vote -
Option to hide / archive Content library items on the content library panel
Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.
1 vote -
Sort Template folders when creating a document from a template view.
Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)
Similar to how Templates has a View option (List/Grid)
4 votes -
Bilingual Contract Template
All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.
1 vote -
2 votes
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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 -
Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
Public templates: manufacturing agreement
Can you create a template for the manufacturing agreement?
1 vote -
add "Are you sure" feature when accidentaly hit the ESc or X button while editing the document so the updated info won't be lost
Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.
2 votes -
Remove access to the 'renewal' functionality on a template for certain users.
Remove access to the 'renewal' functionality on a template for certain users.
Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.
1 vote
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