212 results found
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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.
2 votes -
Ability to remove "Client" as a default addition to new templates
Would like the ability to remove the default "Client" role from new templates.
5 votes -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
4 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
1 vote
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BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
9 votes -
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
3 votes -
3 votes
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bulk move content library items to the templates tab
bulk move content library items to the templates tab
3 votes -
pre assign person email in roles in content library items
pre assign person in roles in library item
4 votes -
Role Variables available on document level
At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.
8 votes -
Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)3 votes -
1 vote
Dear Tammy,
This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.
I appreciate your time and looking forward to hearing back from you!
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1 vote
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2 votes
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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.
2 votes -
Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
58 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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1 vote
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Contracts templates in spanish
Have all the documents templates also in spanish, specially the contracts template
1 vote -
smart content lock
smart content block option unavailability for content library.
2 votes
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