215 results found
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Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
62 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 -
Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
8 votes -
Ability to turn templates into content library items.
Ability to turn templates into content library items.
2 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
28 votes -
3 votes
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Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
exclude unselected or not applicable fields from template upon creating a document
exclude unselected or not applicable fields from template upon creating a document
1 vote -
Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 votes -
Option to disable Roles from template and documents
Option to disable Roles from template and documents.
2 votes -
Portfolio template
portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models
1 vote -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
4 votes -
Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
5 votes -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
8 votes
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About Send Document
Create Subject and Message Based on User Role
like I have two roles i need to send different message and subject1 vote
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