208 results found
-
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 -
Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
15 votes -
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.
5 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 -
7 votes
-
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 -
1 vote
-
make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
2 votes -
content library export
It would be great to have an option to export my content library
13 votes -
Lock specific message to the template
would need to have a specific messages attached to every templates i have
2 votes -
Templates in Free Version
Please include Templates in Free Version
1 vote -
Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote
- Don't see your idea?