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2 votes
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Ability to remove "Client" as a default addition to new templates
Would like the ability to remove the default "Client" role from new templates.
2 votes -
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
2 votes -
bulk move content library items to the templates tab
bulk move content library items to the templates tab
2 votes -
2 votes
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Presentation Option
Customer suggested that on the presentation part, an option to show one slide at a time should be added.
2 votes -
2 votes
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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.
2 votes -
Bulk export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
2 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.
2 votes -
2 votes
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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?
2 votes -
2 votes
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2 votes
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Content in reporting
Include document content in reporting (products, tokens, etc).
2 votes -
notify when a change to the document is made
notify when a change to the document is made
2 votes -
2 votes
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2 votes
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Removal of content locking option for Business plan and lower plans.
Removal of content locking option if it is not available on the current plan.
2 votes -
Add a checkbox for internal or external on templates
"Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."
2 votes
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